Help & FAQs

How do I put shares arising from savings-related share option schemes or employee Share Incentive Plans (SIP) into my Shares ISA?

You can transfer any investments or depository receipts (provided that they can be settled through CREST) you receive into a Selftrade Shares ISA without having to pay Capital Gains Tax.

We will require evidence that the shares have come from an eligible scheme. You may need to contact the scheme administrator to obtain this. Transfers have to be completed within 90 days of you exercising any eligibility to the shares.

The value of your investments at the date of transfer is what determines how much of the annual subscription limit is utilised.

Submitted on 17th Dec 2018

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Risk Warning

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.

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