RogerS
Established Member
If any of you find yourself in the position of parent A dying before parent B and that the estate can take advantage of transferring the IHT nil rate band from parent A to parent B then here are just a few key pieces of information that you will need. DAMHIKT
Parent A
Date of death
Date of marriage or civil partnership
Place of marriage or civil partnership
Copy of their will (if they left one)
Copy of Grant of representation (ie probate) or if not available copy of death certificate
Copy of any Deed of variation or other similar document executed to change the people who inherited the estate
Parent B
If parent B dies and you don't have the above then life gets tricky to get the double IHT allowance.
Parent A
Date of death
Date of marriage or civil partnership
Place of marriage or civil partnership
Copy of their will (if they left one)
Copy of Grant of representation (ie probate) or if not available copy of death certificate
Copy of any Deed of variation or other similar document executed to change the people who inherited the estate
Parent B
If parent B dies and you don't have the above then life gets tricky to get the double IHT allowance.