UK ISA annual subscription tracker
Track new subscriptions across ISA accounts against your confirmed allowance. Separate new subscriptions from transfers between providers.
Your inputs
Start with the example values, then replace them with your own. For tables, keep the vertical bar separators and use a dot for decimals.
Illustrative inputs are not certified current rates or an entitlement decision. Confirm the country, year, eligibility and contract. This limited model is not a tax return, payroll service or financial/legal advice. Do not act on it without verifying the applicable rules.
Tool inputs are processed in your browser and are not submitted by this tool. Existing site analytics and advertising services have their own privacy terms.
Result and workspace
Use the start button to open your result or activity.
How it works
Sum only contributions that consume the annual allowance and compare with the entered limit. Transfers, flexible withdrawals and replacements, Junior ISAs and Lifetime ISA sublimits need separate treatment. The result is bookkeeping, not a determination that an account or transfer qualifies.
Worked example
These sample results use the original example inputs in the form. They do not change when you edit your inputs; your own result appears in the workspace.
- New subscriptions counted: 11000
- Remaining annual allowance: 9000
- Excess subscriptions: 0
| ISA account | New subscription |
|---|---|
| Cash ISA | 4000 |
| Stocks ISA | 5000 |
| Lifetime ISA | 2000 |
Read the result carefully
Results depend on the values and assumptions shown above. Change one input at a time to see its effect. A blank or unavailable result means the data does not support a calculation; it is not zero.