GUIDE CONTENTS
Practical matters to consider immediately after death. Security of property. Children and pets.
Getting a medical certificate, registering the death, funerals, power of attorney.
What's in a will. What to do if there is no will. Divorce and re-marriage.
1D. WHO SHOULD ADMINISTER THE ESTATE?
Executors or Administrators. Intestacy Provisions. Unmarried partners.
Practical guide to finding and organising the documents you will need. Online accounts.
The most common parties who need notification of death with template letters.
Starting the financial paperwork. Which HMRC form to use. Nil rate bands.
Detailed guidance on valuing the most common types of asset.
6. IHT FORMS, CALCULATION AND PAYMENT
Links to the right form for you to complete. Executors bank account. Loans to pay any Inheritance Tax due.
The probate process. Which forms to send where. Swearing the Oath.
8. REALISING ASSETS AND PAYING DEBTS
Template letter to asset holders. Taxation issues in probate. Medallion Guarantee Stamp for US Shares.
Wills and legacies. Intestacy distributions.
Who are they, what to do if they're missing or bankrupt.
Finishing the process. HMRC powers.