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Executors account and Stamp Duty questions

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Comments

  • thegreenone
    thegreenone Posts: 1,217 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    Is Sister aware of Capital Gains Tax?  Holding on to the property, under-valuing it and not using the Nil-Rate Band could have cost the estate dearly.  If sister has mismanaged, it should come out of her portion.  Your husband needs to step up to his sister and employ a solicitor.

    Capital Gains Tax to pay for the 2023 to 2024 tax year - Calculate your Capital Gains Tax - GOV.UK

    I did some basic, guesswork calcs based on what you have told us above and CGT comes out at nearly £30k.   Will stand corrected.

    And she was worried about IHT.


    CGT won’t be an issue for her as it is her main residence, it will however be an issue for the OP’s husband. Under declaring the value was a really stupid thing to do as his estate was miles away from being liable for IHT.

    Ah yes, thank you.  Not an issue for her, so that's where her selfish accountant brain was going.  Sadly, not thinking about her brother.
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