We have an estate where the whole estate passes to the spouse under a life interest trust. Estate is valued around £2.5m. I’m sure this has been asked before but is this an excepted estate and no requirement to complete the IHT400?
We have an estate where the whole estate passes to the spouse under a life interest trust. Estate is valued around £2.5m. I’m sure this has been asked before but is this an excepted estate and no requirement to complete the IHT400?