October 2017

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    Inherited ISAs

    It is now possible for a surviving spouse or civil partner to continue to enjoy the same tax free returns as their deceased spouse on their ISA funds. However, the surviving spouse does not automatically inherit their spouse’s ISA.  Irrespective of who the funds are left to, the surviving spouse applies for an Additional Permitted […]

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    Some myths about tax free cash

    As the popularity of drawdown continues at the expense of annuity purchase, the decision of how and when to take tax free cash is something that a growing number of retirees must face. In the new world of pension freedoms there are now opportunities available that were not possible to most people when they joined their pension.  Tax free […]

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