Can I transfer my shares to an ISA?

Yes, you can.

Usually, to move shares into an ISA you need to sell them and buy them back within the ISA. But with ShareSave you can avoid this if you do it within 90 days of buying the shares.

Once they’re within the ISA, your shares will be free from capital gains tax and any dividends will be free from income tax.

To do this, contact your ISA provider to let them know what you want to do. They’ll tell you which documents you’ll need to send them, which are likely to include:

• Your option certificate – you can find this in your documents library on EquatePlus
• A CREST transfer form
• Confirmation that the shares are from a ShareSave plan - your ISA provider will tell you what they need

You can start the transfer on EquatePlus by clicking on the Share Plan Account tile on the Overview screen and selecting Transact. You’ll need your ISA account details.