Transferring an existing ISA

Can I transfer in funds from an existing ISA to my Property Partner ISA?

Yes, you can transfer full or part balances from existing Cash ISAs, Stocks & Shares ISAs and Innovative Finance ISAs into the Property Partner ISA. Once you have opened your ISA account with us, the option to transfer is available in your ISA portfolio dashboard.

Transfers from cash ISAs should complete within 14 days and transfers from stocks and shares ISAs should complete within 30 days, to give the existing ISA provider time to sell any applicable investments. Cash balances held in other innovative finance ISAs can also be transferred into the Property Partner ISA.

IMPORTANT: Do not withdraw the money yourself from your existing ISAs. Doing so may result in you losing the ISA wrapper and associated tax benefit on those funds. At Property Partner we take care of the process for you to ensure the ISA status of your investments remains intact.

Transferring is easy, once you have completed the transfer request form, we will take care of the whole process for you and liaise with the other ISA provider you want to transfer from - you don’t need to contact them yourself.

Property Partner incurs a cost on ISA transfers from another ISA provider, but we will not pass this on to you for transfers in of £2000 and above. Transfers in below £2000 will incur a £35 transfer fee.

There is no maximum amount you can transfer in and transfers in do not contribute to your annual ISA subscription allowance..

If the funds you wish to transfer were subscribed in the current tax year, you must transfer the amount subscribed in full to the new ISA manager. Any income/interest credited to the ISA relating to the current year subscription would also need to be transferred.

Can I transfer out to another provider?

Yes. Please contact us for details on how to transfer your Property Partner IFISA to another provider.

To read our ISA terms and conditions, click here.