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!

Claiming Bank Charges on behalf a deceassed spouse

Can anyone help! I woudl like to claim bank charges back on behalf of my brother, his wife passed away last year and looking back at her statements she had many charges, can he claim for these? Her account has since been closed.

Any advice woudl be appreciated:wink:

Comments

  • Orford
    Orford Posts: 2,199 Forumite
    Part of the Furniture 1,000 Posts Combo Breaker
    Yes he can. Luckily he has her statements since the Data protection Act doesn't apply to dead people and the bank may have refused to supply them.

    If it was a joint a/c he can claim as the a/c holder, otherwise for a sole a/c he can claim as executor of her estate, since an executor has a duty too collect all monies due to the estate. The fact that the a/c is closed makes no difference

    He will probably need to show some documentary evidence that he is an executor.
This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 351.7K Banking & Borrowing
  • 253.4K Reduce Debt & Boost Income
  • 454K Spending & Discounts
  • 244.7K Work, Benefits & Business
  • 600.1K Mortgages, Homes & Bills
  • 177.3K Life & Family
  • 258.4K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.2K Discuss & Feedback
  • 37.6K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.