Forum Home» Marriage, Relationships & Families» Deaths, Funerals & Probate

Question on spouse exemption on form IHT404 and Probate form re Trusts (Q2.12?)

New Post Advanced Search

Question on spouse exemption on form IHT404 and Probate form re Trusts (Q2.12?)

Couple of questions on IHT forms I still not sure about: 
- On IHT404 Box 4 and Box7 - Exemptions and reliefs for the jointly owned assets  - Do I put the total of the relevant spouse exemption here and then also list any of these that are through survivorship in box 11? 
- On probate Q2.12 - "Was there any land vested in the person who has died which was settled previously to their death and which remained settled land not withstanding their death?" - I am assuming that a 1/2 share of a house in the deceased's name that was put in trust 4 years ago and where the deceased was a trustee means that the answer to this should be yes?
Sign In or Register to comment.

Quick links

Essential Money | Who & Where are you? | Work & Benefits | Household and travel | Shopping & Freebies | About MSE | The MoneySavers Arms | Covid-19 & Coronavirus Support