CKLee
Joined: 8/25/2024
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RE: Accidental ISA Exceed - next steps?
Hi, I am terribly sorry for the typo. They are from the same year. From June 2023 to March 2024 I have paid £4000 into my lifetime ISA, and £20,000 into a cash ISA at September 2023. I therefore exceeded the amount by £4000, if I am not wrong. Sorry for the inconvenience caused. CKLee -
RE: Accidental ISA Exceed - next steps?
Hi, I have just found out the year allowance of across all ISAs is limited to £20000, and it seems I have made a mistake. From June 2023 to March 2024 I have paid £4000 into my lifetime ISA, while I have opened a cash ISA at September 2024 and put 20,000 into it. Please tell me what to do to rectify the problem. Thank you very much in advance.