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IHT and overpaid pension
R0bbieS
Posts: 5 Newbie
in Cutting tax
I'm sorting out the IHT for my late sister (no children or spouse). She has had her private pension paid after her date of death as well as her old age pension and DLA so she owes money to all 3. I cannot find anywhere on the IHT forms to list these as they should be deducted from her bank balance at date of death to reduce IHT due. I believe DWP can claw back the overpayment from the bank but the others can't.
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Box 82 IHT 400.1
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