Is it possible to transfer an existing cash LISA to a stocks & shares LISA?
30 June 2021
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Question by Precious
Is it possible to transfer an existing cash LISA to a stocks & shares LISA?
Answered by Clem Chatelin
Yes it is, you will need to ask the stocks & shares LISA provider to initiate the transfer. Usually, this happens electronically.
Answered by
Clem Chatelin
Senior Financial Planner
Clémence has lived in four different countries and learned 5 different languages along the way and she can confidently speak, read and write three. Having obtained a Bachelor’s in International Management (China) at SOAS, she discovered her passion for finance and sustainable business. After completing a Master’s in Finance & Investment at the University of Bristol she joined the team in 2017 on the Graduate Programme.