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Mother's spouse pension - on her death, do offspring receive any benefits?
Hi My mother recently passed away. She was in receipt of a spouse's pension from Saint Gobain (my father passed away many years ago and was employed by this company). I informed the company about my mother's death and sent the requested Death Certificate to them. The follow up email from the company stated that "....there…
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Solicitor not releasing house sale funds - Probate
My father passed away last August and probate was finalised in April. I recently sold his home and there is an IHT liability to clear. The solicitor (also a joint executor) is not releasing the excess funds to me as they claim the house sold for more than quoted on the probate forms. I can justify the increase as I have…
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Who Can Apply For Letters Of Administration?
My Mother's cousin was estranged from the family and she died 19 months ago without a will. When we learned of her death at Easter, I took on the role of administrator to sort out her affairs as nothing had been touched. My mother is the deceased's closest relative (first cousin), but we have become aware there are others…
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House not transferred as stated in will
Hi, I wonder if you can help me, please? My partner's mother died last year and left her half share of the family home to him (her son). He and his father were executors of the will, and it was put in trust in case the home has to be sold later to pay for his Dad's residential care. My partner's father took his wife's name…
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Solicitor taking an age
Hi, Mum passed away November 2018 and at the time I decided to get the solicitor who held the will to obtain probate for an apparent fixed fee. I could probably have struggled through and do it myself but thought at the time it would ease some pressure. Fast forward to Nearly now end of July and I’m really struggling with…
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Probate form IHT403 - Gifts
We made the decision to apply for probate ourselves and so far it seems pretty straightforward. That is until I hit IHT403. My Dad was very organised everything well documented and correctly filed. As the house puts us pretty close to the IHT threshold Dad always made sure he used up his gift allowance using both the £3000…
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Goods to Charity - house clearing
Does anyone have experience of how charities deal with furniture and goods donated. If we want to give to charity, is it better to auction off/ebay the better quality furniture and china etc and then give cash, or, much easier for us, can we just get a charity to pick up and be assured that will they will realise most of…
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legal requirements of trustees
Please can someone confirm the what parents need to be provided with when their children as the named beneficiaries and the will creates a trust that will last for 15years until children reach the stated ages. The trust will have an income from property rental. The trustees are friends of the deceased and only have the…
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Paying in cheques made out “to the estate of”
I’m looking for some advice. My dad is the administrator and sole beneficiary of my late uncle’s estate. He has obtained the relevant probate/administrator paperwork as my uncle passed away without making a will and notified all companies that my uncle help accounts with. He has recently received a cheque made out to “the…
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Changing joint account because of bereavement
I had a joint current account with my mother who died recently, how do I change account over to just me. Is it a matter of just taking copy of death certificate to bank with my I.D.
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mother wishes to gift to children
hi could someone advise on this scenario please. I've tried to search on line, but I get different answers. Our mother has recently been bereaved from her late husband. She has inherited approximately £360K, She currently lives in rented accomodation. So her total estate is worth £360K She receives a very good pension…
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IHT & Property
We made our wills several years ago, they are quite simple in that they are mirror wills leaving everything eventually to our 2 daughters. I think the threshold is £325k & from what I understand this is passed on to the surviving spouse so they have a tax free allowance of £650k where I am unclear is about the rules…
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How do people manage sorting the affairs of the deceased
Hi All General question and interested in peoples thoughts. Having recently been throught he experience of losing my mum and then managing all of the stuff around the funeral, the will, probate and sorting the financial affairs left at the end of someones life, as well as dealing with all the emotion of the situation and…
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Mother Passed Away. Father wants to share House
My mother passed away and we are in the process of getting probate. The house was in my mother's name only and her will has requested that all assets go to my father. Can my father gift shares of the house to each of his adult grandchildren, with one share for himself? This would be as tenants-in-common when he applies for…
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AS1 Land Registry query
I’m currently attempting to assent a property after a parent’s death. I’m both the executor and beneficiary. I got my application returned for the 2nd time from the Land Registry - it’s correctly executed as a deed but now my dates don’t match! Because I dated it when my neighbour witnessed it. But the application, the…
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Inheritance Tax
We are in the fortunate position of regularly gifting money to our children who are our beneficiaries, mostly making use of annual exemptions but sometimes going over that for specific reasons (eg house buying). I had thought that any tax would be paid, when the time comes, by our estate. But I read recently that HMRC…
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Disagreement between executors
Hi thanks for reading. I am co executor with my brother for my dad's will. He has a house split 5 ways between family. 2 of family live in house and don't want to sell as it suits them to stay for free. My bother co exec is being difficult and communicative. My dad died 2 years ago! We Still have the house to sell. I want…
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Personal will
Hi A relative wants to write their own will (yes I’ve advised them how bad this could be but they won’t listen) What I need to know once it’s write does it need to be lodge with a solicitor or put into their keeping? Or can it be kept in the persons possession
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Settling rejcted medical insurance claims post death
hi my mum passed away earlier this year and I am administrator of her estate I have grant of probate and 99% of stuff is sorted She had health insurance through AXA and died of cancer. The last few years she was in and out of hospital for various treatments and tests etc. and particularly towards the end was in and out…
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House sale after probate
My mother passed away in May last year and as one of the executors of the will I am looking after the estate. We got probate at the end of last year and everything seems to be ok. I just had one question regarding the sale of the houses. The main house was valued by a professional RICS valuer for probate. We've now…
