My mother died over a year ago. I've just received some paperwork on an investment fund which is still open in her name (I was her Power of Attorney).
This fund must have been missed out by the solicitors when they dealt with the probate of her estate which has been approved by the HMRC and her estate divided as per her will. This fund would have been included in the details they had been given.
If I go back to the solicitor, they will, no doubt, charge me for further paperwork in dealing with this which is really their error but, having signed off on everything, I guess they'll be absolved from blame.
Will we have to go through all that rigmarole again or can we sort it between my siblings and I? I think I probably know the answer to this but would appreciate any suggestions on how to tackle the problem.
Get a redemption figure statement from the fund - contact HMRC to see how much they want - share the residue out in the same proportion as the main body of the estate was shared.
Get a redemption figure statement from the fund - contact HMRC to see how much they want - share the residue out in the same proportion as the main body of the estate was shared.
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