In the case of a client's death, we request the Administrator/ Successor of the deceased’s estate to reach our customer care team.
We will require a valid copy of the death certificate. Additional documentation may be requested, depending on the specific case.
Then, we will perform the necessary review of the provided details and once approved, we will submit a closure for all currently open positions. Afterwards, the account will be deactivated, and the funds will be sent to the Administrator/Successor.
ISA APS Allowance
The APS ISA allowance allows you to make contributions up to the value of your spouse or civil partner's ISA holding when he or she passes away.
Trading 212 is able to facilitate transfers of additional permitted subscriptions (APS) from and to another provider. You can inherit your late spouse or civil partner’s ISA allowance. Then, you will be able to transfer its value as an additional permitted subscription to your existing ISA. This transfer will not count towards your current-year subscription.