egg is selling/has sold its individual savings account division and share-trading business to Fidelity Investments
should i -- a) accept the free transfer of my ISA holdings to fidelity b) sell the holdings now and lose any future tax benefits c) look for another provider?
option (a) seems the simplest, but what, if any, is the catch?
. . .opinions invited
I've gone for (a) myself. I wanted to keep hold of the ISA and FundsNetwork is a good supermarket to be part of - lots of choice.
Dan
snipped-for-privacy@ntlworld.com wrote in news: snipped-for-privacy@4ax.com:
egg is conducting this transaction to benefit itself, not you. Therefore it makes sense to consider what other providers can offer at this time, bearing in mind, of course, any costs of switching that may be involved.
If you don't want to move to Fidelity, then choose option (c). Do not use option (b) as there is no need to and, as you say, you lose the tax shelter.
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