IHTM39013 - Future claims: closing a file where an “F(CT)” marking is appropriate

When a file is ready for closing you should consider whether under the terms of the deceased’s will, or Intestacy (as varied by any Instrument of Variation ( IHTM35011) or Settlement - there is settled property

• in which an interest in possession exists, or
• there is no interest in possession.

Then where an interest in possession in settled property is found to exist, even if it is a limited interest such as

• A life interest
• An annuity
• A right to occupy a house

You should send SL 116 to the Trustees or their solicitors (This text has been withheld because of exemptions in the Freedom of Information Act 2000)

However, if after checking on ALF, a settlement file has already been created to deal with that interest, you do not need to send a SL 116.

(This text has been withheld because of exemptions in the Freedom of Information Act 2000)

• (This text has been withheld because of exemptions in the Freedom of Information Act 2000)
• (This text has been withheld because of exemptions in the Freedom of Information Act 2000)

• (This text has been withheld because of exemptions in the Freedom of Information Act 2000)
• (This text has been withheld because of exemptions in the Freedom of Information Act 2000)