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When a charity named in a will has been removed from charity database
In their will, my relative left a specific sum of money to the local village hall management committee. The exact wording is "I give the following pecuniary legacy £xxxx to THE MANAGEMENT COMMITTEE, xxx Village Hall, for its general purposes." No charity number was listed but I did manage to locate it on the charity…
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Direct payments and client contribution after death.
Hi, I'm hoping someone can give me a bit of advice. My mum passed away in May 2018. She was in receipt of Direct Payments for her care. At the time of her death, we immediately informed Bradford council of the fact she had passed away, specifically the council tax department and the Direct Payments department. Within a…
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STEP resources.
When dealing with the more difficult parts of estates the use of STEP solicitors is drummed home as it is very important. What some may not know is STEP have their own forums that are open access to read and often cover similar questions to those asked here. http://forum.step.org/ You won't always find a 100% match but…
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Inheritance tax and trusts
hi I would really appreciate some advice/ tips I am acting as executor for my dads estate and I’ve never done this before My dad died in in January. He left the majority of his estate to my mum (his wife) but he left his share of the house in trust to his 4 children with conditions that mum can live in it or use any…
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Does my mum need a will?
Looking for advice please on whether it's worth my mum making a will. Here are the facts: 63 years old Divorced (with consent order) Doesn't own her own home Has £45,500 in savings and £57,800 in a SIPP Has 1 child (me) who she wants to leave everything to No grandchildren or parents, just 1 brother who she is happy to…
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house deeds?
Hi there, can anyone tell me how we can find out who's name is on the deeds of a property. Can find the original deeds due to family conflict they have disappeared
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Publication of Trust details after probate.
After probate a Will is a matter of public record. Does anyone know the position on a trust? My pal was told by a family friend he was a major beneficiary of her discretionary trust; she died 3 years ago. He had/has no idea who are trustees, other [FONT="]beneficiaries or contents of trust. However he has just received…
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What assets to declare?
My father recently passed away and I’m trying to deal with probate on behalf of my mother. My question relates to valuing assets and which assets need to be considered. The major asset is the house, which is held as “Joint Tenants” and worth around £900K. And then we have: Furniture (5 bedroom house but nothing of any…
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IHT, Tenants in Common and Lifetime Interest
A friend is getting conflicting information about IHT. His wife has died. The house (£500k) was held as Tenants in Common (50:50) and about £340k in savings, mostly held in her name so have to complete Probate. Will leaves wife's share of house to her son (husband's step son) with lifetime interest for husband to stay in…
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Obtaining Will from Solicitor
Just following on from my earlier post regarding Tenants in Common, I have two questions that I would really appreciate some comments on before I proceed further: 1) A solicitor holds my step-mothers Will. The two Executors have passed (my late father being one and the most recent one to pass). I am not a beneficiary of…
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Grandfathers Will, help.
So husbands Grandad has left him and his estranged father a 50/50 split of his estate, The Willis held with a local solicitor who have since told us we need to go in and sign papers to release the will. Father is saying “Will is being read at his house on Friday”, no solicitors involved and is also saying we can’t get…
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Fathers Trust
Hello, I am new here and I hope I am following correct protocols? your assistance and advice will be much appreciated please. My Mother and Father wrote their wills as tenants in common. When my Father passed away, his 50% share was left in trust and this was to be held for the benefit of my Mother until her passing. The…
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Pre Planned Funeral - Golden Charter?
Has anyone taken out one of their plans? Just started looking into it now. Are the plans specific to a person or can a couple take one out for whoever goes first? We both have life insurances but they will only pay out about 2k. How safe are these plans once you have paid for them? I know they say they are protected.
