spouse to spouse ISA transfer on death. Impossible

le_loup

It's a very new, very specialised aspect of ISAs. Cut them a bit of slack. What they - all of them - should have is a specialist team who can deal with bereavement type problems.

Freecall

jimjames wrote: »

Those conditions would be based on the old rules, now it's different as above.

But the OP said that her husband died in February. 'Old' rules surely.

Archi_Bald

Freecall wrote: »

But the OP said that her husband died in February. 'Old' rules surely.

Not quite. ISAs can be inherited from spouses that died since December 2014. The actual 'transfer' of funds has only been possible since April 6th,

Archi_Bald

kittie wrote: »

To say that I am shocked by the lack of knowledge and staff training for BM staff is an understatement. I could hear them asking each other when they didn`t know the answers to my questions and even then they got the answers wrong

If you had read the document I linked, you would know exactly what guidance HMRC has given to ISA providers. You will probably find that they didn't do anything wrong at all. And yes, cut them some slack, it is a very new procedure, only been possible since April 6th, so it is understandable they might need to ask their colleagues.