APS ISAs

rwooffatst

Hello,

I am after a little confirmation of something (I think I know but am not certain).

Mr and Mrs both have an ISA.
Mr dies and leaves his investments (incl. ISA) in a trust for his wife and children.

Am I right in thinking that Mrs can still use APS? I can't find anything to say that he can't but I just want to make sure.

Thank you in advance!

benjaminfabi

Hi

Yes, this fine. The surviving spouse can claim the aps with no requirement to inherit the assets.

rwooffatst

@benjaminfabi said:
Hi

Yes, this fine. The surviving spouse can claim the aps with no requirement to inherit the assets.

I thought so but had a little niggling doubt in the back of my head! Thanks Benjamin!