Financial Services Article
22 May, 2015
New rules came into effect in April which grant people additional ISA allowances following the death of a spouse or civil partner. For deaths after the 3rd December 2014 the surviving spouse or civil partner will now receive the deceased's one-off ISA allowance.
When a married or in a civil partnership ISA saver dies, the surviving partner is now entitled to an extra ISA allowance that is equal to their partner's Isa balance on the date they died.
30 Oct 2018