Certificate of inheritance

Finance, Taxes, Banking, Insurance and Retirement
1
I’m trying to help a friend here in the uk whose husband recently died. He held a vested benefit account having previously worked in Switzerland several years ago. My friend has completed some paperwork to try and access the fund but is keep being asked to provide a certificate of inheritance? what is this document or the UK equivalent. They are both UK nationals. He died in the UK . Grateful for any advice on how to resolve this.

2
It's a document that states who the legal heirs are. I only know the Swiss version, but I can ask a Swiss-UK friend.

Tom

P.S. Just sent him a PM.

3
OK, according to my UK friend:

"In English that sounds fine."

"That would be something provided by the solicitor dealing with probate after somebody dies."

Tom

4

I am not 100% certain but I think she needs the letter of probate or possibly a letter of administration.
An inheritance certificate as such doesn’t exist in the UK.

You might find more info here

https://www.citizensadvice.org.uk/fa…administration

Edit to add: ch.ch seems to say that it is indeed a grant of probate.

https://www.ch.ch/en/documents-and-r…f-inheritance/

5
If it is in the german part, it is called a Erbschein.

Iirc we got this through the notary where the will was filed. Maybe the Gemeinde can also help?

6
In this case since the deceased and his surviving spouse were both UK residents at the time of death and they are probably dealing with a UK will I think a uk solicitor would be the best place to sort this out.

If there is a solicitor dealing with the will and estate they will be able to provide the necessary documents.

7
You need a notarised copy of the grant of probate.

8
Thank you

Thank you

Thank you

9
Yes, that is what my UK-Swiss friend said.

While he is back in the UK since a while, he is also familiar with the Swiss side, which is why I asked him.

Tom