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Will transferring my investments to Fidelity make me liable for Capital Gains Tax?

You won’t be liable for Capital Gains Tax (CGT) if you transfer your ISA or pension.

Generally you won’t be liable for transferring assets to other types of accounts, however this will depend upon the process used. If it proves necessary to sell your existing investment, as it’s not moveable to our platform, this could give rise to a gain subject to CGT.

If you are unsure about your tax position you should consult HMRC guidance or a tax advisor.