If I want to transfer my portfolio consisting of several ETFs to another broker who also owns those ETFs. Is this process possible? (Example: SP500). I don’t want to be taxed in the UK considering that I want to change the country in the future. I want to know if the transfer is possible without selling from the portfolio. Thank you!
Hi!
InvestEngine will soon be able to support in-specie transfers for General Investment Accounts (GIA) and in-specie ISA transfers out. This means that you’ll be able to transfer your portfolio to another broker without needing to sell your holdings.
We’ll provide more details and updates on this feature as it becomes available, so keep an eye out for further announcements.
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