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Can a creditor refuse to pay out without probate?
My husbands late aunt passed away in December leaving very little, just enough to bury her, or so we thought. Whilst finalising her affairs we came across a private pension that she'd paid into through her work, and had been receiving payments from. The pension firm had been taken over by another company, and having had…
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IHT question
I have dealt with the Probate of an Aunts estate and have now sold the house and received all the payments from Banks and other investments. I have paid the IHT as calculated on the IHT400. I have had a query about the Probate valuation of the house but having responded to the Valuation Office Agency they replied that they…
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still embroiled in uncle expenses dispute
This expenses fight is what is holding up my inheritance.My uncle is still trying to get the £18 000 off me for "pre and post death expenses" spanning from 2010 (no idea why he is claiming that far back, , as my mother died in 2017, £14000 are him kitting out the flat in Spain he inherited. He unraveled recently via his…
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Grandad Death - PPI Advice
Hi all, Sad situation but my grandad has recently passed away and we have began the arduous task of sorting his financial situation for my Grandmother. After finding various statements it has become clear that he has being paying for PPI on various electrical appliances. These wasn’t opted for when purchasing (I actually…
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Translating a will
Following the recent death of my mother I am in the process of sorting out probate. Not being versed in legal jargon I am struggling with one paragraph of the will, my father died three years ago. "I give my L&G policies 12345678 and 23456789 inclusive issued by L&G Assurance Society Limited (hereinafter called the…
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Trying to understand residuary beneficiary
My father recently died and my mother now wants to make a new will to match the new circumstances. She wants to leave 50% to me, 45% to my brother and the remaining 5% equally to his children. That all makes sense and I can deal with that. What happens if either 1. I die before or with her? I'm thinking of, for example, a…
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Property fund
Hi I’m hoping someone can make things a little clearer for me. Last year my dad passed away & unfortunately left an invalid will....his current wife of 2years lives in the family home where my late mother & father lived for all their married life. Through Intestacy law his current wife has inherited everything! Fast…
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Share certificates found
My mother died a couple of years ago and since then my brother and I (joint benificaries in her will) have sorted out all the finances / sold her property and closed all her financial dealings etc. Recently i was sorting through her final box of "stuff" and came across some Morrisons share certificates made out in her…
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Dwp owe estate money
I recieved a letter from dwp regarding my late mothers estate. I am executor if the estate and they have qritten asking for my bank details to transfer funds owed. Im not clear on this. Mum was 70 and worked all her life. How does this work? Is it a case of looking at what pension youve drawn and how much you have paid in?…
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Father in law died
Hi my father in law passed away last week, we went to the credit union to get his £5000 savings to pay for his funeral. But they said the money would be used to pay for his ccj. Is this correct
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What's the best way to find a probate specialist?
Hi my sister is an executor to a will and now feels unable to carry out the task. What is the best way to find a probate specialist? Would it help if they were local to the estate or sister? How urgent is it to get things underway? many thanks sparkie
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Creditors
Hi, Apologies if I have posted this in the wrong section – I’m sure some kind admin will move it if it is. My wife died back in Aug last year, she had a debt repayment plan set up with payplan who I informed but wouldn’t tell me who or what the amounts involved were because of the usual data protection nonsense! They did…
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Leaving Property in a will trust
I'm currently sorting my will out and have a specific wish that I leave my properties (2) to my two daughters. This sounds straightforward enough, but I want to stipulate that upon my death the properties are left to them both jointly, (So they both are joint owners of each property) and are not to be sold but kept to…
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Property Trust
Both my parents died recently and going through things with my sister we have have found that a number of years ago our parents paid out £10000 to put the property (now worth £220k) into an Asset Protection Trust to avoid Care Home Fees. A quick Google of these intimates that these may not be legal, are likely to be…
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Will access?
Mum died last month in a care home with Dementia. When my sister and I cleared her rented house just over 2 years ago, my sister took the little suitcase Mum kept all of her important paperwork in, including a Will. I had never looked inside the Will so I don't know if it was a homemade one, looked like a Chinese takeaway…
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How do I execute will involving trust?
My father recently died, I am executor. My Mother survives him and is beneficiary. I haven't done this before and realise I don't know what the first steps are with a will. I have a certified copy of it but not the original. Do I have to contact a solicitor/the solicitor who has the original? The finances aren't…
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Property Value for IHT and CGT
[FONT=Verdana, sans-serif]I have now received an IHT30 Clearance Certificate and since the house sold for more than the agreed probate value ( one year on ) I will be preparing a CGT computation based on the gain of sale value over agreed probate value, less allowances. [/FONT] [FONT=Verdana, sans-serif]However at the…
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Contacting the courts for progress on a will
Hello, Over a year ago my father passed away. Since then as executor of his will I have been trying to organise the probate on his estate or as it is known in Scotland “Confirmation of the estate.” The solicitors who are handling the estate have been appalling. The estate is very straightforward, it comprises 3 high street…
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Missing share certificates
My father died over two years ago and we are coming to the end of concluding the distribution of his estate. I, along with my sister and brother are the three executors. We have realised and distributed the vast majority of the estate but there is a small but difficult area to complete. There are three historical…
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Probate
I know this could be a "how long is a piece of string" question but from the readers of this forum's experience how long has it taken to complete probate on a fairly simple estate. Well below inheritance tax threshold No property One bank One insurance company I am just about to start the process so I am hoping for a…
