RE: Debt.20 Dec 2023 18:49
Regarding ISA. It’s called bed and isa.
Contact Halifax share dealing , open an account , and ask for transfer form D , which will want the account details for your new Halifax share dealing account (isa one) and your equiniti account details.
Assuming you’re in equiniti as an employee or have been, the shares will be in an easy share account and need transferring into the isa before April.
When you post off your transfer form d to Halifax, they will contact equiniti and arrange the transfer for you.
If your shares are already in an isa, mention this to Halifax, i am not sure if you can do this, as a bed and is an immediate sale and rebuy of shares, which would technically use up your tax free £20k allocation for the year