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Help needed I think I have done the wrong thing
Hi, long story but will try and give as much background as possible. Married 20002 but separated 10 years, not divorced and even though we talked about it regularly it was something we didn’t want to do. Husband died about 10 days ago, not covid but found dead at home due to heart attack. I wasn’t informed until 6 days…
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Information gathering on Will and Trust Funds
Hello people I'm hoping i'll be able to get some advice from MSEs on how to brace the subject of Will and Trust Fund, i'll provide some context below and also summarise what i know so far. My question is now about what do i (we) need to know and what are the next steps Context I'm doing some research for a good friend (MS)…
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Bad experiences with closing accounts on behalf of a family member who has died?
Hi, I am doing some research and wondering if anyone has had bad experiences when closing an account (bank, utility, broadband, phone etc.) on behalf of a family member who has died?
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Probate
I'm looking for some advice please. What happens if someone does not declare a will after death? My husband was executor and POA to his mother's estate along with his brother, tragically my husband died 6 days after his mother. Her will has never been mentioned to me other than asking for a copy of his death cert for the…
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Probate Advice required
Mum passed away 15 months ago and my solicitor has paid out
fixed amounts as gifts to people mentioned in the will but has not made any
payments to beneficiaries yet or issued a statement for the estate. Each time we write we
are told the work is not completed yet. We found out last week that the name on
the house deeds…
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Land Registry and mortgage
Hi some understanding and help needed. I lived with mum at the address where she had an outstanding mortgage. Currently I am applying for a mortgage to pay outstanding balance which was left. However mum had 2 loans that are on the land registry. Will this stop the sale of the house?
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Who to choose for direct cremation?
Hi, I want to arrange a direct cremation for myself, but I don't know who to choose. I'm worried about what would happen if the company went bust and my family was left to arrange things, which is what I'm trying to avoid. Please can anyone recommend reputable companies? Many thanks
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Sorting finances after my dad's death | What do I write in the letter to all the banks and firms?
Hopefully you guys on this forum will be able to help me- My dad passed away in early April (from the virus), and so I am now needing to sortout all his financial accounts - With the end resulting needing to be that all his money is pooled together & paid-out as per his will. I have looked the the online step-by-step…
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Deferred payment interest
My mum passed away recently in a care home. We had a deferred payment agreement, which we must pay when the house is sold. The council are charging 4% interest above base rate daily since her death but I feel as I couldn’t put the house on the market due to lockdown it’s a bit unfair. Has anyone had a similar…
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Only one witness on a will
Can you help we recently lost my Uncle and we have now been told that his will was witnessed by one person . However my aunts will was with my uncles and was witnessed by the same person at the same time on the same day. Both wills are identical I. Their distribution of the estate stating that the spouse would receive the…
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Fees for notary
I need to transfer US shares to my name from joint. It needs a notary to witness my signature on an affidavit of non residence and there are 2 other forms that have to be signed in the presence of a solicitor. What is a fair fee for this. I have been quoted £240 + vat The last signature I had witness was a lot less (but…
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form of indemnity
Any help would be great struggling to find a bank to sign form of indemnity my late mother died in October and she has a considerable amount of shares to be split with her 4 children we don’t have the certificate and been told we need form of indemnity signed as the amount is over 50k what’s the cheapest way to do this as…
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Help with debt to Local Authority
Hi I have been asked by my wife to sort out her late Father’s estate. Currently, I am being chased for an outstanding debt of £12.5k for his in-home and residential care. His estate doesn’t have that money but is due to receive a rebate from his rent (that was still being paid for despite his move into residential care)…
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House Sale / Tennant's in Common
My Father passed away last year. He owned his house under 'Tennant's in Common' with my Mother. He left his 50% share to me ". My Mother has now gone into a care home and will obviously have to sell the house at some point. When this sells, what happens to the 50% left to me? We never completed a land registry change, as…
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Joint Executor Bank Account set up
Hi , could anyone please offer some advice. My partner and her Brother are both executors of her recently passed away Uncles will. While applying for probate we have been advised to set up a joint executors account to handle his estate. It seems that there are no banks that offer the service especially during this troubled…
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Amazing quick time for probate
Posted form on Sat 9th May, probate grant certificates arrived in post today, Tue 19 May.
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Valuation discount applied to unlisted shares / private companies for IHT
Bit of a complicated one, so please bear with me... I am trying to work out the right valuation discount to apply for private company shares in my late father's estate. The discount to cater for the fact that these are small holdings (<5% of the company) and the companies are loss making, will need more capital, and shares…
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Inheritance tax on Aunt's estate
My aunt has left her estate to my mother (her sister), my sister and myself. My uncle passed away 11 years ago and they had no children. I'm unsure if it will be liable for inheritance tax but it seems her estate will total more than £325k . I have read articles on IHT property allowances (extra £175k) but its not clear if…
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A complicated situation
Ok, bear with me on this as it's awkward! My Brother, my Dad and I were all joint owners on a house that my Dad and brother lived in. My Brother passed away on 1st April with no will so his third along with his car etc goes to my Dad. 10 days later, my Dad dies again with no will so everything comes to me. I have no…
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Changing/updating a will
asking on behalf of my elderly mother in law. She had originally in her will said to split her entire worth (house, couple of ISA’s, we think a few shares etc) we estimate her worth to be £650-£700k. It was originally to be split between her 4 children. Sadly, one passed suddenly so now she wants to change it to be split…