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Valuing estate
Bobziz
Posts: 676 Forumite
Quick question for those in the know. My late father held a investment bond with two lives assured, himself and his spouse who is still alive. The policy only automatically pays out on the death of both assured lives.
I'm intending on assigning the policy to mum, but can't work out whether I need to declare this as part of his estate, and if I do, where on the HMRC 'valuing an estate' online form I can do this. Any help would be much appreciated.
I'm intending on assigning the policy to mum, but can't work out whether I need to declare this as part of his estate, and if I do, where on the HMRC 'valuing an estate' online form I can do this. Any help would be much appreciated.
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