IHTM05113 - Exceptions where no grant is needed: small estates (England, Wales and Northern Ireland)
These cases are unlikely to appear for review but certain
statutes (principally the Administration of Estates (Small
Payments) Act 1965, as amended) and statutory instruments allow
some specified assets to be transferred without a grant (
IHTM05001). They relate chiefly to sums
payable by building societies, banks etc. This usually only applies
where the sum involved does not exceed a small specified amount. In
the case of deaths on or after 10 May 1984 the maximum amount
transferable without a grant should not exceed £5,000. More
details can be found in Tristram & Cootes Probate Practice, a
copy of which is kept in the Nottingham library.
In case of difficulty, Pre-Grant, via your Team Leader may be
asked whether a particular payment falls within the statutory
provisions.
(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)
Problems relating either to the feasibility of administration without a grant, or to the application of the official instructions about insisting on a grant should be referred to Pre- Grant.
