IHTM03342 - Files: VIP and Royal files

A number of cases are classified as Very Important People (VIPs) and are accorded a higher level of security. They are worked and stored separately and access is restricted on COMPASS.

There are two main categories:

Newsworthy estates.

If you are dealing with the estate of someone who you consider might fall into this category, you should refer the case to the Secure Cases portfolio holder.

Estates connected to staff.

Estates of relatives of members of staff are given VIP status. There are two reasons for this: firstly, to afford a degree of privacy to the individual concerned; and secondly to protect them from any risk of conflict of interests or an accusation of improper behaviour. This applies to estates where a member of staff is either the personal representative or a beneficiary of the estate. Should you find yourself in either position, and you know that an IHT400 has been or is to be delivered (this does not apply to excepted estates unless the estate is selected for sample) you should let the Secure Cases portfolio holder know so that the estate can be handled as VIP from the outset. Arrangements will usually be made for the file to be worked in a different location from the member of staff concerned.

Members of the Royal Family, foreign Royalty and heads of state

Any issues involving members of this or any other country's Royal Family or foreign heads of state should be referred to the Assistant Director, Litigation.