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Practical issue during COViD 19
i am currently unable to report a death to DWP or AA (get engaged tone after selecting option 2). does anyone know if “tell us once” includes attendance allowance and does AA still need to be reported separately (I believe it did 2 years ago).
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Beneficiary in a Will?
Delete thread.
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Payment of IHT issue
My father has left his house to me and my brother, however it has been left in trust as his partner has a life tenancy. She also owns her own house which she rents out. There aren’t funds in the estate to pay the IHT and so the house should really be sold in order to pay the fees. The sale of the house will pay the fees…
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URGENT ADVICE NEEDED - WILL BENEFICIARIES QUERY
My great aunt (who I have cared for for the past few years) has the following in her will in terms of how her estate is to be shared (I've removed names and allocated numbers for privacy): "a) one quarter to my brother no 1 b) one quarter to my brother no 2 c) one quarter to my niece 3 d) one quarter to my great niece 4…
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Buying Out Mother's Brother In Inherited Grandfather's House
Hi all, This is my first time posting here however I was hoping for
some collective advice. I have done a lot of googling but so far have not been
able to find anything that can help with my query. My mother has just inherited
my grandfather’s property with her brother (half share each). I would really
like to buy her…
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Credits to Deceased Accounts
I would really appreciate some help/guidance. My father passed away suddenly in February. We closed his bank account swiftly with all funds transferred to my Mum. He had purchased flights that then needed to be refunded. The airline did this but the bank claim they rejected it as the account was closed. We now have no idea…
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Family assets protection trust - following death of Father
Hi, my father set up a family assets protection trust when he remarried in 2013. Basically the trust names his half of the property, jointly bought with his new wife, to me and my sister. His wife's half is left in the same way to her two sons. My father passed away in July 2017 and his estate was distributed (finally…
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Becoming an Administrator when there is no will.
Hello, Our Mum recently passed away, and our Dad passed away 15 months prior to this. Surprisingly to myself and my brothers, there does not appear to be a will. Now, their estate, wasn't huge, and nowhere near the Inheritance Tax threshold, and the 'who get's what' is not an issue. We have a good relationship and this can…
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Inheritance tax forms needed query
Hello. I wonder if anyone can advise? My sister and I are applying for probate for my father’s estate and would like to ensure we use the correct forms, but the guidance seems unclear over Principal residence relief impact on form to fill out. For arguments sake say the estate is worth £700k including his home at £500k…
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Inheritance Tax – house price valuations and coronavirus
Hi everyone. First post here. My mum has just passed away from the coronavirus – and I've realised there may be problems with her estate because of the effects of the pandemic and the lockdown strategy. Has anyone seen any advice about this? For example, I have to start paying the inheritance tax within 6 months – but how…
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If you have to miss a funeral during lock down
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urgently seeking a bank to permit remote signing of new Executor's Account during COVID-19
My sister and I live in different parts of the country so can't be in the same place/time to sign the relevant paperwork to set up a new Executor's Account. I've tried all the online banking places (Monzo, Tide, etc), given they have entered the 21st century with regards remote authorisations of ID etc, but none offer Exec…
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TRUST FUND ACCESS IN TIME OF NEED
My wife (62), daughter (19) and me (53) are facing financial ruin, as are so many others. I pay private rent for the family home and for our daughters accommodation at college, plus her college fees and we have no income as a result of Covid 19. We are fortunate in that we are all named as the beneficiaries in my wife’s,…
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Next of kin
Hi sadly a very dear friend has recently passed away, he had no family at all one sister who passed away some years ago. my question is I was down as his next of kin at the hospice where he passed away, I have his bank cards and am going to the bank to inform them of his passing, I know he has a fair amount of money in his…
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Urgent advice needed - contentious probate
I believe my sisters last will was made under duress, by someone who is only interested in asset stripping the estate. I've been dealing with a solicitor, as has the other party, but I'm not sure my guy has been very thorough. The basis of this is that despite 2 letters from the other party's solicitor asking specific…
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Inheritance Tax
Does anyone know roughly how long HMRC are taking to process inhertitance tax at the moment please? Also, what is the timeline for the current process? I can only find old articles. Thanks.
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deed of variation wording
My mother recently passed away. For as long as I can remember, she told me and my brother she would leave her estate (her property and a small amount of savings) to myself and my brother, to be split 50/50. She also stated that in the event of either of us predeceasing her, our individual share would be then split between…
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Is it woth contecting/Challanging
Is it worth contesting a will or other potential options- Bit of background my father died in 2013, but grandparents were still alive . Shortly after fathers funeral grandparents advised that will had been changed to excluded Step daughter and son (of deceased father) but include daughters of deceased (myself and my…
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Inherited debt
Hi, my grandfather died two years ago and I looked after pretty much everything including sorting out his council house that had been in the family for around 100 years. I dissolved all of the money he had in shares and savings, which was not a substantial amount, and distributed it to the relevant people mentioned in his…
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Simple will but assets not joint
Hello, I'm hoping you have advice that will simplify the next few weeks for me...my father passed away at the weekend and has left a simple will, everything goes to my mum who survives him and I am one of the executors. However on reviewing his papers etc, almost all the assets including the deeds to their home, the…
