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Maxi transfer?

I have a Maxi shares ISA that I set up several years ago with £3k that I haven't invested anything in since.

This year I have put £3k into a cash mini and just opened a shares mini with £4k.

Can I transfer whatever the value of my shares maxi ISA is into my new shares mini?

Comments

  • dunstonh
    dunstonh Posts: 120,016 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    Yes you can. Once the tax year ends, the MINI/MAXI classification doesnt mean anything and you can combine it with MINI/MAXIs from previous years.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
  • Daneel
    Daneel Posts: 102 Forumite
    Part of the Furniture 10 Posts Combo Breaker
    Ok, so that's a yes, but not until April 2008?
  • dunstonh
    dunstonh Posts: 120,016 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    You can do it when you like.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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