Inheritance Tax is a tax on the estate (the property, money or possessions) of someone who has passed away.
Valuing the estate
There are only deadlines if the estate owes Inheritance Tax If it does, you’ll need to:
HMRC can ask to see your records up to 20 years after Inheritance Tax is paid You must keep copies of the:
Final Accounts Include any documents showing how you distributed money, property or personal belongings from the estate
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