We’d like to remind Forumites to please avoid political debate on the Forum.
This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
IHT 409 help please
purplepardalis
Posts: 681 Forumite
Thanks in advance everyone
My Dad had 2 work pensions. One of which was a final salary type and I have had confirmation that there are no post benefits due. Children only so nothing left on that one.
He had a separate draw down type where there is money left in the pot. He died under the age of 75 sadly and it's a discretionary type. Trust based so not part of the estate. The beneficiaries have been notified.
Do I need to include it on IHT409 or just put the details of the final salary one? There doesn't even seem to be the boxes to include more than one anyway
Thanks again everyone
My Dad had 2 work pensions. One of which was a final salary type and I have had confirmation that there are no post benefits due. Children only so nothing left on that one.
He had a separate draw down type where there is money left in the pot. He died under the age of 75 sadly and it's a discretionary type. Trust based so not part of the estate. The beneficiaries have been notified.
Do I need to include it on IHT409 or just put the details of the final salary one? There doesn't even seem to be the boxes to include more than one anyway
Thanks again everyone
0
Comments
-
All you need to do on IHT409 is answer no to Q1. That's it.1
-
Marvellous. Thank you so much0
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 351.9K Banking & Borrowing
- 253.5K Reduce Debt & Boost Income
- 454.1K Spending & Discounts
- 245K Work, Benefits & Business
- 600.5K Mortgages, Homes & Bills
- 177.4K Life & Family
- 258.7K Travel & Transport
- 1.5M Hobbies & Leisure
- 16.2K Discuss & Feedback
- 37.6K Read-Only Boards