Transferring from vanguard stock and shares ISA to InvestEngine

[Samuinvestor]

Hi,

I’m looking to make the switch from vanguard to IE using the transfer option. When submitting the form, I was confused by some of the questions

I’ve put an example below to help understand what I’m confused about

Current tax year cash contributed (£100)
Value of current tax year shares (£200)
Value of portfolio (£1000)

Total current tax year isa contributions - does this mean the amount of cash contributed this year (100) or does it mean the value of stocks you invested in this year(200)? If it’s the value of the stocks what is the most accurate way to calculate this?

Value of previous years’ Isa to transfer - unsure how to work it out based on the above? From the value of my portfolio Do I deduct the cash contributed (1000-100) or the value of the stocks (1000-200)? if none of these are correct how do i calculate this?

I have also invested more frequently in the recent tax year and I’m confused how this will be accounted for?

Any help with this would be greatly appreciated!

[Pinch]

@Samuinvestor
Morning ,
I found this in another post - hope this helps… If it doesn’t then please do contact the CS team directly with all of your details.

Don't understand ISA transfer form

Hello Dila, if you wish to transfer your full ISA from Vanguard to us, you will need to select ‘Yes, transfer current tax year ISA’ and input the amount of money that was contributed on/after April 6th 2024 as this will be the total current tax year contributions. Then for previous years, you will need to provide the value held in the account before April 6th 2024. We understand the final amount will be different to what we may receive in the transfer, this will not the affect the transfer. I ho…