Passing on ISAs: What advisers need to know
ISAs cannot be held in trust
Andy Woollon: "ISAs cannot be held in trust."
While ISAs are tax-efficient investment vehicles during life they can be the opposite when a client dies. Andy Woollon outlines the options for savers and highlights why advice is essential
While ISAs are a tax efficient way to build up wealth, they are far less efficient when it comes to passing it on. So what are the inheritance tax implications of ISAs and how can advisers help clients...
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