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Can I request a partial ISA or Lifetime ISA transfer in?

Explains partial ISA transfers in

You can only request a partial ISA transfer for contributions made in previous tax years.

Here’s what you can transfer to Moneybox:

  • Partial ISA transfers of previous tax year contributions.

  • Full ISA transfers, including current tax year contributions, previous tax year contributions, or both

  • Full Lifetime ISA transfers

We’re unable to accept:

  • Partial transfers of current tax year ISA contributions

  • Partial Lifetime ISA to Lifetime ISA transfers

If you’re not sure whether your contributions are from the current or previous tax years, your existing provider will be able to confirm this before you submit your transfer request.

To submit a full or partial transfer, head to Settings > Transfer in an existing ISA in the Moneybox app.

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