JE55KS
-
RE: SIP - transfer of shares into an ISA and pension - CGT position
Thanks for confirming there is no time restriction on how long the shares needed to be held in the SIP for CGT purposes. Please can you confirm if any shares to be transferred into a private pension form part of the annual pension contribution? Thanks -
SIP - transfer of shares into an ISA and pension - CGT position
I was made redundant a month ago, as a result shares held in a share purchase plan need to be removed from the plan. I want to transfer these into a stock and shares ISA which reading your web page confirms I can by directly transferring them into an ISA within 90 days. As these shares have been purchased over several years, is there any time period that needs to pass to make them exempt from CGT? they are only be removed from the plan due to compulsory redundancy. For shares over the £20k ISA limit, if I want to transfer into a pension, does this form part of the annual pension contribution?