Since April 2015, ISA investors have been able to pass on the value of their tax-free ISA to a spouse or civil partner on death through an ‘additional permitted subscription’ (APS)
20 June 2018
“To have and to hold...”
Related articles
Seven key considerations for entrepreneurs when planning an investment strategy that helps to mitigate against business risk.
New office is up and running with a five-strong team
With pensions set to be included in estates for Inheritance Tax purposes from April 2027, Clare Julian explains why having numerous pension pots can bring added complications.
If you like this article, follow us for more insights.
To receive more content like this subscribe today.