Download a form and top up your Inherited ISA Allowance Plan by post

You can top up your Inherited ISA by:

  • Making lump sum payments of £250 or more
  • Increasing your existing monthly contribution by at least £10
  • Commencing a monthly contribution of £50 or more

The money must come from a UK bank account and the maximum amount of combined contributions (lump sum and monthly payments) paid into your Inherited ISA account for the 2017/18 tax year cannot exceed the maximum level, which is equal to your inherited allowance.

If you are unsure of the maximum amount you can pay in for the rest of this tax year, please call us on 0800 988 2418 and we will provide further information.

What will I need to top up by post?

  • UK bank account name, number and sort code
  • Your Foresters Inherited ISA Allowance Plan Policy Number

Please remember that we do not offer financial advice. If you would like to speak to a Financial Adviser regarding the suitability of the Inherited ISA Allowance Plan please do, however they may charge for their advice.

I confirm I have read and understood the following document:

Key Features Document

 

Download a Top Up Form

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