Recommend an income fund or bond please
Discussion
Sheepshanks said:
xeny said:
I think that may be only upon death - i.e. if you die your ISA assets are inherited by your spouse with the tax wrapper intact?
Well, yes but that's what the thread is about. My (brief) reading is they can only transferred within the existing provider - but I asumme they're transportable once that's happened.Either that is not legal instruction, or I have lost the power of comprehension.
Edited by PM3 on Friday 29th March 12:27
deanobeano said:
Post probate, my next step is to find a trustee bank account, again, not an easy task (I'm lead to believe).
Trusts that I've been involved in have used Cater Allen for this. However, they only accept new account applications if you're introduced by a professional adviser.https://www.caterallen.co.uk/accounts/specialist-b...
Metro Bank is an alternative. I think they charge fees, though.
https://www.metrobankonline.co.uk/business/sector-...
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