Pension vs ISA - What happens when I DIE?

You need to understand what happens to your pension and your ISA when you die so that you make sure your wishes are met. We’ve looked at putting money in, how they grow and how you get money out, all in the last two videos - now we need to look at the end game.

CORRECTION: Turns out I made an error here. This page - https://www.gov.uk/individual-savings-accounts/if-you-die - confirms that the ISA wrapper is retained on death until either your executor closes it, or the administration of your estate is completed or after three years and a day after your demise, whichever comes earlier.

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⭕ Pension vs ISA - Retirement Income Comparison: https://youtu.be/qiY6uyVhCl8
⭕ Pension vs ISA vs LISA - How much will each add up to?: https://youtu.be/KyMQ4KibUL8

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CHAPTERS:

00:00 Intro
01:13 ISAs - what happens on death?
03:37 Pensions - What happens on death?
06:03 So what?


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#pension_vs_isa #death_benefits #what_happens_when_I_die #pension_vs_isa_uk #pension_uk_explained #pension_benefits #defined_contribution #defined_benefit #db_scheme #dc_scheme #retirement_planning_uk #stocks_and_shares_isa #isa #uk_pension_lifetime_allowance #personal_finance #retirement_uk #uk_pensions_explained

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