What next?

shiraz99

Probate was granted, IHT wasn't payable, house sold and all monies distributed according to the will, no CGT payable, estate accounts finalised and documented  is that it or is there anything else I need to do as executor?

badmemory

The residual beneficiaries I believe are entitled to copies of the accounts.  But otherwise job done.

Notepad_Phil

Did any interest or dividends etc get paid into the estate which would require a R185 (Estate Income) form to be passed onto any residual beneficiaries?

https://www.litrg.org.uk/tax-nic/trusts-and-estates/bereavement-tax-issues-death/tax-income-and-gains-after-death

shiraz99

Notepad_Phil said:

Did any interest or dividends etc get paid into the estate which would require a R185 (Estate Income) form to be passed onto any residual beneficiaries?

https://www.litrg.org.uk/tax-nic/trusts-and-estates/bereavement-tax-issues-death/tax-income-and-gains-after-death

No, none of that.

shiraz99

badmemory said:

The residual beneficiaries I believe are entitled to copies of the accounts.  But otherwise job done.

Yes, that was done.