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Probate & underestimated estate value
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Pension payments do form part of a deceased persons estate, but they are not included as part of an Inheritance Tax liability calculation.bodorange said:The letter from the pension firm said:'The above policy is a Retirement Annuity Contract and the benefits are payable to Mr ***'s estate.'I did not have to do an IHT form. I completed the online probate application, which included an online dialogue to estimate the estate.If the estate agents' estimates are correct, then I underestimated by over 30%.Mortgage free
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