APS ISAs

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!

Comments

  • Hi

    Yes, this fine. The surviving spouse can claim the aps with no requirement to inherit the assets.
    Benjamin Fabi FPFS
    Chartered Financial Planner
  • @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!

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