Practical guidance from Simon Jenkins, Director at Curtis Legal.
The 7-year rule governs when lifetime gifts attract inheritance tax. Learn how taper relief reduces the bill on failed PETs and which gifts are immediately exempt.
Read more →A practical guide to a deceased TSB bank account, covering TSB’s £25,000 probate threshold, DocuSign electronic forms, the Farewill partnership, and how to release funds for funeral costs.
Read more →A plain-English guide to the main residence nil-rate band — the extra £175,000 IHT threshold available when a home passes to children or grandchildren in 2026.
Read more →Step-by-step guidance on valuing an estate for inheritance tax in England and Wales, covering the IHT400 form, asset categories, deductible debts, and HMRC deadlines.
Read more →Everything you need to know about a deceased Nationwide account, including the UK’s most generous funeral fund release of up to £8,000 same-day in-branch and Nationwide’s £50,000 probate threshold.
Read more →A complete guide to dealing with a deceased Bank of Scotland account under Scottish law, including Confirmation, the small-estate procedure, and how to release funds for funeral costs.
Read more →Halifax is the only major UK bank with 7-day bereavement phone support. This guide explains the £50,000 threshold, required documents, and when you need probate for a deceased Halifax account.
Read more →Santander’s £50,000 threshold and transparent bereavement policy make it one of the clearer banks to deal with after a death — this guide covers every step, including Cahoot accounts.
Read more →NatWest’s £25,000 probate threshold is half the limit set by most major UK banks — find out exactly what documents you need and when probate is required for a deceased NatWest account.
Read more →How long does probate take with a will? Most straightforward estates complete in 6-12 months. Complex estates take 2-3 years. Definitive 2026 timescales, stage by stage, with key deadlines.
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