PEP ISA Transfer
It's a way of transferring any existing PEPs you may hold into a sterling PEP Transfer account unless you are a citizen or resident of the United States of America or Brazil. A PEP is a tax-efficient way of investing if you're aged between 18 - 79. You must be resident in the UK for Tax purposes.
You don't have to pay capital gains tax on any profit you make or personal tax on any income you receive.
Although you haven't been able to make any additional investments into your current PEP since April 1999, you are able to transfer your current PEPs to another PEP manager. You might choose to do this if you want the convenience of all your PEP holdings in one account, or if you want the flexibility to spread your investment across a number of different fund managers.
All our advisors at MLM are trained to the highest standard possible to ensure they are able to find the best deal for your financial circumstances.
Think carefully before securing other debts against your home.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The information on this website is for the use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.
MLM Financial Ltd are appointed representatives of Openwork Limited who are authorised and regulated by the Financial Services Authority
Openwork Limited offers insurance and investment advice on products from a limited number of product providers and advice on mortgages representative of the whole market.
