Managing for Results: Management Extra (Management Extra S.) (Management Extra S.)
Get ready for Brexit. If you're an ISA manager find out how to manage additional permitted subscriptions for a surviving spouse or civil partner of a deceased investor. From the 6 April additional permitted subscriptions on top of the annual ISA subscription limit are available to the surviving spouse or civil partner of an ISA investor who died on or after 3 December The deceased and the surviving spouse or civil partner must have been living together at the date of death.
They must not have been separated:. Requests may be made by someone on behalf of the surviving spouse or civil partner using the guidance in applying for an ISA on behalf of someone else.
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Lifetime ISAs are valued at the point that the account ceases to be a continuing account of a deceased investor and includes:. The value is the outstanding principal balance, which is the capital amounts outstanding plus any interest due but unpaid on the loans at either the:. From the 6 April the single additional permitted subscription limit is based on the combined values of the ISAs at the date each ISA ceases to be a continuing account of a deceased investor.
The additional permitted subscription should not be worked out using a mix of account values at either the date of death or the value of other accounts at the point they cease to be continuing accounts. If the deceased ISA investor held accounts with more than one ISA manager, the surviving spouse or civil partner can choose to use the additional permitted subscription value worked out at the date of death with one ISA manager and the value at the date of account closure with the other ISA manager.
The spouse or civil partner of a deceased ISA investor can have an additional permitted subscription that is the higher of the value of the ISA accounts at the:. If the spouse or civil partner decides to use the additional permitted subscription worked out at the date of death of the investor, by subscribing some or all of the additional permitted subscription into their own ISA , they cannot then ask you for the additional permitted subscription worked out on the value of the accounts at the point they cease to be a continuing account of a deceased investor.
Examples of the additional permitted subscription limit. You must have processes in place to make sure that the additional permitted subscriptions do not exceed the higher of these 2 valuations.
Interest accrued at the date of death should only be included in accordance with the guidance on death of an investor. Where an additional permitted subscription is made, any further payments up to the limit must be made with the same manager. Any unused balance cannot be used with another manager. This could happen when:. You can accept additional permitted subscriptions on a provisional basis pending receipt of the relevant information and declarations. You must not accept an additional permitted subscription into a Lifetime ISA where either the:.
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The surviving spouse or civil partner can make subscriptions to the following old, new or a combination of both ISAs :. ISA managers who agree to accept additional permitted subscriptions can insist on opening a new ISA if this helps monitor the surviving spouses additional permitted subscription limit. Where the deceased held ISAs with a number of different managers the surviving spouse or civil partner will have additional permitted subscription limits with each manager.
The chosen manager must send you a notice stating they are willing to take the additional permitted subscription from the spouse or civil partner. They should also include:. You must send the chosen manager a notice confirming the information above within 30 calendar days of receiving the notice.
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You must also include:. If you cease to offer ISAs and have not accepted any additional permitted subscriptions before the bulk transfer takes place, details of the additional permitted subscription limit should be passed to the new manager. You should contact HMRC where, exceptionally, the surviving spouse or civil partner is unable to make:. A surviving spouse or civil partner can make one or more additional permitted subscriptions, as long as the total does not exceed the permitted additional subscription limit.
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