Inheritance question

alanmids
alanmids Online Community Member Posts: 13 Listener
Hi, person on income related ESA soon to receiving inheritance amount that no doubt will end his ESA and CTaxSupport entitlement. He has been given option of receiving nearly half now as interim payment, or all of it in about 2 months. He prefers the second option for house purchase and other reasons. My question is: if he chose that option, would he be deemed as in effect receiving it now because he had the chance to do so, and be considered as having to declare his sudden wealth increase/give up his ESA as soon as the interim amount was accessible, whether he accessed it now or not? He also wonders about informing the DWP, he presumes he just rings them on day of money received (or is accessible, if that applies) to simply inform that he has received an inherited sum of an amount that ends his entitlement?

Comments

  • calcotti
    calcotti Online Community Member Posts: 10,001 Championing
    edited June 2023
    The inheritance will count as his once it is available. To report it ring ESA as soon as it is available..
    Is the ESA entirely income based or a mixed award including contribution based ESA topped up by income based ESA?
  • alanmids
    alanmids Online Community Member Posts: 13 Listener
    Thank you so much. I didn't want him to gamble on a decision that if he chose wrong could have compromised him. It is all income ESA, I feel sure. He is disabled. He is apprehensive about ringing them, not in the context of telling them about the change because he knows he must and wants to, but in the context of he just finds it stressful generally with communications and wonders whether it is such didn't to just tell them the material fact or whether they do to speak want his inside leg measurement ref the details.
  • calcotti
    calcotti Online Community Member Posts: 10,001 Championing
    edited June 2023
    alanmids said:
     It is all income ESA, I feel sure
    If it is not certain then it could be checked (by ringing ESA or by looking at the award letter). If any contribution based ESA is included the contribution based part would want not be affected by the inheritance
  • alanmids
    alanmids Online Community Member Posts: 13 Listener
    *whether it is sufficient to just tell them*
  • calcotti
    calcotti Online Community Member Posts: 10,001 Championing
    alanmids said:
    *whether it is sufficient to just tell them*
    I don't know what this post means.
  • alanmids
    alanmids Online Community Member Posts: 13 Listener
    Sorry I was correcting the autotype-caused wording error in my preceding post.

    My brother receiving inheritance basically has an anxiety about any communication process with DWP. He hopes to be assured that all he has to do is to simply ring them to say he has just received inheritance money of £X amount and hope that will be sufficient to end his entitlement and satisfy the reporting requirement.

    Ref income/contribution ESA, I can confirm it is entirely income related in his case.

    We really appreciate your kind advice. Thank you very much indeed.
  • calcotti
    calcotti Online Community Member Posts: 10,001 Championing

    alanmids said:
    He hopes to be assured that all he has to do is to simply ring them to say he has just received inheritance money of £X amount and hope that will be sufficient to end his entitlement and satisfy the reporting requirement.
    I thought my previous post had covered this.
    calcotti said:
    The inheritance will count as his once it is available. To report it ring ESA as soon as it is available.

  • alanmids
    alanmids Online Community Member Posts: 13 Listener
    Thank you