Skip to main content

This is a new service – your feedback will help us to improve it.

  • Exceeded ISA Allowance (24/25)

    Hi, I have accidently exceeded my ISA allowance for the tax year 24/25. I hold a stocks and shares ISA and a Cash ISA and only realised today that a payment I made to fund my stocks and share ISA was processed in this tax year rather than 23/24 which has pushed me over my £20k limit. Is there any action I should take? Should I remove the funds over £20k ? Thanks