Inheritance ISA allowance

Spouses and civil partner can now inherit the tax benefits of an ISA.

The way this works is that you receive an extra ISA allowance, in addition to your standard ISA allowance. This additional allowance will be equal the value of your spouse or civil partner when they passed away.

To use this allowance, please send us an Inherited ISA Allowance Form.

Download the Inherited ISA Allowance form

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