How do I put shares arising from a 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 EQi 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 29th Feb 2020

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