Questioning my ISA actions

Aidanmc

I subscribed 20k to Trading 212 S&S ISA shortly after 6 April 2024, when Trading 212 introduced the Cash ISA around June i moved the S&S ISA balance to the Cash ISA

Later i moved 10k from the 212 Cash ISA back to the 212 S&S ISA and invested in an ETF

Now if i wish to transfer (using ISA transfer process) the ISA's to other providers, say IWEB for the S&S ISA  and a bank/BS for the Cash ISA, when completing ISA transfer request forms from the new providers where they ask if i subscribed to the ISA in the current tax year i tick Yes

I think all this is ok but doubting myself a little atm!?

gravel_2

Why are you questioning it? Does iWeb tell you that you can't transfer if you've already subscribed or are they just trying to track your subscriptions so you don't make any more this tax year?

masonic

gravel_2 said:

Why are you questioning it? Does iWeb tell you that you can't transfer if you've already subscribed or are they just trying to track your subscriptions so you don't make any more this tax year?

iWeb ask this question because if you answer yes you can specify whether or not to include current year and/or previous year funds in the transfer. If you answer no, then they do not ask this and the whole ISA is transferred. iWeb doesn't accept partial transfers from other S&S ISAs except to separate current year and previous years.

gravel_2

I had assumed something like that, I just wasn't sure why OP was concerned about it enough to make a post.