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[Deleted User]
[Deleted User] Posts: 0 Newbie
10 Posts Second Anniversary
edited 11 February at 1:42AM in Deaths, funerals & probate
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Comments

  • The answer to the first question is as soon as possible. Hopefully the deceased kept good records for their executors so going through 7 years of bank accounts won’t be nesessary.

    As for the second question the answer is no, a gift does not form part of the heritable estate although it will be included for IHT purposes if it was done within 7 years of the death.
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