We can accept transfers from Stocks and Shares JISA's, Cash JISA's and Child Trust Funds.

Please bear in mind the following in each instance:

Stocks and Shares JISA  - Must be transferred in full to the new Stocks & Shares JISA. Contributions are permitted while the transfer is in progress.

Cash JISA - Transfer can be instructed partially - all current tax year subscriptions must be transferred if so.

Child Trust Fund (CTF) - Must be transferred in full to the new Stocks & Shares JISA. Annual allowance for CTFs and JISAs are distinct – i.e. client can contribute the full annual allowance to the CTF and the full annual allowance to the JISA.