06 Mar 2019

A question about : Problem completing PA1

I'm in the process of obtaining probate for my Nan's estate and have come across a stumbling block.

We know she has accounts with NS&I but we don't know how much is in them/what they are worth. NS&I have said that they won't tell us until we have the Grant of Probate. All well and good, but without an answer from NS&I we can't calculate the full value of the estate, and without the full value of the estate we can't complete form PA1, which needs the total value of the estate from IHT205.

There must be a way around this surely?

Best answers:

  • Fill in the IHT forms with estimates and is there space for noted why these are estimates.
    (you could phone HMRC and ask if they are happy with that)
    transfer the relevent numbers to the PA1 form
    if you need to go back and change things(because there is now IHT) then so be it.
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