Can I transfer my shares into an Individual Savings Account (ISA)?


You can transfer shares that have been acquired through one of the following routes directly into an ISA:

 

  • Sharesave
  • UK Sharepurchase

 

Shares that you have acquired as a result of these schemes can be transferred directly into an ISA without any Capital Gains liability. The transfer has to be completed within the time permitted by HM Revenue & Customs - 90 days from:

 

  • the date you exercise your Sharesave option,
  • the date the shares ceased to be subject to the UK Sharepurchase Plan.

 

For more information on transferring shares into an ISA, please refer to the staff home page for Investment ISAs.



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