Help & FAQs

What is the time limit for the transfer of shares from any savings-related share option scheme or employee Share Incentive Plan (SIP) into my Shares ISA?

Savings-related share option scheme: you must transfer the shares into an ISA within 90 days of the exercise of option date.

Employee Share Incentive Plan (SIP): you must transfer shares from an employee share ownership plan into an ISA within 90 days after the shares ceased to be subject to the plan.

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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