Estate administration: valuing the estate: initial letter to a life insurance and annuity provider | Practical Law

Estate administration: valuing the estate: initial letter to a life insurance and annuity provider | Practical Law

This standard letter sets out the questions to ask for inheritance tax purposes when, during their lifetime, a deceased paid premiums on a life insurance policy or purchased an annuity (but not an annuity linked to a pension).

Estate administration: valuing the estate: initial letter to a life insurance and annuity provider

by PLC Private Client
Maintained • , England, Wales
This standard letter sets out the questions to ask for inheritance tax purposes when, during their lifetime, a deceased paid premiums on a life insurance policy or purchased an annuity (but not an annuity linked to a pension).