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Making a 1st Will
I am a 40-year-old man and I currently do not have a will, and with recent events, I thought now would be a good time as any to make one. I've done some research and it seems I need two witnesses but that they cant be people who will benefit from the will, this makes it complex. I'm not sure who I could get to be my…
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Can I view deceased bank statements
I am the executor of the will and have informed the bank Nationwide that they have passed away and provided the death certificate. Can I request copies of bank statements from the deceased account for the last 6 months? we suspect some financial abuse by a 'friend' and have a signed copy of money owed which was completed…
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Guernsey Probate not excepted by Lloyd’s Bank
My mother died and as she lived in Alderney, Channel Islands and her bank accounts were in Lloyd’s and HSBC on the Island I had to get Guernsey probate. This went reasonably easily and I was Granted Probate 7th Feb 2020. As my mother had an account in Lloyd’s Bank I opened an executors account in my local branch of Lloyds…
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Change distribution of estate
My widowed mother will be inhering approximately £375k of her late fathers estate made up mainly of cash investments and savings. Probate has been granted under intestacy as there was no Will. We are waiting for HMRC to approve the calculations before the estate can be distributed to my mother.For personal reasons my…
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Do monetary gifts have to be physically transferred before death to count as a gift/surplus income?
Do monetary gifts have to be physically
transferred before death in order to count either as a gift or as "surplus" to
income? My mother, who has died, had a saving account (in her name only) set up specifically for myself and my wife in which she deposited £3000 per annum each for myself and my wife as well as surplus…
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How to use Probate Reserved Power to complete process
I am trying to help a good friend through a bit of a mess following the death of his brother. Basically, my friend and his brother (now deceased) were the only two children of their Mum and Dad. The father died back in 2004 and mother died in 2010. The brother never got around to sorting the estate of the Father, and just…
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Am I entitled to anything from my late fathers estate?
I was born in January 1967 to married parents. My mother left my father (and eventually divorced him) in approximately 1976 or 1977 and my younger brother and I went with my mother to live with a man who was to become our step father My younger brother (now deceased) and I continued to see my father once a week until…
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Pure Cremation
Hello. I'm about to sign up for a Pure Cremation prepaid plan and it says if I use a referral code we both get £25 in M&S vouchers. Does anyone have an existing plan and have a referral code I can use? Thanks
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Fathers estate / Inheritance tax
Hi everyone, Just posting this on behalf of my 87 year old father regarding inheritance tax and what he can do with his estate when he dies. The rules appear to have changed slightly a while ago and he is confused, as am I. I have read about the ‘Nil Rate Band’ etc but don’t totally understand it! Ideally he would like to…
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Distribution of Monies
4 month ago I received a letter from the solicitor to advise me that monies from my late fathers estate was ready distributed between myself and two other siblings. My sister and I visited the solicitor office and gave the solicitor our bank details account for the monies to paid. However the executor of the will has not…
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Clarification on what these terms in my passed-away Father's will mean?
Hello I was wondering if anyone can help me with a few matters relating to my father's will please? He sadly passed-away in early April from the virus. Myself & my mum + siblings are now processing matters, and today my mum has sent me photos of his will which he created via a solicitor's firm (dated 1996). The following…
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Will involving lack of mental capacity
Hi everyone, My mother passed way last week, we have a copy of the will, which is a simple mirror will with everything passing to me as the only child on the second death. My parents have been in a care home for the last few months, and my father lacks mental capacity and was diagnosed with mixed dementia in February. The…
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Intestate Estate
Hi I was wondering if anyone could help at all. My grandad passed away 5weeks ago 😔 he didn't have an upto date will and unfortunately didnt get the chance to update it before he passed like he wanted. He has three children, one of who has also passed but has four surviving children. The solicitor has told them that the…
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No Will and Debts
Hi All, Very first time posting, My mother in law recently passed away with coronavirus but left no Will. She had very little money and no valuable assets but did have quite a few credit card debts and 2 with debt companies Moorcroft debt recovery and Link. Financial I'm worried that the debtors will come after myself and…
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Saving a voicemail message on deceased phone
Odd request, but is there any way of saving a voicemail message on a phone. When I call my now deceased brother I hear his message inviting me to leave my own message. How can I save HIS voice? Is there an app or something?
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IHT Threshold for my fathers estate.
Unfortunately my father recently passed away in his care home due to this virus. Looking into IHT, my mother passed away and left everything to dad, her half of the house and her savings of a several thousand pounds. Probate was very straightforward in her circumstances. Looking at the IHT guide, am I right in my…
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Husband has passed away intestate - DIY or solicitor?
Hi. This is my first time posting here. My husband passed away very suddenly 2 weeks ago, leaving me with 2 young children. He didn't have a will. I am trying to figure out whether I need to engage a solicitor or can fill in the forms myself. I don't have any experience of probate (but learning quickly!) so I'm slightly…
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Brother estranged from family
Our father passed away a few weeks ago and we have now received the will. I am an executor along with another family member. We have written to the beneficiaries except my estranged brother. We have text him, asking for an email address to be used for correspondence but have received no reply. (we know it's a correct…
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End of estate enquiry?
So long story short my grandmother passed away, HMRC thought she may of had too much in savings to receive a benefit she was claiming. Mother sent all the bank statements etc they asked for, been going on a year or so. She's now received this letter. "Based on the information provided we have compared the assets in the…
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Revoking a very old will
Hi, I made a will twenty years ago after my mother passed away and it was lodged at a solicitors (who still practice). Over the last twenty years various things have happened and the will was the last thing on my mind. I no longer have my copy of the will I hold my hand up to being completely negligent on this.Recent…
