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    • vonsworld
    • By vonsworld 16th Jun 17, 4:54 PM
    • 54Posts
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    vonsworld
    DWP Recovery from Estates - Pension Credit - Is this a standard letter ??
    • #1
    • 16th Jun 17, 4:54 PM
    DWP Recovery from Estates - Pension Credit - Is this a standard letter ?? 16th Jun 17 at 4:54 PM
    Hi

    My Mum passed away in March and I am her executor. I've completed the inheritance tax and probate forms and have now received the grant of representation.

    However I have just received a letter from the "DWP Recovery from Estates" asking for details of her property and savings because she was claiming pension credit, and in their words they may be entitled to make a claim against the estate.

    Is this a standard letter they send to everyone? I only ask because my Mum's affairs seem very straightforward, and therefore their enquiry a waste of time.

    My Mum's house was worth about £175,000 and her total savings came to £7900, which I can prove with bank statements.

    My understanding is the value of the house doesn't count, and only savings over £10,000 will effect pension credit? Please could someone confirm this is correct...

    The other odd thing is that I have already provided the savings figures to the Inheritance Tax Department, so why don't the recovery from estates people just ask them? Doesn't the DWP talk to the HMRC?

    Thanks for your opinions and advice :-)
Page 1
    • Yorkshireman99
    • By Yorkshireman99 16th Jun 17, 5:18 PM
    • 2,636 Posts
    • 2,077 Thanks
    Yorkshireman99
    • #2
    • 16th Jun 17, 5:18 PM
    • #2
    • 16th Jun 17, 5:18 PM
    Standard letter and procedure. Sadly they take months to sort themselves out. No liaison between them and HMR&C.
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