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Deaths, funerals & probate
Archives for February 2018
Discussion List
Transfer of nil rate band question
I am joint executor of my grandfather's will with my sister. I'm a solicitor so am comfortable with the legal process but not a probate/tax law specialist so am not particularly familiar with the tax forms. For background my mother was an only child and died a couple of years ago so my sister and I (and her kids) are his…
Identity protection and beneficiary
A while ago I moved away, changed my name, and didn't inform my family of said name change. They don't have a clue where I live now. I'm only in touch with my brother, and that's brief and on 'old terms' as it were. He's informed me that my grandfather is very ill and won't last much longer. I know for a fact that I'm a…
Power of Attorney Refund Scheme
Did you apply to register a power attorney from 1 April 2013 to 31 March 2017? The refund scheme for powers of attorney in England or Wales has now officially launched. Visit https://www.gov.uk/power-of-attorney-refund to see how much you could claim.
DIY Probate
hi . my stepmum died three months ago and we are ready to apply for probate (we have gathered all the relevant financial information) but aren't sure on a couple of things and I understand how important it is to give the correct information. It seems to me that we have to complete two documents, the probate and a tax…
Time taken to settle an Estate
Quite a while back I joined this forum because I was surprised how long it took to settle an Estate with HMRC. I think we are now within an ace of winding everything up so I thought I'd post a recent timescale. The date of death was February 2016. The Estate involved a modest property and savings. Even with the…
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