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Posted Sun, 22 Dec 2024 09:16:55 GMT by Fran Torres
Hi all, Following the fee changes with my S&S ISA provided I am looking to switch it to a different one. I opened an account with the new provider and when trying to transfer the ISA there I see can only transfer one of my ETFs (a very minor one where I only have a couple of hundred pounds) as it is the only one that is in the new provided in specie too but I can't transfer the rest of my investments there. My question is it okay if I just transfer this small part to the new ISA and just sell the rest and buy again on different ETFs on the new platform? Will this not count as opening two different ISAs in the same tax year and paying into two different ones? It does sound to me like I cannot do it, if so what is the alternative? Thanks in advance!
Posted Thu, 09 Jan 2025 16:02:00 GMT by HMRC Admin 20 Response
Hi,
What you are asking for is financial advice, which we cannot provide.  
You should discuss with your ISA providers or with a financial adviser.
Thank you.

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