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Posted Sat, 23 Mar 2024 21:43:51 GMT by johnsonchung118
My question is: What procedures do I need to follow, if I want to transfer my ISA account to another bank after the end of this financial year…? I heard that I should withdraw the funds from the existing ISA before tax year end by April 5th, then deposit the money into my new bank's ISA account oncoming next tax year after April 6th. Is this the correct approach…? Could anyone please kindly advise on the correct procedure?
Posted Wed, 27 Mar 2024 13:53:37 GMT by HMRC Admin 19 Response
Hi,

You can see guidance here:

Transferring your ISA

Thank you.

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