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Fixed fees and confirmation/probate
Hi. What would you consider a reasonable fixed fees solicitor's quote for the confirmation process (Scotland - aka probate in England and Wales)? The estate is roughly £250k cash + £200k property. The quote I've been given is 3%. Doubtless I could do it myself, but for various reasons would prefer to instruct a solicitor.…
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Borrowing from mother in care home
I have lasting POA for my mother who is in a care home due to requiring round-the-clock care. Her finances are in a good state and she has been required by the council to self-finance her care costs. Currently my mother is age 84, and her funds are likely to last her for around 10-15 years' worth of further care and…
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Spouse and IHT
I am likely to face a situation where my wife's estate incurs significant IHT and is divided between me and others in her family. Oversimplifying, let's say 500,000, nett £430,000. The will divides the estate 50% to me and 25% to 2 others. My share of the estate is free of IHT. I want to understand whether my 50% is before…
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Probate being requested by a single bank account
Hi all, My farther recently passed away and I'm helping my mum with the will and estate. She was an executor on the will, which simply passed everything over to her. Most of their accounts were joined accounts, or accounts in her name (Although in her name he contributed all the money into these accounts) apart from one…
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Relative found deceased by repossessors
Not sure where to start on this one so here goes and any advice greatly appreciated! A relative was discovered deceased by high court enforcement people who were there to repossess their house. No one was aware of any such order (apart from the deceased more than likely) they have then contacted the police and a funeral…
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Gazette Advice
I hope someone is able to advise. My mum died last year and before she died my brother moved into her flat where he still lives. He has some physical and mental health issues so I would feel really bad about evicting him. However about 3/4 of the value of the flat is mortgaged to an equity release company and so far I have…
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Listing foreign shares on Confirmation Scotland
Hello I'm completing form C1 following the death of my partner's father. I've been through all the paperwork and done all the work to value shares etc. Mostly its a bunch of low value shares listed on AIM - apart from shares in Virgin Australia Holdings listed on the Australian Stock Exchange which were valued at £2400 on…
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No will: Unlawful letting of deceased’s property
Hi I’ve recently found out my father died a few years ago. No attempts were made to find me to tell at the time that he was ill, let alone had died. He was widowed and I am his sole blood relative. Having initially believed my step brother that he had let his property out whilst my father was alive, I now find that he let…
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Sudden death no will-what now?
Hi, Sadly, we found out last night via the police that my partner's brother had passed away suddenly ,although he had been ill for some time. He had not made a will, a bit of an in family joke, as he always said "you'll have to sort it out when I'm gone - ha ha". Partner asked him to make one, but he did not. Partner is…
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ccj care home fees l
Hi everybody my mother passed away in 2012 leaving a house with with an outstanding mortgage, for the last year of her life my mother was in residential care. the local council took me to court in 2016 to recover the cost of the care home, resulting in me having a county court judgment against me. my question is how can…
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Complicated inheritance of a house query
My wife and I have a rather complicated situation with regards to inheritance that any help would be gratefully received... My Wife's grandmother recently passed away and her estate is being divided equally between my wife's dad and aunt who are performing the probate themselves. The dad wants to do a deed of variation for…
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Letter from Local Tax Office required for overseas
..probate. Hi again guys. My solics in Cyprus has told me that he needs a confirmation letter from HMRC that my late father was a UK tax payer on his death. I've phoned up HMRC through the IHT numbers and they advised they couldn't help and that I needed my dads local tax office, which you can get online via NI or tax…
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Refund of care home fees
Hi, I was just wondering if anyone has any experience of this? My late relative died in a care home in October 2017. All fees were paid one month in advance. The room was cleared within 2 days of relative's death and the room subsequently re-let to a new resident. After the death manager stated that we would receive a…
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Inheritance under Intestacy
Hi all, Following the chain of succession when there is no will, I've determined that if the deceased had any brothers or sisters, then the estate is shared equally between those brothers or sisters. However, if a brother or sister has already died (i.e. predeceased the deceased) then their children (nieces and nephews of…
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Advice on death without a will.
Hi all, Looking for some advice please to help my wifes family out if possible. A member of my wifes family has terminal cancer and is coming to the end of her life. We have encouraged her to write a will but she's never organised that or anything else financial at all. She has lived with the same partner for approx 20…
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Death of adult child (Scotland)
My son died very suddenly before Christmas. He was a student studying abroad so it's taken until this week to arrange repatriation, funeral and cremation. We've managed to gather most of his belongings (which were abroad and scattered among friends here - he had a LOT of stuff). Now I really don't have a clue what happens…
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Help re sorting Will please
I am sorry, you probably will think I am really stupid, but I need to know what we do in order to sort out my Mum's will. Some background.... Mum died 10th January this year. My brother and I are her only children, she was a widow. We are both named as executors in her will. I was Deputy for Mum with the OPG, but of course…
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Probate & Trust Advise
My father recently passed away leaving my mother as a widow. Myself and my brother are both executors of the will. My Dad's will states that all his assets including 50% of the house they own together (mortgage free) and all his money/shares etc.. should go into a Trust with my brother and myself named as trustees. House…
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Heir hunting
Hi, Hope someone can help me please. I have been contacted by an heir hunter and advised that an "unnamed" person has died without a will. This "unnamed" person has a family tree connection with my great-uncle who who died a few years ago. I was the executor for my great-uncle which is how the heir hunter has got my…
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Applying for Confirmation (Scotland)
Hello, I have printed off the forms for applying for Confirmation in relation to my mums property. There is a question that asks for total estate for Confirmation. My mum bought her flat in 2004 for £52,000 but obviously the price has changed in the following years. To answer that question do I need to get her flat valued…
