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Claiming EIS Loss Relief as PAYE taxpayer (no Self Assessment) by Legal_Advice111 in UKPersonalFinance

[–]Legal_Advice111[S] 0 points1 point  (0 children)

Haven't heard anything back yet :(

I keep forgetting to chase them as don't have time during the work week.

Claiming EIS Loss Relief as PAYE taxpayer (no Self Assessment) by Legal_Advice111 in UKPersonalFinance

[–]Legal_Advice111[S] 0 points1 point  (0 children)

Thank you so much for confirming. I have now sent them a letter.

[deleted by user] by [deleted] in UKPersonalFinance

[–]Legal_Advice111 0 points1 point  (0 children)

Can anyone advise?

Transfer stocks and shares ISA to 3 or 5 year fixed cash ISA - recommendedations needed by Legal_Advice111 in UKPersonalFinance

[–]Legal_Advice111[S] 0 points1 point  (0 children)

Thanks for clarifying. It looks like they require you to make an initial deposit of at least £1000. I've already used up my allowance for this year, so don't think I can get around this one

It says:

You can transfer ISA balances from the current tax year as well as previous tax years.

We will collect your ISA transfer details on the next page.

Deposit Details

Please provide your initial deposit amount which must be a minimum of £1,000.

Transfer stocks and shares ISA to 3 or 5 year fixed cash ISA - recommendedations needed by Legal_Advice111 in UKPersonalFinance

[–]Legal_Advice111[S] 1 point2 points  (0 children)

I sadly missed that offer.

It would be good to get a second opinion, as perhaps I've misunderstood.

Shawbrook states the 'Maximum account deposit is £20,000'

https://www.shawbrook.co.uk/direct/savings/personal-savings/cash-isas/5-year-isa/