We’d like to remind Forumites to please avoid political debate on the Forum.
This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
The Forum now has a brand new text editor, adding a bunch of handy features to use when creating posts. Read more in our how-to guide
Estate accounts
ameliarate
Posts: 7,389 Forumite
Hi does anyone know how long an executor should keep estate accounts? I have googled but found various answers so am unsure.
Thanks,
We don't stop playing because we grow old; We grow old because we stop playing.
0
Comments
-
HMRC say they may require to see them for up to 20 years, along with some other information. I am not sure if anyone else requires you to keep them longer. I wonder how many non professional executors keep them that long in practice.ameliarate said:Hi does anyone know how long an executor should keep estate accounts? I have googled but found various answers so am unsure.Thanks,
https://www.gov.uk/valuing-estate-of-someone-who-died/records
1 -
I have estate information and docs going back 2 generations just in case.
Never know when you might need a certificate, will or grant if another inheritance comes out of the blue from a distant relative.
10 years ago, we had an issue that had been unresolved from a grandfathers death many years previously, going back through the paperwork resolved it.
They take up very little room even even with a few peoples docs.
1 -
And always of interest to a genealogist!!!getmore4less said:I have estate information and docs going back 2 generations just in case.
Never know when you might need a certificate, will or grant if another inheritance comes out of the blue from a distant relative.
10 years ago, we had an issue that had been unresolved from a grandfathers death many years previously, going back through the paperwork resolved it.
They take up very little room even even with a few peoples docs.0
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 353.6K Banking & Borrowing
- 254.2K Reduce Debt & Boost Income
- 455.1K Spending & Discounts
- 246.6K Work, Benefits & Business
- 603K Mortgages, Homes & Bills
- 178.1K Life & Family
- 260.6K Travel & Transport
- 1.5M Hobbies & Leisure
- 16K Discuss & Feedback
- 37.7K Read-Only Boards