What happens to my IFISA if I die?
Updated 6 months ago
Here's what we do if you hold a Zopa IFISA with us when you pass away:
- We'll ask to see a Death Certificate from an executor to confirm the date of your death – then we'll treat this date as the date your ISA ended.
- There will be no Income Tax or Capital Gains Tax to pay up to that date, but ISA investments will form part of your estate for Inheritance Tax purposes. Our normal procedures will apply.
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