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April 2020 - loss of loved one and dealing with aftermath...
I perhaps was wrong is adding my experience to the other thread of a similar nature, so I've coped my post here and will use this thread. I hope this may help others if they need assistance at arranging 'whatever we can' , at this time. My original post, posted on 11 April was (I've not quoted incase the other thread gets…
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Probate Question - In the absence of a Will.
My wife recently lost her aunt to Covid 19. She was 95. Her husband and her only child are also deceased. There are nine surviving nieces and nephews but she did not make a will.The oldest niece was granted Power of Attorney around two years ago. In terms of arrangements etc then she has requested everything to go through…
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Gifts in will and IHT
As I understand it, if I leave everything to my wife there will be no inheritance tax to be paid.However, if I bequeath any gifts in the will, does the £350k IHT allowance then come into effect because I am no longer leaving the entire estate to my wife?
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Withdrawing shares ISA - do all executors have to agree?
Hi My mother died before xmas and probate has just come through - unfortunately at the height of Corona and stock market crash We have 3 executors and when to cash in the stocks/shares ISA may become an issue. The ISA is with Invesco. Do we all need to agree as to when to cash in the ISA (obviously the market is very…
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Funeral Plans
I have an elder relative who has a funeral plan. In the current crisis (covid-19) they are worried they will not get the service they have paid for. What would happen if this was the case?
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Updating a Will if Addresses Change
I've recently reviewed our (Mrs and me) wills, and am happy that they still reflect our wishes. However the addresses of some of the beneficiaries (our sons), and both of the witnesses (ex neighbours) have changed. Is it necessary to up date the will to reflect these changes? The company that produced the wills for us…
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Death of tenant in common
Hopefully a simple one for those in the know. Situation: My mum and dad owned their residential property as tenants in common, with the associated form A restriction. Dad recently passed leaving his half of the property to mum. Mum has lost mental capacity and lives in a nursing home. My sisters and I have an EPA for mum.…
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live insurance payout
Hi all i've tried searching the forums and couldn't find anything that helped with a question i have but apologies if it has been asked before. Unfortunately my mum died on new years day, I have sorted everything of her estate out however i am still stuck chasing her pension/death in service payout. She worked in a school…
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Left house in will but deeds put in siblings name
Advice needed please, recently my mother has had a stroke and been put into a care home. The will leaves the house to my sibling and I - my sibling now lives in the house, and due to financial matters has requested the deeds be transferred into their name, which I have possibly foolishly agreed to. When the will is…
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Estate - life insurance payout and debts
Good evening. I tried to search across the forums, but I still did not come across any advice to help with my situation. I hope someone can advise.. My husband died couple of months ago. We had a joint property, so that automatically transferred to me. I notified the mortgage company and I am paying the mortgage as normal,…
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Trust Beneficiary
I am 1 of 8 beneficiaries to a trust . The final settlor died in February . It is a matter of just 1 bank account . When can I expect the funds to be distributed and what is the procedure . Nothing is being communicated by the trustees 1 of which is also a beneficery . This surely is not a matter for probate as it is a…
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Prepaid funeral monies lost if death due to coronavirus?
Many people will have pre-paid funerals. Some will have expensive, others not. In the event that an individual passes away from coronavirus, is there now a set procedure for that funeral?. In which case, what happens to the invested money?. Presumably this has been addressed?.
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Advice required regarding dates on a Codicil being added to a Will
Hello. After spending the last 2 days on hold waiting to speak to the court of protection and the official solicitor being absolutely no help what so ever, I am reaching out for some guidance (i am a court appointed Guardian for my physically and mentally impaired brother) to give some context, the Codicil has been…
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Organising a funeral during Covid
My elderly father has died elsewhere in the country a couple of days ago. I'm in process of trying to arrange a funeral for him. I've put this with a funeral director and instructed him it's to be a crematorium funeral. In the event that both my parents are very elderly (he was in his 90s, she is 90s) there aren't that…
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Paying inheritance tax and obtaining probate during lockdown
I’m due to pay a substantial first instalment of IHT at the end of April 2020, I have half the money but due to the Covid lockdown cannot raise the balance through normal avenues such as my bank as I can’t get through to anyone.... I understand the IR helpline that the IR are working with minimal staff and the probate…
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Intestacy rules would achieve what I want - any point in making a will?
I hope I'm not asking a question that has been asked many times before; a search didn't bring up an answer on the forum. I'm 58 and have two adult children and no spouse or civil partner (or indeed cohabitee). I am divorced from my children's father. My only significant asset is my house, worth about £250,000 (apart from…
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can a Mortgage payment be reduce?
My father recently past away. I have been told by several people that my mother’s mortgage repayments can be either reduce or paid off as my father has past. In the past my mum and dad have only paid off interest only on the mortgage and have started to repay the mortgage now... my mum is in her late 70s, however, i do…
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Who can get a Death Cert?
My father recently past away. as you can imagine all kinds of family members are now coming out of the wood works, people we have not hear or see in years. I am wondering can anyone get hold of a Certificate of Death? i have been told that once someone get hold of this they make certain claims. i have already register his…
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DWP "standard threatening letter" post Probate
When you submit an IHT 205 to the HMRC after a death they respond to you AND to the DWP with a valuation of the estate : almost inevitably resulting in a belated "threatening letter" to the Executor from the DWP saying that they need to check details of the estate at the time benefit was paid. They also include a form…
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Safe Keeping of Wills
How can I obtain a Safe Custody Will Envelope Pack to send both my wife 's and my Will to The Principal Probate Registry in London when I can't get in touch with them. Further, all of the local offices have been closed. I have a copy of PA7 and the Wills are prepared, subject to the being signed. I also understand that the…
