Organising my shares
Organising my shares
Author
Discussion

Simbu

Original Poster:

1,915 posts

204 months

Tuesday 4th March 2014
quotequote all
Hi all,

I need to organise my smattering of shares. I have a small holding of shares from a previous employer (< £500) and a larger holding of shares with my current employer (< £2000), through an employee share purchase scheme.

I'm about to transfer to a new employer as part of a buy-out. I think I have an obligation to move my shares to another holding company soon after the buy-out is complete.

I'd like to take advantage of my ISA allowance to keep these shares, and maybe in the future make a few additional investments on an execution only basis.

So, is there a service out there that can cater to my needs, without massive charges to transfer-in my holdings or eventually sell them?

Something like this: http://www.x-o.co.uk/isa-information.htm with the 'bed and ISA' option seems like a possibility?

ETA: The small holding is a FTSE 100 co, the larger holding is in Euros, a tech company on the Helsinki exchange wink

Edited by Simbu on Tuesday 4th March 10:43