Hopefully someone on here can answer this before I have to phone HMRC.
I’m the executor on a will and am currently wading through probate and IHT info.
The estate is small, less than the IHT threshhold.
It is all passing to a surviving spouse.
I’m hoping I can avoid having to get a grant of representation. As the state is property, bank accounts and a small amount of shares (less than capital gains threshold). I need to phone the various institutions to find out if this is the case.
do i still need to fill out IHT paper work? form 205? An actual link to where this is stated would help.
If one of the banks ends up being difficult then I will have to do this anyway but I’m really hoping to avoid the hassle.