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moving from II to Degiro

  • 13-01-2021 4:09pm
    Registered Users Posts: 226 ✭✭ treatyman

    I want to move my portfolio from ii to degiro mainly because of fees. Looks like doing a transfer can be a little costly so am thinking of biding my time and selling my holdings bit by bit on ii and buying through Degiro.

    Am I missing something other than the potential to sell and buy at the wrong time? I have some shares that pay dividends so is there a optimal way to sell and buy and not lose a dividend?



  • Registered Users Posts: 807 ✭✭✭ Jimbobjoeyman

    Not an accountant but I would imagine depending on the size of the sale and how much if anything you've made on it you would be subject to capital gains tax

  • Registered Users Posts: 5,440 ✭✭✭ daheff

    I did the same recently. Found it easier to sell & rebuy.

    'luckily' :( I didn't have big gains to worry about for tax purposes.

  • Registered Users Posts: 226 ✭✭ treatyman

    Thanks guys, I think sell and rebuy is what I'll do.