Member Info for Neeeew

@jotom

I have abou 38k shares all in a ISA. I am trying my best to make decision where I can somehow avoid the tax situation.

Jon

I’m currently with Fidelity, have opens an account today with AJ Bell, will give them a call tomorrow to confirm myself and get back to you. If all is good will go ahead with transfer.

Posted by someone on the telegram group.

“I am talking to AJ Bell about my ISA and SIPP to transfer. They said if the company de-list then there will be no forced sale and they would still hold our shares and collect dividends. However, if we wanted to sell at a later stage then it would be possible to then transfer to an AIX broker ie. halyk, Exante, wood etc”

I was under the impression a transfer wouldn’t be possible after redom complete. This looks like a good option.

I was very much considering keeping mine with broker in my ISA. All the valid points you mentioned here about keeping options open and getting fair value for Poly (R) are exactly the reasons why I’m swayed back to getting certs and later finding a AIX broker.

It’s been a roller coaster but we’re slowly getting there.

Agent and Arran

I’d be very keen to see what AJ bell say about ISA’s.

I am currently with fidelity and would happily move to AJ Bell if they can continue being held in an ISA.

MRay

Good to see you back on here. We’ve had some real crazies lately. Thank god for the telegram group, no squabbling or BS just answers n how to navigate this mess.

If only a UK broker could find a way of providing access to AIX. What a headache it would save for all not just ISA and SIPP holders. How difficult can it be?

Stan in the current situation it may be wise just to get a passport.

Please speak to your broker. Most are giving you up until July, however, some like Barclays have given far shorter deadline.

Will check with IR. Thanks

@Agent I too don’t think we’ll get to pre war division anytime soon. However, as I’ll be pulling all shares out of ISA I am trying h to be as tax efficient as possible.

DC2007.

Agreed

Jab

Is there anything stopping us from registering certs in our name on Tabys in a another name? I am hoping I can split my holding with a family member, so if and when dividends are resumed, I am not left with a whopping tax bill.

Radd

Maybe join the Poluemtal group on telegram. This past couple of weeks I’ve really learned a lot on there about what the different options are.

Find out from your broker when their deadline is to trade. Many have already abandoned buys only. Once you know the deadline, you can better judge when to sell. At the moment as you said it’s very volatile.

If we can still receive dividend in the ISA that would be a complete game changer, be it that we can’t trade, its still great news.

Fidelity

Thanks zebra.

Brass

Fidelity have stated they will issue certs in name of account holder only, which is a pain. If Lloyds are able to issue certs in chosen name(s) allowing one to splitholding, then I can’t see why fidelity are stating they cannot.

Onezebra

Appreciate it, very informative.

As my broker was unable to clarify, can you possibly provide any info on gifting/transfers shares once in certs. Or electronic form? I am losing my ISA wrapper so want to be able to best plan for tax purposes.

Just clarify brass I can request they be transferred straight to poly computer share instead of certs? Apologies for the nuisance but what are the pros and cons?

I spoke to fidelity this morning so am very sure they are offering certs.

Thanks for that Brass. I think you’re right on all points especially the vote. If by any chance we don’t go to Kazak then I guess my paper certs will slowly be fed back into my ISA here.