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Will Details

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25Irene25 | 15:07 Tue 11th Jul 2023 | Law
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As a beneficiary of a will are you entitled to know all the details, including how much inheritance tax has been paid and the final amount paid out.
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If you are a beneficiary of residue you should be provided with a copy of the estate accounts showing how the estate has been dealt with.

If you are a beneficiary of a specific amount or item of property, you are not entitled to see the estate account in ordinary circumstances.
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Thanks Barmaid. In this instance there was no will so presumably the beneficiaries will each get a copy of the final account.
Yes the administrator of the estate should provide all the beneficiaries entitled under intestacy with a copy of the accounts.
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Thanks Barmaid Your Knowledge is appreciated.

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