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Can I put shares I already own into a HL Stocks & Shares ISA?

You can't transfer shares you already own directly into a HL Stocks and Shares ISA, instead they have to be sold first (crystallising any capital gain or loss), and then bought back within the ISA.

This is known as a Bed & ISA.

How to place a Bed & ISA instruction

Placing a Bed & ISA instruction is easy, and can be carried out either online or via the post.

Online

If you hold your shares or funds in the HL Fund & Share Account, and have registered for online access, you can give us your instruction by logging in to your account and following the Bed & ISA link next to your holding (indicated by the blue icon with the white arrow).

Post

Alternatively you can download a Bed & ISA form and send it into our office.

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