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Investments – Knowledge Direct
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ISA

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Lifetime ISA

This article looks at benefits of the Lifetime ISA which launched on 6 April 2017.
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ISAs – using your tax allowances

The following case studies clarify how much can be paid into an ISA under the current rules for the tax year 2017/18.
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Transfer of an ISA allowance to surviving spouse/civil partner

Since 6 April 2015 when an ISA investor dies, it has been possible for a surviving spouse to make additional subscriptions above the normal ISA allowance.
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Updated HMRC guidance on the transfer of an ISA Allowance to surviving spouse/civil partner

The industry welcomed the announcement in the Autumn Statement that a surviving spouse/civil partner can inherit the value of their deceased spouse/civil partner’s ISA accounts.

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