ISA Transfer Question

Hi there,

I would very much appreciate your input in relation to transferring ISAs.

today I set up an ISA with Trading212 and used the whole isa allowance. I wanted to merge into this my ISAs from the last few years with Zopa and Plum.

When starting the transfer request, I saw the following prompt and wasn’t sure whether to tick current year and previous tax year.

any guidance would be much appreciated.


Comments

  • Ayr_Rage
    Ayr_Rage Posts: 2,291 Forumite
    1,000 Posts Second Anniversary Photogenic Name Dropper
    As you have used your annual allowance, you can ONLY transfer in previous years.
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