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Share ISA

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HELP! I had shares purchased through a sharesave scheme in a share ISA for 5 years. I left the company and transferred them from Halifax to Equinti. My question is as they are now still CGT exempt?

Comments

  • innovate
    innovate Posts: 16,217 Forumite
    10,000 Posts Combo Breaker
    Should be easy to find out from your Equinity account whether they are in an ISA or not. If they are, your holding is CGT exempt.
  • le_loup
    le_loup Posts: 4,047 Forumite
    Possibly not if you just asked Equinity to take over the management of the shares. But if you asked for your ISA to be transferred and Equinity did the transfer, you're OK.
    Do as innovate suggests and ask Equinity ... they are the only ones who know!
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