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Deaths, Funerals & Probate Board Sticky
Relevant Forum threads you may find helpful: * Introduction to this board * Useful references * Guide discussion: Probate: How to do it yourself If you've spotted any other threads on this board which you think should be highlighted, please do let me know. Useful content from MoneySavingExpert.com: * Guide to probate *…
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will and affects
Hello, Strange one but let's go, Four people named in a will, three are executors, other a beneficiary. Will left by my late grandfather/father, On of the executors do live in the mortgage free property and has done since birth approx fifty years, So four people, Two whom are in receipt of UC, Two are state pensioners, All…
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What to do with money left to grandchildren who aren’t old enough yet
Hi I wondered if anyone had any advice please regarding my Fathers will who sadly passed away two months ago. He left some money to his grandchildren and stipulated in his will they had to be 25 years old before they received it. One is 20 years old and one is 23 years old now. My Father was going to change his will last…
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Four Different Banks with probate - four very different experiences
Firstly Nat West for the Executor Account - What a farce. You can't open a joint Executor account in branch, in fact you can't do ANYTHING in branch. You have to: Open a new account online THEN Add a joint account holder online THEN Get account changed to executor account (which you DO need to go into the branch for) We…
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Nationwide nightmare with bereavement team and inaccurate figures and no support
Hey all My uncle has been having a really horrific time with the Nationwide and their bereavement and complaints team. His wife died earlier this year, all he wanted to do was to sort out accounts and, as she wanted, move her money into his name and accounts. My auntie didn't have a will, but as the amounts weren't big…
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C1 Grant of Confirmation - Looking for help
Good evening, I recently lost both my parents and am looking for some guidance on the completion of the C1 Grant of Confirmation to enable the sale of the family home, a small amount of shares and to allow release of funds from Santander and Nationwide Building Society accounts and conclude the execution of the estate. My…
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Excepted Estate Clarification
Hi All I would welcome clarification of my situation if anyone can help. My Mum died in 2013. All bank accounts were joint and she and my dad jointly owned their home. Her will left everything to Dad and he did no probate or other paperwork and just carried on as usual (finance wise). My Dad died a few weeks ago but for…
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Deed of Variation / Joint Accounts
My dad died last November and I've found the various threads and comments on this forum very useful, so thanks! He died interstate and we've had a solicitors letter outlining what me and my brother are due under the laws of intestacy. Me, him and my mum are still around and the only beneficiaries. My dad had a 2nd house in…
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Completed c1 confirmation returned
I completed a c1 form but have had it returned with a letter saying corrections required on c1 form . They have marked the inventory at the bank accounts but unsure what ive to do .
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Probate time - Any chance in under a week?
South west of England. Just doing probate for my mums estate (A house worth 140k), NO savings, NO debt, NO bonds nothing. The house was left to me and my partner. The will was done through a solicitor. I filled out the forms today and sent them off (next day). What do you think the turn around will be before the court…
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Executor-dative scotland
I have completed a template to petition the court for executor-dative my mum passed away with no will and estate is above £36k.any advice on how I have completed the template
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Discretionary Trust Surrender
Asking on behalf of mother in law who’s sole remaining parent just passed. In summary and without as much commentary as possible: remaining parent died in Feb-26 (FY25/26) discretionary trust set up 7 years ago £33k approx remaining Two trustees (both daughters of deceased) are now the beneficiaries and remaining trust…
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IS THE FIRM PURE CREMATION TRUSTWORTHY?
You may have seen this firm's irritating ads on TV. I don't watch much TV, but when I do I have to put up with their repeated ads. A friend of mine used to work for Pure Cremation, but found the firm care more about business targets and sales as opposed to good customer service. Another friend of mine recently got a quote…
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Probate application help!
Hello, I know you'll probably tell me to pay for a solicitor but I'm really hoping some kind soul might help me with what should and shouldn't be included in my Dad's probate application. I'm almost there but going round and round in circles with the exemptions particularly for the IHT part as much of it passes to my Mum.…
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C1 Scotland Inventory
I have done a Scottish C1 Confirmation submission but I'm encountering hurdles getting the format of the C1's inventory accurate and theres nothing online with which to compare. The Sheriff is knocking it back due to 'formatting' issues and HRMC, when questioned (given it's their form), tell me they can't help and I need…
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Rewriting Will - thoughts
It’s getting a new Will drawn up time and I’d like to run a few things past those with experience. And, yes, it will be a solicitor Will. My current and past Wills have expressed my wishes in the form of gifts to executors, then absolute amounts to charities and to certain beneficiaries then a residual split. I felt this…
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Dealing with form R185 as a beneficiary
Hi, Quick question. If a higher rate tax payer receives form R185 but doesn't normally have to complete a self-assessment tax return then is there a simple way of paying e.g. writing a letter to HMRC or will they have to register for self-assessment? I'm assuming the onus is on the beneficiary to tell HMRC that money is…
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House in trust - who is responsible for buildings insurance?
Hi everyone My father sadly passed away a couple of weeks ago, he left his house in a trust to me & my two siblings. I am a trustee/executor as is his long term partner, who has permission to stay in the house as long as she wants to. We are on good terms. The household insurance expires at the end of the month and it was…
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How to compel Virgin to give access to my dads phone records
My father passed on 17th February following a short illness (pneumonia and sepsis) although he did have other health issues. He reported to his landlord on the 21st of January that he had no heating and he told me they had sent someone out, the thermostat was not working, and that they were coming back to replace it. On…
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inheritance tax
My assets total around £450,00. If I leave half my house valued at £400,00 to my son and the rest to my live in partner will inheritance tax be due?
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solicitor intervened
My solicitor has been intervened by solicitors regulators agency. my will is now in the S R A archives . updated my will April 2025 cost over £400 so that's all down the pan now. what's my next move in this situation
