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If you've inherited...

Money or investments held in an ISA
Money or investments held in an Investment Account

Once you’ve decided on which option to take, you can go to our handy checklist page to make sure you've got everything you need, then tell us what you want to do with the investments from the estate. Remember, before we can sell or transfer holdings, we need a sealed copy of the Grant of Representation or, for smaller estates, a Small Estates Form. You can go to our probate page to find out more.

3 ways to use your new ISA allowance

Invest your own money
Use the money you already have with us
Use inherited ISA money