Estate administration: valuing the estate: initial letter to a pension scheme administrator | Practical Law

Estate administration: valuing the estate: initial letter to a pension scheme administrator | Practical Law

This is a standard letter to a pension provider to enquire about the value of either a deceased's occupational or personal pension for inheritance tax purposes. It may also be used where the deceased had a retirement annuity contract (these products were replaced by personal pensions with effect from 1 July 1988).

Estate administration: valuing the estate: initial letter to a pension scheme administrator

Practical Law UK Standard Document 3-383-9160 (Approx. 8 pages)

Estate administration: valuing the estate: initial letter to a pension scheme administrator

Maintained, England, Wales
This is a standard letter to a pension provider to enquire about the value of either a deceased's occupational or personal pension for inheritance tax purposes. It may also be used where the deceased had a retirement annuity contract (these products were replaced by personal pensions with effect from 1 July 1988).