If you’ve taken advantage of your ISA and PEP allowances over the years, the chances are that your ISAs are now with a range of different providers.

Consolidating all of your accounts with Barclays Stockbrokers will give you much more control. We’ll also pay your transfer fees (up to £500*) and have a team to help you move these accounts to us, who will keep you in touch with how things are progressing.

While this will not affect their tax-free status you should first make sure that you would not incur any financial disadvantages from transferring. 

It is also important to note that the transfer of a Cash ISA into a Stocks and Shares ISA cannot be reversed at a future date, and you should consider carefully whether you are prepared to accept the risks to your capital and returns from investing.

Please remember that selecting your own investments is not for everyone, you can lose money as well as gain. Tax treatment depends on your individual circumstances and may be subject to change in the future.

Why transfer to Barclays Stockbrokers?

• More control. You can see all your tax-efficient investments at a single glance – making it much simpler to monitor your investments.
• We pay your transfer fees. We’ll pay up to £500* of any transfer or handling fees from your current provider.
• Competitive administration charges. Our annual administration charges are simple, and are based upon the value of your account:
  -ISA- £30+VAT pa for up to £7,500 and including; or £50+VAT pa for over £7,500
  Also, investments in funds from our Funds Market are excluded when calculating our administration charges, so if you are fully invested in Funds Market funds, the administration charge will be waived.
• Low trading fees – from £6.95 to £12.95 per online trade.
• Wide choice of products. With Barclays, you’ve got access to a wide range of products including shares, gilts and bonds, iShares, Exchange Traded Commodities (ETCs), Funds and Barclays Stockbrokers Structured Products.
• Access to Barclays tools and research. Through the award-winning Barclays Stockbrokers site, you’ve got access to advanced trading tools and research, including Barclays Wealth in-house research.

*We will refund you when your ISA account is opened and we have received proof of transfer costs from your previous broker. This process normally takes around four weeks. Payment will be made to your chosen bank account or by cheque if this does not apply. Barclays Stockbrokers reserves the right to terminate or amend this offer at its discretion. We will refund up to £150 per account of transfer out costs charged by the previous ISA provider, up to a maximum of £500 per client.

†Lines are open from 8.30 am to 6.30 pm Monday to Thursday and from 8.30 am to 6 pm Friday, excluding bank holidays. 0800 calls are free from a BT landline. The price on non BT phone lines may be different. Please contact your supplier for further details.

Barclays Stockbrokers is the Group name for the businesses of: Barclays Stockbrokers Limited, a member of the London Stock Exchange and PLUS. Registered No. 1986161; Barclays Sharedealing, Registered No. 2092410; Barclays Bank Trust Company, Registered No. 920880. Registered VAT No 243 8522 62. All companies are registered in England and the registered address is: 1 Churchill Place, London E14 5HP. All companies are authorised and regulated by the Financial Services Authority.