Bman

Many thanks for the reply!!. Still a bit confused tho. What is meant by buying back “within the spread”? Does this mean at a better price than the market offer? And what does the “risk is capped at £30 or £50” mean? Which risk are we referring to and when is it £30 and when £50? Sorry if it’s being pedantic, it’s just that the terminology is not clear to me!!

I have a share on which I have a large mark to market loss but don't want to sell. If I do a Bed and Isa I understand that I crystalise the loss for CGT purposes and then buy back into my ISA to keep the potential upside. Q: I am confused by the £40 charge. My share has a very wide bid/offer spread; do I get to deal on both sides somewhere within the bid/offer spread and pay a £40 facilitation fee, or do I sell at the Bid and buy at the Offer, being hit by the spread, and then pay £40 on top? Since I am providing the market maker with the stocks and removing his market risk by giving a simultaneous buy order I am hoping that it is an all in £40 charge. Is this correct??

I think the Smart Portfolios are great but I am trying to find out if I can I transfer an ISA with another provider to IG to set up and invest in a Smart Portfolio ISA? This doesn't appear to be ruled out anywhere, but if it is possible, it is not clear how to do it. Anyone know?? (BTW Investing in the smart portfolios outside of an ISA or SIPP (as I do) is a real pain from a CGT point of view as no help is given by IG in matching up the multitude of small trades to calculate gains. )

I have exactly the same question - I have received my consolidated tax statement on my Smart Portfolio but it contains no CGT info. How do I get my hands on this info?? thanks