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partners isa
Tracey51
Posts: 1 Newbie
Hi I recently lost my partner we were never married but lived together for many years. We both had our own ISAs at the Cambridge bank. Will the bank transfer his savings to my ISA and if so what is needed. The savings are less than 30,000.
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Comments
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Sorry for your loss. Sadly ISAs cannot transfer between individuals and Additional Permitted Subscriptions are only for a surviving spouse or civil partner of a deceased ISA saver. Your partner's estate will need to go through the probate process described in the below MSE article. Any distributions from the estate that you receive can be contributed into your ISA as normal subject to your normal £20k per tax year contribution limit.There is an active MSE forum for this too:
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