3 guides
Valuing the estate
Establishing what the estate is worth at the date of death, with evidence the registry and HMRC will accept.
5 min read
What happens to a joint bank account when someone dies?
How joint accounts pass on death, whether they form part of the estate, how to report them for Inheritance Tax, and when survivorship does not apply.
Read the guide5 min read
Inheritance Tax on jointly owned assets
How joint property, joint accounts and shared assets are valued for Inheritance Tax, joint tenants versus tenants in common, and the joint property discount.
Read the guide5 min read
Notifying banks, pensions and insurers after a death
How to notify every organisation holding an asset after a death, what to ask for in each letter, and how to keep the responses organised.
Read the guide