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Probate Application for Deaths of In-laws with Zero IHT Due - Help with Forms, please!
Hi All, I'm trying to sort out probate on behalf of my wife following the loss of her parents. Her father died first, followed a few months after by her mother; both suffered dementia and had their financial affairs managed under powers of attorney. We intend to submit the paperwork for probate for both at the same time,…
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Scottish inheritance laws
Hello, My Dad is unwell with cancer which has spread to various organs. My Dad has never been loving or kind to me (I am gay and have no children) and he has always treated me differently from my sister. He recently told my sister (who is single and has two children under 5) and myself that he had made his will and he was…
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DIY Probate and IHT thresholds
My mother died recently, and after reading advice on MSE and elsewhere it seems that pursuing Probate ourselves, without a solicitor, is the obvious way to go. It's a fairly simple estate - a few bank accounts, an ISA and one mortgage free property. My sister and I are the two executors of the will and the only two…
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Life Insurance - Executor must complete claim form
My father died recently and his will leaves everything to my mother. It’s not that complicated because he didn’t own any property or have anything else just in his own name. However we are having trouble claiming on his Life Insurance policy because it says that an executor must complete the form. The executor in the will…
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Executor
Please could I ask for advice, it has come to light that my mum changed her will in 2015 shortly after my dad passed away and after she was diagnosed with dementia. My brother had POA and my mum was placed in a care home. So now my mum has passed away and my brother and his wife are executors on her will. As he has had…
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Advised By Telephone That The Will May Be Contested
My aunt passed recently and I am the executor of the will. There is only one beneficiary which is a local charity. Things have progressed well and are due to be settled in about two weeks time with all residual money going to the charity. I have now been advised over the phone that a relative intends contesting the will,…
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My husband has passed away
Hi Forumites, I don't know if I am doing this right, but I need your help. My husband has died (not Coronavirus related) and amid the shock of this, I am alone and in lockdown. I don't know what to do, because there was just the two of us. I know I have to do many things to arrange his funeral, but I am stuck with all the…
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Is an Executors account necessary ?
We are having a bit of a problem with NatWest in setting up an exec a/c for my late mothers estate. But i'm sure we will get there soon (Corona slowing things) I'm having a discussion with my brother over the need for an executors account he does not see the need, i would prefer we did. The estate is over 500K and has 3…
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Finalising estate and post-probate contact from HMRC in current situation.
I am the executor of an estate where IHT was paid, and probate granted in December 2018. I distributed the greater part of the estate in summer 2019, following the sale of a property. It took some time to sell a few remaining assets and it wasn't until early February this year that I submitted IHT 35, relating to losses on…
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Is an advanced healthcare directive worth writing if I get a health LPA sorted?
We re getting our LPAs and will sorted before we hopefully become parents in October but I m reading about advanced healthcare directives and I m wondering if it's worth having that as well in case my attorneys aren't there to express my wishes/make health decisions or is it OTT?
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Writing an urgent will in a care home
Hello, My grandmother is in a care home. She has full mental capacity, she needs physical care and is bed bound, which is why she in a care home. Is it possible for her to write a simple will in her care home? She has mental capacity and 2 care home staff can be witnesses. She wants to get this done urgently due to the…
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Is it ok to use diy wills?
I want to make a will and leave everything to one person, is it ok for me to print a template from the internet (anyone know a good free site?) Or buy a pack from Amazon? Would it be just as legally valid as if I had gone to a solicitor? Also, is there a service I could use afterwards to have it checked and approved? Also,…
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Inheritance tax
I have a question regarding IHT, if I leave everything to my wife there will be no inheritance tax to be paid. I have a house which I want to leave to my mother incase I go first. I believe the threshold for IHT is £350k. What happens if the house is worth more than £350k? Will she have to pay IHT? Or if i leave it in a…
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How much did your will cost you?
My husband and I just got off the phone with Co-op to get a mirror will. We decided its best for us to get a trust will with lasting power of attorney for both health and finance (so it would be 4 lasting powers of attorney as 2 for my husband and 2 for me). We don't have any overseas assets and have a house that would go…
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Outstanding Loan after Death
Hi All, My friend's mum recently died suddenly and unfortunately, has left outstanding a loan she took out a while ago. It's a reasonably large outstanding balance left on the loan (around £12k) Her mun could afford the loan absolutely fine because she had a decent pension with her former employer which was still coming in…
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Report value of estate?
Hello, my mother passed away last month. She owned a property with my father (husband, who's still alive). The family home is automatically inherited by him of course (the value of the house is approx £390k), and she had £30k in savings left to my sister and me. Do I still need to report the value of the estate to HMRC…
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Bank accounts
My mother died recently and I'd welcome some advice please on handling her banks. She was a widow and owned her own home - mortgage free. The house will be passed to me and my sister after probate (which may take several months) but in the meantime we want all utilities and home insurance to continue - possibly for a…
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Common law rights
I have a friend who has been with her partner for 22 years they have a mortgage and two young children together but are not married. Her partner has recently passed away and is worried what will happen to her partners share of the mortgage etc as he has left no will and her partner has not spoken to his family in years.…
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April 2020 - Loss of loved one and what happens after
My dear father-in-law passed away on 2 April 2020, 6 days short of his 91st birthday. It took a bit of effort, but we got the death certificate on Thursday 9 April and he was buried on Friday 10 April, regrettably with no-one in attendance, apart from the minister officiating. He made sure we knew where to find all the…
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Brother's death in care home
My brother in law has died in a care home. He is single. The home notified his sister of his demise. How does she get access to his bank account to perhaps make sure the care home isn't able to take any more money and also get money. ..if there is any to pay for his funeral.
