ISAs provide valuable tax advantages, but what happens to them after death? Without careful planning, these benefits can be lost, leaving surviving partners at a financial disadvantage.
And how do ISAs fit into wider estate planning strategies? When it comes to post-mortem tac planning, inheritance Tax (IHT) implications, investment choices, and transfer rules all play a role in maximising financial security. Seeking guidance on these matters can ensure tax efficiency is maintained while safeguarding wealth for future generations.
Without understanding these rules, valuable allowances may be missed.
Professional Adviser and Quilter Cheviot have teamed up to bring you a new portal focused on intergenerational wealth transfer. Read a range of articles to explore how post-mortem tax planning is essential to preserving benefits by completing the form below.
