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Deaths, funerals & probate
Archives for August 2015
Discussion List
Banks as executors
[FONT="]Tidying/organising bank documents recently I have come across something I did not realise the implications of - having now read up on the matter I need to act promptly. My fault, I know, but I need advice please. A number of years ago my wife and I wrote a will under the "guidance" of a member of staff at our…
Ex died and has apparently had a lodger in our jointly owned house
My ex and I have owned a house for 16 years, he has been living there and I have not, he was violent and I didn't have much choice. He has now died and so the mortgage has fallen to me to pay. He had been paying the interest off only so the full capital is yet to be paid for. He cashed his endowment in years ago and no…
How do we handle (or terminate) a nil rate band discretionary trust?
My late father’s will nominated my mother as his sole beneficiary, but the will also provides for a nil rate discretionary trust. The will was written before the change to transferable IHT allowances between spouses, and as his estate is well below the individual IHT allowance it would now be easier if this provision was…
Applying for probate while moving house
Hello all My grandmother sadly passed away on 28 July. I was named as executor in her will and am in the process of applying for a grant of representation and filling out inheritance tax forms (I am not doing this via a solicitor). To make things more complicated (and stressful) we are also in the process of moving house…
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