Personal tax – form

Tax on savings: stocks and shares ISA transfer history form

Use this form when transferring a Stocks and Shares ISA to another ISA manager.

Document

Detail

Give the form to the new ISA manager within 5 working days of the date of acceptance of the transfer being received.

If the form cannot be given to the new manager on the date of transfer inform them of the type of ISA being transferred and the amount being transferred.