sir baconface
Well-Known Member
Any financial whizz kids who can advise on this, please?
I have Stocks & Shares ISAs which I want to move into joint names. ISA rules don’t allow that so I’m assuming I’d need either to transfer to a joint general account on the same investment fund platform (if feasible) or sell and re-buy the investments.
Basically, I’m looking for a work around that minimises dealing costs and tax implications.
Cheers if anyone can help.
[P.S. In accordance with Bluemoon protocol, I’ve already torched the investment manager’s office and dry-bummed the tea lady. ]
I have Stocks & Shares ISAs which I want to move into joint names. ISA rules don’t allow that so I’m assuming I’d need either to transfer to a joint general account on the same investment fund platform (if feasible) or sell and re-buy the investments.
Basically, I’m looking for a work around that minimises dealing costs and tax implications.
Cheers if anyone can help.
[P.S. In accordance with Bluemoon protocol, I’ve already torched the investment manager’s office and dry-bummed the tea lady. ]