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Will/TrusteeIHT
Hitting
Posts: 191 Forumite
in Cutting tax
If a surviving spouse is left the deseaed estate as a trustee in spouses Will does the rule of spouse automatically having IHT exemption where it exceeds NRB still apply?
0
Comments
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Discussed previously
https://forums.moneysavingexpert.com/discussion/comment/72225646#Comment_72225646
See also
https://thewillbureau.wordpress.com/2013/03/11/what-is-an-immediate-post-death-interest/
http://www.tolleytaxtutor.co.uk/taxtutor/files/subscriber/personal-tax/uk-trusts-and-estates/lectures/1d12.pdf
It is clear that the issue is a matter of concern for you. Have you discussed the matter with a solicitor expert in wills and trusts?0 -
I thought a simple question would have a simple answer!....apparently not.0
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