Case Study: Avoiding a Forced Fidelity ISA Liquidation for a US Citizen in the UK
Margaret had been living in the UK for over 30 years, but maintained her US citizenship. Around 2005, she had opened an Fidelity UK investment wrapper in the UK, an ISA on Fidelity’s platform, via a UK-based adviser. More recently, the portfolio was moved into a unitised Model Portfolio Service (MPS) and was taken over […]
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