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Transferring sharesave shares into an ISA
Comments
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If you have contributed to an S&S ISA in the current tax year, your SAYE shares must go into that same ISA. Current year subscriptions must be kept together.For a SAYE transfer of certificated shares matured in the last 90 days into one’s ISA (i.e. NOT ‘bed&breakfast’ way), in case one has multiple S&S ISAs, are you limited into transferring them into the ISA you have subscribed in the last year or can it be any?
No. An ISA to ISA transfer is a transfer of previous subscriptions. Your SAYE to ISA is a new subscription counted against the current year's allowance.I do know for a fact transfers between ISAs can dont count as typical subscriptions. Is this the case with SAYE transfers into ISA as well?0 -
Many thanks Vortigern!0
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