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Adding an Inheritance

  • Updated

Details of your inheritance

After selecting to add a source, you will then have the option to select inheritance. When adding inheritance you'll need to provide the following information:

  • The amount you are using from the inheritance

  • The name of the person the inheritance is from

  • When you received, or expect to receive the inheritance

  • If the money was not paid to you, the name of the person the funds were paid to

  • If the funds were received from outside the UK

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Once you have added the source, you'll see the outstanding balance update to reflect this. If you need to change or remove the savings please select 'edit' next to it.

Evidencing your inheritance

If you have added an inheritance as a source you'll need to provide evidence of this. You'll be given a new task to upload a document confirming the inheritance.