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Work sharesave SAYE scheme clarification

Answer
G8191
Posted Wed, 27 Nov 2024 18:44:48 GMT by G8191
I have a workplace SAYE share plan maturing in 2025/2026 , over 5 years the investment is 12k and current value is 32k Am I able to transfer £17k worth of shares to a stocks and shares ISA and then sell 12k worth of shares (my investment) plus the £3k CGT so 15k without any tax implication leaving no outstanding CGT to pay ? Effectively I’m transferring the full £17k gain to the ISA and the remaining £12k plus the £3k allowance attracts no CgT. Nobody has so far been able to give me a definitive answer. Thank you in advance.
Answer
HMRC Admin 17 Response
Posted Wed, 04 Dec 2024 09:56:25 GMT by HMRC Admin 17 Response

Hi ,
 
Please refer to guidance at :

Tax and Employee Share Schemes   .


Thank you .

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