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  • FIRST POST
    • Gnittih
    • By Gnittih 8th Jul 17, 1:44 PM
    • 30Posts
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    Gnittih
    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,..how long do I need to keep these ISA records,....is 7 years the period before I can dispose of them?
Page 1
    • eskbanker
    • By eskbanker 8th Jul 17, 7:21 PM
    • 5,466 Posts
    • 5,270 Thanks
    eskbanker
    • #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....
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