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IHT question
diamond_dave
Posts: 828 Forumite
in Cutting tax
I am the executor of a widow who died recently and have to fill in form IHT 205 for inheritance tax. The estate is simple and well under the amount to attract IHT but I am stumped over questions 7 & 8 regarding pensions.She had no works pension only a state pension, but received payments from her late husbands works pension.Q 7 asks: " Did the deceased have any kind of pension arrangement other than state pension?" As the pension was her husbands is this YES or No? as the pension wasn't an ASP question 8 should be no.Can anyone confirm this, please? i have tried ringing HMRC but they are constantly busy.
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Comments
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diamond_dave wrote: »As the pension was her husbands is this YES or No?
After her husband's death, the pension was no longer his but hers so Yes is the correct answer.as the pension wasn't an ASP question 8 should be no.Can anyone confirm this, please? i have tried ringing HMRC but they are constantly busy.
Sounds correct.0
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