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IHT205 Question regarding shares in funds.
I have a query regarding some of my fathers investments. He invested with two fund providers, Fidelity and Halifax ISA investments. There are various funds in each investment and I am trying to ascertain which box on IHT205 to enter these values in, 11.3 or 11.4. I have values for each fund from each provider so do I have…
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Gift left in will
Hi,new on here.My mother died at start of the year and left the house and money etc 50/50 to me and my brother. She had a partner who lived there nearly 30yrs but ended up really just being a lodger. She left him a gift of £10,000 if he left the house within 6 months and to probably try and stop any future claims from him.…
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Me and my siblings Inherited my mums property but I have to sell it
Hello me and my siblings have inherited my mums property but I have to sell it as a trustee and was worried that the property has too be signed into my name first before the sale how will this affect me as I live in a housing association property
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Larke v Nugus letter response
Hi from a new member my first post. I am executor and a beneficiarie of my late uncles will . I have recieved a Larke v Nugus letter from a firm of solicitors claiming to represent several major charities that were named on a previous now revoked will . My uncles will has been granted probate and is been dealt with by a…
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Do I need any confirmation from DWP before distributing estate
Hello, I’m the executer of my uncles estate who passed away at the start of Feb. I used the tell us once service, and a few days later received a letter from DWP confirming they didn’t owe him any pension or pension credit at the time of death and if he owed any this would be firstly recovered from the account it was paid…
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Banking arrangements for joint executors - is this arrangement acceptable?
I'm a joint executor and beneficiary with my sister, dealing with a deceased account at Santander - no other interested parties. I've spoken to them but not yet registered death - their only option is to close the account and stop all DDs etc.and then transfer funds out to a nominated account. As we still need to manage…
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Do I need to apply for probate?
My father passed away. He left everything to my mother in his Will and £5k cash to me. I am the only child. So no other family disputes etc that can potentially arise. Both myself and my mother are the executers. There is joint mortgage, however, bank accounts are in individual names. As the mortgage is joint, it will be…
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Joint Accounts and Probate
Hello A simple question... I have a joint savings account with my Father. If he should pass away, would I need to include his half of the account in the probate application, or can the whole account be excluded? Thanks Robin
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Plot owenership
Il try keep this short. Father in laws friend passed away age 92 no living relatives. Father in law executor of Will and everything going to him. Solicitors have said deceased’s mother owns the plot and therefore deceased cannot be buried there without the consent of a living relative however there are none! solicitor says…
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Benificiary never told about will +
So I have two problems. My grandmother died 6 years ago. She named me in her will to get a "share". When I turn 30 I'm now coming up for 32. However I was never told about this until now as I've recently just seen the will which was in my dad's files. The executor never contacted me. All moneys have been distributed to my…
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Grant of Probate document possibly wrong? £0 value of estate?
Hi all, I have finally received a Grant of probate today which was a big relief! However on the bottom the grant of probate it states: "The application has stated that the gross value of the estate in England and Wales amounts to £0 and the net value amounts to £0" This has confused me as the value of the estate was more…
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IHT 205 query with Pension if someone can help
Hi, Completing the IHT205 for my late Wife, and the question about pesnsion "Did the deceased change or dispose of their pension in the 2 years before they died?". Back in 2019 (within the 2 years prior to her death), she claimed her pension due to her life expectancy being less than a year. The amnount was £17k but paid…
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Claiming unpaid maintenance against acwill
Hi there my siblings and I have just been informed my estranged father died in September. We have been estranged for 30 years although my sister and I did contact him 2 years ago and had several phone calls until his family asked us to stop. He died owing my mother thousands in unpaid child maintenance and school fees. Are…
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challenging a will
Hican a person who is challenging a will have their solicitors phone a witness who signed a will and ask them questions can he/her refuse this
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Inheritance
I am unable to work due to ill health. Im a single dad with one dependant and on ESA and Child Tax credits. Their could be a chance i am about to inherit around £70000. Would i lose every bit of my benefits including things like housing benefits if i was left this money.
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Executor and Beneficiary
I’ve tried searching for the answer to the following but are unable to find a clear answer:- I am Executor to my late Uncle’s Will/Estate. In his Will he stated that the property and its contents are to be left to myself only and any other assets should be divided up between two other beneficiaries and myself. The contents…
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Widowed without work months before pension age
A delicate question, but my mum is 65 and is months away from finally reaching retirement age that would mean she qualifies for a pension. At the moment she is a full time carer for my dad so has not been in work. He has been given weeks, or months to live, meaning she may be in a position where the only income is his…
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Probate and a Tax Question
I am at the point of applying for probate after registration of death with my fathers investment providers, banks etc. I have all of the information back but have also received a form from two investment providers which mention chargeable gains and a liability to income tax on two of his investments. There are pages which…
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Do HMRC do everything electronically now for probate
I am executor of a rather complicated estate, involving listed and unlisted shares, property and various assets that need a specialist valuer. Does anyone know if everything can be submitted electronically for probate? I am curious because I have several hundred pages of company accounts, perhaps more, and don't really…
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Really struggling mentally!
I lost my Sister in Law to suicide 9 months ago. My Dad died weeks ago with cancer after suffering since Summer. His last days I can't get out of my mind and neither will the funeral of 10 mourners sat 2 metres apart. Today my Father in law 'it 'appears' also has been diagnosed with cancer and my wife is very upset. Add…
