Transfer
your ISA.

ISA transfers
made simple.

You can transfer your current ISA to the Thameside ready-made investment ISA. Transferring is easy, effortless and we charge no admin fees. Please check with your current provider as they may charge for ISA transfers.

How to transfer your ISA.

You can transfer part or all of your ISA to a Stocks & Shares ISA.
All it takes is three simple steps.

    Apply online.

    It takes minutes to complete our easy online application. If you hold an account with us you can apply through your dashboard.

    Sign your ISA transfer form.

    We’ll give you a pre-filled ISA transfer form to sign and post back to us. You can print it off yourself, or we can send you your form in a Freepost envelope.

    We do the rest.

    Our team will work with your current provider to transfer your ISA over. This can take up to 30 days but may take a bit longer.

What you can transfer.

  • Cash ISAs.
  • Stocks & Shares ISAs.
  • Innovative Finance ISAs.

When transferring from a Stocks & Shares ISA any investments in the wrapper will be sold during the transfer process.

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Why transfer your ISA.

smart

Invest smart.

Use up to £20,000 of your annual ISA allowance.

money

Hassle-free.

Apply online. Sign an ISA transfer form. We do the rest.

time

Save time.

Get started in minutes with three ready-made investment ISAs.

Speak to us.

Frequently Asked Questions

You can choose from three ready-made investment plans. Each plan is built and managed by the experienced investment managers.

You can read all about our plans here.

If you transfer your ISA with us we can make sure your money keeps its tax-free status.

Never withdraw money from your current ISA you want to transfer. Your money could lose its tax-free status, which is a waste of your diligent ISA investment.

Yes, we can. When you apply to transfer your ISA you can request a Freepost envelope with your pre-filled ISA transfer form. All you need to do is sign the form and pop it in the post. No stamp required.

 No. No fee is charged to handle your ISA transfer. You may have to pay exit fees with your current ISA provider, so make sure you check their T&Cs.

It could take up to 30 days to complete your ISA transfer. This is because we need to work with your current provider to handle the transfer on your behalf.

Occasionally it may take over 30 days. Don't worry, we will keep you up-to-date with our progress.

Some ISA providers require a signature from the account holder before they can authorise a transfer. By sending us in a signed ISA transfer form we can make sure your transfer goes smoothly, without having to ask you for more info.

Sure! We love our investors and are always happy to help. Our customer service team is based here in Henley-on-Thames. Get in touch.