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End of life estate advice from the hive please
at 19:29 11 Jan 2023

My mother passed away last year just leaving a few grand in a couple of bank accounts (one of which was HSBC) and little else. It was well below the threshold for inheritance tax.

Both banks released the funds to me on sight of a death certificate, and I just needed to fill out a couple of forms.

It felt a bit strange to me that I didn't need to complete probate. I rang HMRC and they advised that if the banks were happy to release the funds, and it was under the inheritance tax threshold, then there was no need for me to complete probate. I settled everything without using a solicitor or going through probate.

I second the suggestion about using 'Tell Me Once'. The Registrar provided the details for how to do this when I registered the death.

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Bettamoose

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