7. Transferring your shares to an ISA

You can transfer up to £20,000 of employee shares into a stocks and shares Individual Savings Account (ISA) if you have shares in a:

Your ISA provider must agree to the transfer.

You won’t have to pay Capital Gains Tax on any gains you make on your shares if you move them to an ISA.

You must transfer your shares to your ISA within 90 days of when you took out your SIP or SAYE shares.

These shares will count towards your £20,000 ISA limit. They can’t be in addition to the limit.

Ask your employer or ISA provider for more information on how to transfer.