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excepted estate
wilkko73
Posts: 127
Forumite
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?
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Comments
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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.1
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