What if I need to pay inheritance tax?
Probate can’t be granted until all tax liabilities on an estate have been paid, including inheritance tax.
We can release funds to HMRC for the purposes of paying inheritance tax, provided you supply a completed IHT423 form, inheritance tax reference number and the original or an official copy of the last will and testament.
For more information on obtaining an inheritance tax reference number please visit gov.uk.
Related questions
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I have a joint account but my spouse has passed away. Do I still have to provide you with a grant of probate? -
If the value of the funds is under £20,000, will I need a grant of probate? -
What happens if the deposit reaches maturity before we receive the grant of probate? -
How do I apply for a grant of probate? -
What is a grant of probate?