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  • RE: Cash ISA transfer

    Hi team, I have read the guidance on HMRC website. Unfortunately, it does not quite answer the question so appreciate if you could advise me further apart from what is stated on HMRC website. Thanks. Oscar
  • RE: Cash ISA transfer

    Hi, Thanks for the response. The ISA is flexible so the bank would allow me to transfer the funds out of it. My concern is if I am allowed to do it under ISA rules (or from HMRC perspective, not the Bank perspective). Any limit on the transfer amount? Also, is the transfer considered as "contribution"? Thanks. Oscar
  • Cash ISA transfer

    Hi team, I have a Cash ISA account which was opened and funded in tax year 23/24. I also made new contribution to this existing Cash ISA account is tax year 24/25. My question is am I allowed to open another Cash ISA account in another bank and transfer all (or just partial fund which was funded in the tax year 23/24) the funds from the existing Cash ISA account to the new Cash ISA account? I have read the guidance on HMRC website. Unfortunately, it does not quite answer the question so appreciate if you could advise me further apart from what is stated on HMRC website. Thanks. Oscar