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Will, Co-Executors, Property and Probate

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  • Keep_pedalling
    Keep_pedalling Posts: 20,817 Forumite
    Tenth Anniversary 10,000 Posts Name Dropper Photogenic
    chaotic_j wrote: »
    Hi,

    Is it possible to claim unused inheritance tax allowance from wife's grans husband who passed away in the late 1980's?

    A search online brings up no result for probate, we haven't found a will. What would we need as proof for the exemption?

    Why would a solicitor not suggest using the main residence exemption which would cover the full value of the property?

    Many thanks.

    No probate on a first death is very common, and HMRC would need to prove that not all of his estate was passed to his wife if they wanted to mount a challenge.

    The only reasons I can think of for not claiming the residence NRB is that if forces you to go down the IHT 400 route rather than using the much simpler IHT 205, 217 procedure, or your solicitor is not up to speed with IHT rules.
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