Stephen won’t be able to provide personal advice. I’ve had a similar situation in the past. As your non-ISA portfolio grows, you might eventually earn more than £2,000 in dividends and so have to pay income tax on them. If it doesn’t cost you too much to sell within the non-ISA, transfer to the ISA, then buy back (with stamp-duty paid a second time) then this might be a good long term solution, especially if you think you will max out your ISA contributions in future years. However, if you are not likely to breach the ISA allowance any time soon and aren’t earning close to £2,000 outside the ISA, then you probably don’t need to move the shares. If you had to choose which ones to move first, I would suggest moving the highest income ones first. Make sure you look at all the shares as if they were in one big portfolio. It’s doesn’t matter if they are split across multiple accounts. So there shouldn’t be any issue of getting out of balance.
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