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HMRC and ISA statements
Old_Slaphead
Posts: 2,749 Forumite
Question for those in the know.
(Probably) like a lot of people I have Cash Isa statements, transfer docs etc going back over several years.
Is their any requirement to keep these for 6 years as with other non ISA interest statements ?
Thanks
(Probably) like a lot of people I have Cash Isa statements, transfer docs etc going back over several years.
Is their any requirement to keep these for 6 years as with other non ISA interest statements ?
Thanks
0
Comments
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There have been posts on here recently suggesting that HMRC have queried people's alleged oversubscriptions to ISAs and possibly that some banks have mis-reported transfers as new subscriptions. On that basis I would keep ISA details as long as you would keep any other tax related papers.0
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