Your browser isn't supported
It looks like you're using an old web browser. To get the most out of the site and to ensure guides display correctly, we suggest upgrading your browser now. Download the latest:

Welcome to the MSE Forums

We're home to a fantastic community of MoneySavers but anyone can post. Please exercise caution & report spam, illegal, offensive or libellous posts/messages: click "report" or email forumteam@. Skimlinks & other affiliated links are turned on

    • Gnittih
    • By Gnittih 8th Jul 17, 1:44 PM
    • 42Posts
    • 0Thanks
    ISA Records
    • #1
    • 8th Jul 17, 1:44 PM
    ISA Records 8th Jul 17 at 1:44 PM
    Having converted my investments to ISA funds over the years, long do I need to keep these ISA records, 7 years the period before I can dispose of them?
Page 1
    • eskbanker
    • By eskbanker 8th Jul 17, 7:21 PM
    • 6,526 Posts
    • 6,657 Thanks
    • #2
    • 8th Jul 17, 7:21 PM
    • #2
    • 8th Jul 17, 7:21 PM
    I'm not sure there's anything that actually mandates you to keep records if they relate to ISA investments that are, by definition, outside of the tax regime, but happy to be corrected if necessary.

    So, unless anyone comes up with anything to the contrary, get rid of whatever you like whenever you like!

    Having said that, my ISAs generate very little paperwork so I don't consider it onerous to keep everything, but that's just a personal preference to err on the side of caution....
Welcome to our new Forum!

Our aim is to save you money quickly and easily. We hope you like it!

Forum Team Contact us

Live Stats

1,144Posts Today

7,246Users online

Martin's Twitter