Skip to main content

This is a new service – your feedback will help us to improve it.

Posted Tue, 28 Nov 2023 14:43:22 GMT by
I recently found out that my mum held some shares that I wasn't aware of when she died in 2012. I applied for a grant of probate at the time and no inheritance tax was due as the estate value was below the threshold. The new value of her estate including the shares is still below the threshold. Do I need to notify HMRC of the change in the value of her estate? It has been 11 years since I was granted probate and there is no inheritance tax due. Thanks
Posted Tue, 28 Nov 2023 15:14:18 GMT by HMRC Admin 18

Please contact the Inheritance Tax team for advice:

Inheritance Tax: general enquiries

Thank you.

You must be signed in to post in this forum.