UC and inheritance

Britannia12345

I've been lucky enough to receive a substantial amount in an inheritance from a relative. I thought I just had to declare the amount to UC and this would close the claim but when I posted the change of circumstances on journal they said I had to make an appointment with the Jobcentre and take in three months' worth of bank statements. 
When I queried with them why this was necessary this is the reply I got:

This is the procedure when Capital over £16,000.00 is declared as we need to see if there is any disregard that may affect your Universal Credit Award.
However, if you do not wish to attend an Appointment with your evidence and want to close your claim, then you will both need to complete the 'Request to close your claim' option from the Homepage of your online Account.

HillStreetBlues

If you have the inheritance now, just close your UC claim


Report a change, then request to close your claim.

Numberwang_2

From experience if you are just over the £16k, they go through the last 3 months, to see if there are any disregards, eg, if you still had the cost of living payments, or equivalent in savings then these would be disregarded, also if you have any debts they recommended paying those off too and putting some in a pension and there were some others, but can’t remember as not relevant to myself. I found them very helpful. Or you can just ask them to close the claim.

Newcad

Britannia12345 said:

I've been lucky enough to receive a substantial amount in an inheritance from a relative. I thought I just had to declare the amount to UC and this would close the claim .....

'Substantial amount' will mean different things to different people.

So are we talking about say £20K, or is it nearer £50k, or nearer £100k, or more?

If it's in the £16>25k region then as said they will want to check that you are discounting all that you can, just in case you don't need to close your UC, and then have to claim again in a couple of months when you have used a couple of thousand of the money to live on.