Handling the estate after death

getmore4less

Should be able to get the bank to do the certified copy and send it to the team that need it.

Check the form some say you can have on indemnity but not if you are getting the grant.

tommytynan123

Thanks.
Yep - bank are happy that I can do the certified copy at a branch. On the same account - I initially received a letter from the bank in question saying that the value was £28K but for probate was £26K (approx). Under their threshold so happy to release without probate. Total estate is about £290K
It was a PIP Personal Investment Plan (£30K) which also paid £100 a month from inception to my mother. Taken out in about 2007. It is not an annuity.
Got a letter today saying that following the death of (mother) a chargeable event has arisen under the policy and the chargeable event gain is £6.8K (approx) and must be entered on relevant tax form.
.. chargeable event? (Is that the interest that this plan has accrued since inception?)
Thanks