Can anyone advise please. I have just spent an hour or more applying for probate estimating as accurately as possible the gross and net estate of my mum. Only after sending this whilst talking to someone they mentioned a possible issue.
Mum was gifted 40k in January which was placed 10k in her ISA and 30k in premium bonds. Her estate is well below the threshold for tax purposes the gift was "accounted for" in the estimate . I misunderstood, I think, the questioning regarding gifts ie thought had she received a gift from someone who had then died ie in previous 7 years.
Do I need to speak to probate office? Sorry its long but first application and only need it due to NS&I all other parties fidnt require it. Grateful thanks for any thoughts