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Investments – Knowledge Direct
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Lifetime ISA

This article looks at benefits of the Lifetime ISA which launched on 6 April 2017.

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.
Campervan couple

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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