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Passing on ISAs: What advisers need to know 

ISAs cannot be held in trust

Andy Woollon
clock 31 May 2018 •
Andy Woollon: "ISAs cannot be held in trust."
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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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