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.
The MSE Forum Team would like to wish you all a Merry Christmas. However, we know this time of year can be difficult for some. If you're struggling during the festive period, here's a list of organisations that might be able to help
📨 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!
Has MSE helped you to save or reclaim money this year? Share your 2025 MoneySaving success stories!
iht400 and a testamentary trust plan will
linda64
Posts: 15 Forumite
Hi I am in process of completing IHT400 and all of the many schedules that apply as a consequence of completing this form. I have had a conversation with lawyer who is saying that because my father in law had a testamentary trust plan will this is not a straight forward will . He advises me to use lawyer . Don't know if he is just scaremongering me. What are the complications to this type of will does anyone have any advice for me please.
0
Comments
-
I would certainly take professional advice in setting up the trust, but it should not make the IHT return more complicated.1
-
What does the will say.
Could be a simple IPDI or something more complicated.0
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 352.9K Banking & Borrowing
- 253.9K Reduce Debt & Boost Income
- 454.7K Spending & Discounts
- 246K Work, Benefits & Business
- 602.1K Mortgages, Homes & Bills
- 177.8K Life & Family
- 259.9K Travel & Transport
- 1.5M Hobbies & Leisure
- 16K Discuss & Feedback
- 37.7K Read-Only Boards
