Backhouse
ISA and PEP Transfers
Backhouse ISA and PEP Transfers
Backhouse
ISA transfers and PEP transfers
No new money can be invested into Personal Equity Plans (PEP's)
but you are no longer restricted by the geographical rules
that existed when you originally invested in you PEP.
If
you are not happy with the performance of one or more of your
existing investments then you have the option to transfer
to different funds from a range of management groups. This
is known as a PEP Transfer and the procedure is very straightforward
with help from Backhouse. It does not affect your current
year ISA allowance. ISA transfers are carried out in a similar
fashion.
Contact
Backhouse by phone or email to learn more about PEP or ISA
transfers or to arrange an appointment or quotation. Note
that you must not cancel your existing PEP before reinvesting
as you will invalidate the PEP and lose the tax benefits,
always talk to Backhouse first.
For
further information on Backhouse ISA and PEP Transfers visit
the Backhouse website.
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