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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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IHT form 400 asking for copy of POA
Hi all, having returned the original and copies of the POA, I have discovered that the IHT form 400 requires a copy of the POA if you acted using it while the doner was alive. I don't have a copy of the reference either. Has anyone else come across this and how do I get a copy? I think you have to pay if you request one,…
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Gifts on a Wedding
Gifts of up to £1000 made on a wedding (before the actual wedding) are free of IHT if my understanding is correct, even if one is not related to the person getting married. Doesn't that mean that one can actually give £2000, as £1000 to each of the pair.
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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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Unhelpful BBC news reporting on estate planning
So this week - there was an episode of BBC Money Box which covered estate planning. https://www.bbc.co.uk/sounds/play/m002wj1f Millions of adults across the UK, have not told their families what they want to happen to their money and property when they die. STEP, the Society for Trust and Estate Planners, reported this…
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Probate / Will Query
First time executor here, feeling a little daunted. I am executor along with my spouse ( Executor B) for a good friend who passed away recently. The deceased's estate is well under the IHT limit. The deceased was married and their residence was held as tenants in common 50/50 with their spouse They ( the deceased ) left…
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Removing an Executive
Hello, my father passed recently and I have some questions that can hopefully be answered. His unmarried partner who lived with him is the main beneficiary - her bother is executor of his will. I stated to my father’s partner that I was going to post on social media about my father’s passing and I wanted a nice photograph…
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Storing a will
I am resident Spain but have made a UK will to cover my UK assets, which just needs to be signed when I come to the UK in June. But I was wondering about the storage of the will. I know most people leave it with the solicitors who wrote it, but I also see that it can be deposited with the HMCTS for a one-off fee, either by…
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Dignity Funeral Plan Refund
Hi, First time posting, I'm just looking for some advice since its my first time planning a funeral! So, my Uncle passed away recently and when we managed to get hold of his details, it turned out that he had a funeral plan with Dignity Funeral Plans (transferred from Rest Assured when plans became FCA regulated). That…
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Free Wiils Month
As part of free wills month, my solicitor has drawnup my will and wants to charge me £350 + vat, because, she says it is not a simple will. I own my own house and want to leave it to my children, but also want my new partner to stay in the house until he passes away. I think this an example of a simple will. Does anybody…
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Viewing a Will - Govt Service
Hi, I've used the Probate Service view a will Service and have paid the fee to request a copy of a will. I've so far not received the will and can't find any email or phone contact details to follow this up. The main probate helpline always has a 90min wait time and probably aren't the right people anyway. Does anyone have…
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Do I need a 'right to reside' clause?
My husband and I are updating our will. It's fairly simple in that we want our house to go to the surviving spouse first and then to be split equally with our 2 adult children when we both pass. The advisor has recommended we include a 'right to reside' clause but I'm not sure whether this is necessary. Is this a common…
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Wondering about legal action for advice to my parents on putting their house into a trust
Hi everyone,I have discussed this in other threads, but my parents were badly advised by their financial adviser and a lawyer to put their home - principle asset - into a lifetime trust. They signed over their shares in the family home to the Trust, and appointed 4 trustees. The trustees were myself and my sister, and…
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Legacy to grandchildren
Hello, wise ones! Before going ahead with a SIPP drawdown, I would like to check that doing this is the only option. The scenario is that my recently deceased husband left a legacy of £10k to each of our two (now adult) grandchildren. Due to long term care home costs for prior to his passing, the bulk of our cash is in a…
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Inheritance House Question
hi, I am looking at the best way to maximise inheritance for my family. I own a house approx value 600k and my daughter and her family have lived in it 8 years rent free the house is in my name. My husband passed away 3 years ago and everything was joint account's he had one account with approx. 50k. My question is would I…
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Initial Writ for Executor Dative
Hello I am new to this forum. I have recently lost my husband and am needing to apply for executor dative. I have made two attempts so far using information kindly given on this forum. I cannot see where I am going wrong. We had no children and there is only me. I wondered if anyone could put me right if I share my last…
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Will storage
Hoping to sign my revised will, drawn up by STEP solicitor, tomorrow. They would store my will & register it with National Will Register. BUT they are merging with another legal firm at the end of the month & if I want new firm to store will I have to agree that my file will be xferred, sign new T&Cs etc by 26 May I think…
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Beneficiary won’t acknowledge receipt of final (residual) distribution
Have I fully completed my obligations as Executor if one person has not banked their cheque or confirmed (using the SAE and pre-printed acknowledgement letter I supplied) the receipt of Estate Accounts and their share of the final distribution ? The individual has replied to an email to confirm they “think” it arrived, but…
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Grant of Probate and Release of bank funds
I opened Executor Accounts at Lloyds Bank shortly after my mother's death. The account, with balances, was blocked pending receipt of the grant of probate. To my surprise, HMRC handled the IHT within 3 Weeks and Probate took only 2 Weeks. I contacted Lloyds Bank and instantly forwarded them the Grant of probate. I was told…
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"Normal Expenditure Out Of Income Exemption"
If I gift my 3 grandchildren £3000 each (total £9000 a year), every year to go towards their future etc. and have been for the last 7 years. The money has come from income that does not impact my life (not from my savings). Does that come under the 7 year rule? Can this count as Normal Expenditure Out Of Income Exemption…
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Do you name substitute executors in Probate Application
I am the sole executor named in my late wife’s will. If I fail there is provision for my oldest son to take over. If he fail’s it goes to my second eldest then third eldest. I’m completing the probate electronic form and it asks Are there any other executors named? Should I include my sons names here? I thought I probably…
