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Posted Wed, 11 Sep 2024 15:46:31 GMT by Frances Hinden
(This is an IHT administration question - sorry if it is in the wrong place) My husband recently died and I am his personal representative. I am also inheriting all his assets, so from an IHT perspective there will be no IHT to pay. The question is whether I need to do the IHT forms, or whether it is an exempt estate. His assets are over £500K and under £3 million and everything is left to me. He also has a stakeholder pension, which I understand is outside the estate so doesn't count towards the £3 mln limit So far, no IHT forms required. He did however contribute to the stakeholder pension while he was ill knowing he had a very limited lifespan (because I didn't cancel the direct debit in time). This was less than the permitted limits given he still had employment income in year and in total was
Posted Thu, 19 Sep 2024 08:50:24 GMT by HMRC Admin 20 Response
Hi,
Please contact our Inheritance Tax team for advice.
Inheritance Tax: general enquiries
Thank you.

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