excepted estate

wilkko73

i'm just organising some bank statements to take to solicitor for what I believe is an excepted estate and i have been looking at the isa bank statement.I forgot that last year when I opened a new issue isa for mum instead of keeping the interest in the isa I had the interest paid in to mum's current account each month which was £90 ish has this complicated things in terms of an excepted estate or is it no longer an excepted estate?

poppystar

An excepted estate is based on the total value of the estate so where the money is held can’t make any difference to that - assuming both accounts were in her name and you’ve included both in the total value of the estate.