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Probate

4 replies

DorisParchment · 28/12/2022 11:09

My Mum died in October, and I think I have finally found all of her bank accounts, premium bonds and investments. I’m aware that I should benefit from my father’s unused IHT threshold and 2 x £175,000 for the house, but there doesn’t seem to be any way of entering this on the gov.uk website. With these allowances, I should be well under the IHT threshold, but without them, the bill looks huge. How can I ensure that this is taken into consideration? I’ve got all of my Dad’s paperwork from probate. Would it be best to file for probate on paper rather than online? It’s complicated by the fact that I am working overseas until next summer, and in a different time zone, so haven’t managed to get hold of the IHT helpline yet. Or should I just pay someone to deal with it all?

OP posts:
prh47bridge · 28/12/2022 13:29

You deal with that when you complete the inheritance tax forms - IHT400, IHT402, IHT435 and IHT436.

DorisParchment · 28/12/2022 16:19

@prh47bridge thank you! I just need to set aside some time to start with the forms…

OP posts:
DorisParchment · 15/08/2023 18:21

@prh47bridge I just wanted to thank you for your help with this. (You gave me good advice on another thread too.)The grant of probate has just come through at last.

OP posts:
prh47bridge · 15/08/2023 19:28

You are welcome.

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