Industry response

Joint response to technical HMRC consultation on extending ISA tax advantages after death


Industry made three broad points in its submission:

  • earliest the extension would work is April 2018.
  • no case made for collection of date of death.
  • onus for calculating three-year period should fall on executor/ spouse of deceased as with APS.

Click here for full response.


  • This document is tagged with:
  • ISAs


Andrea Jeffries

Policy Manager

Tel: 0207 520 5911

Related content