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Paper probate
We had to apply for probate as a paper PA1P due to a change in executors, the named solicitors agreed to renounce in favour of some of us beneficiaries. We sent the paperwork and additional items as requested, including the deed of renunciation, death certificate and will etc. A few weeks after that, we received the…
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Help with downsizing allowance.
I know that everyone has a £325,000 allowance and also main residence allowance of £175,000. We sold my fathers home in 2023 for £135,000 to fund his care home fee's.He has just recently passed and are starting to look into his estate. My question is are we allowed the full £175,000 allowance or just the £135,000 that we…
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If our sons predecease us leaving issue
We're in the process of revising our wills, and while of course we can discuss this with our solicitor, I'd like to get this clear in my own mind. It's fairly straightforward: first to die leaves it all to the survivor, survivor leaves it all to our offspring (3 boys) in equal shares. The executors are each other and the…
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Probate
I have submitted probate request online. Probate office have said they want further information from the witnesses to the will. They are going to send a form to them. Does anyone know what form they will send? If I can download it I hope to reduce the time we will have to wait. Thank you
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C1 Grant of conformation help
My Mum recently passed away and I am trying to help my Dad save money in solicitors fees by completing the C1 form for Grant of conformation. My Mum had several cash ISA accounts in her name and one of them is requesting grant of conformation. They have a joint will and the property has a survivorship clause, and…
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Will Storage Question - recommended place
about 10 years ago we updated our wills and lodged them with a solicitor who specialized in wills. We also helped our parents update their wills with same solicitor who offerred a cheap joint will storage service. A few years later the firm of solicitors send they could no longer store family wills together and suggested…
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What to expect from an Investment Wrap Account once probate granted?
[note, I asked a similar question a week or so back but no responses - so mods, please feel free to delete that one & if I'm putting this in the wrong board I apologise, please move it!] Trying my question again - can anyone advise what my options and considerations should be with an investment wrap account now that I have…
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Joint trustee bank account
My parents both died with a short time period last year. There will has a trust in it. I registered a trust based on the will with HRMC shortly after my dad died to make sure my mum and benficaries were covered. Unfortunatly my mum died very shortly after the trust was set up last July. I am in the process of selling their…
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Contesting a will/expression of wishes
my father passed away December 2025. years leading up to my father‘s death he was very expressive about his will which we saw and was discussed on numerous occasions. He remarried three years ago and his wife told us on numerous occasions she did not want any of his money as he has his own. His estate has now gone to…
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Edited -Final estate accounts / distribution - Thanks to you all
I am close to distributing my dad’s estate. As the property was 50% mums ipdi trust I have split the net proceeds of sale (after estate agent / solicitor fees) 50/50. I will now deduct 50/50 for utilities and empty house insurance. Then just include 50% in the estate accounts and 50% income from the trust for the…
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Probate question - Do you need to pay for a house evaluation IF the property is WELL below IHT ?
Hi. About to start doing a relatives probate ourselves. They have a property that was valued 3 years back at 140k. No savings or anything else of value. Zoopla currently says it's £150k. The house next door which is literally identical was sold for 145K in December so we are very confident that it'll be around this price.…
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Problems completing IHT403
In order to make things easier for those who come after me, I decided to complete my own IHT403, listing all the gifts I've made in the last seven years. First problem was I couldn't complete Question 7, pages 3 & 4 on my Apple Mac, the numbers came out sideways for some reason. So I switched to Chrome and that seems to…
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IHT and discretionary trusts
I’ve a question about trusts. My mother has two properties (lucky her!) and she’s put one into a discretionary trust for my brother which he’s now living in. Does anyone know the tax implications please? If mum lives another 7 years, does that mean it’s out of IHT and all’s clear? After 7 years, does the trust have to pay…
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Registering IPD Trust
Hi all, As some of you may remember my mother left her half of her house to me in an IPD. The other half already belonged to my brother. The trust is just the two of us and for him to have life interest in my half (including investing my half if it is sold) until he dies. I find the solicitor did not register the trust -…
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Confirmation - C1 - post-death funds
I’m in the process of gathering all the info needed for the C1 and am almost there (with Buddy9 help). 1. I’ve just found out a company pension payment was returned to the payee by the bank as the account was closed by the time it arrived. They have confirmed Mum is entitled to this payment and will be sending it to the…
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C1 Help please- Box 2 and also Sasine entry
I am trying to complete the C1 for my step dad's estate. I seem to have a million questions and the guidance isn't helping much. I am unsure of the wording to use in Page 2, box 2. Executors are myself, my half brother (deceased's son) and the solicitor who drew up the will. Brother and I are equal and only beneficiaries.…
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Valuations For Confirmation
Hi, We’re in the process of gathering information in order to complete the Confirmation form. We have a house and several pieces of jewellery and we wanted to check if we need to get written valuations for these? Any advice would be much appreciated.
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Understand 'Grant of Probate on credit'.
Can someone help me understand what Grant of probate on credit means exactly. To cut a long story short, I am about to challenge the validity of a relatives will, and 10 days ago my solicitor put a caveat on probate being granted. However the executor told me around the same time that probate hasnt been granted but a grant…
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Do I need probate/letters of administrauon for a small estate?
my father recently passed away and we hadnt spoken for a long time for various reasons. I am now trying to sort out his estate. As far as I am aware he had no will. He was in a care home when he passed, and had none of his own possessions there. He had been taken from a housing association flat to the care home with items…
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Cash inside intestate property not declared
As part of intestate rules, no cash inside a property is part of the estate to be retained as chattels/personal possessions of the surviving spouse. I was informed by the deceased, several years ago, that a considerable sum of money was kept in their safe inside the property. What can I do do ensure the safe is checked and…
