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Where Taxpayers and Advisers Meet

ISA transfer

Posts: 21
Joined: Wed Aug 06, 2008 3:16 pm

ISA transfer

Postby regiment » Sun Mar 22, 2020 6:41 pm

I am the executor of a widow who has left her estate to her adult daughter. Among the assets of the estate is an investment comprising ISA shares in a property company that rents out domestic properties

The beneficiary of the estate would prefer to retain the Isa investment and have it transferred to her name. Is this ISA transferable to the beneficiary, or am I obligated to sell the ISA investment and pass the proceeds in cash to the beneficiary

Posts: 4529
Joined: Wed Aug 06, 2008 4:06 pm
Location: West Sussex

Re: ISA transfer

Postby pawncob » Sun Mar 22, 2020 10:56 pm

ISAs are non transferable (unless spousal) so you'll have to sell the shares.
With a pinch of salt take what I say, but don't exceed your RDA

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