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Claiming deceased parent's legal rights as well as my own share of grandmothers will? (Scotland)
My grandmother passed away at the end of last year and named her daughter and her three grandchildren (I am one of the grandchildren) as the residual beneficiaries of her will. My grandmother also had a son (my father) who died several years before she wrote her will so he was not named in it. I know that i am able to…
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Probate Form Pa7a question 3
Form Pa7a question 3 The bit where it asks 'the will for the person who has died' (selected) and then there is a box that asks 'for the following reasons', is what they want something along the lines of 'because I'm the executor and need the will to dispose of this persons assets as they wished' or something more
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IHT Threshold
I am unclear about what the IHT threshold is. I thought it was 325k x 2, i.e. £ 650k for a married couple, but I now see a figure of 950k mentioned. This relates to something called RNRB, but even after reading up on it I am still unclear what it is and who it applies to? I am sure that there must be a lot of families who…
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Power of Attorney
Sadly my grandfather passed away recently. In his will I am named his sole beneficiary. His neighbours were used as witnesses and they have also been put down as executors. The problem is they did not realise what was required being named as executors and they dont have time or knowledge to do this. They have asked if I…
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Land registry update after death?
My mother recently passed away. She and my father held their house as tenants in common. On my mother’s death her share of the house passes to the trustees of the will upon trust for my father and after his death, to their children in equal shares. the Land registry lists my parents as proprietors and with the Form A…
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IHT205 - Please can anyone help with a few sections I am unsure about?
Hi all My mum sadly passed away in March and I am helping my dad save money by applying for probate. It's the first time I've done it. I've read through the IHT206 Notes and have got my head round most of it, but there's a few bit I remain unclear on and I wondered if anyone could lend a hand please? 1. Assets passing to a…
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Basic Trust Self Assessment
Hello, I have a basic Trust and receiving income from it. The trust generates an income from renting out properties. I also employed and also earning a monthly salary On the GOV.UK site it says i would have to fill in a standard self assessment and i do not need to fill in the supplementary trust form (SA107) But do i need…
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British Gas
After not being to get through to British Gas to advise of mams death I wrote to them with the death cert (just a copy) .I've recieved a reply saying they are not monitoring or responding to letters at the moment as they are prioritising vulnerable customers, which I appreciate (pleased I didn't send the original…
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Inheritence form - IHT205 Stocks and shares not quoted on the Stock Exchange
My dad ran a limited company. My mom and dad had shares in the company. On inheritance form, how do you declare the Stocks and shares not quoted on the Stock Exchange? Lets assume the company had £50k in the bank account... and had liability of £30k i.e. £20k remaining to pay dividends or leave within the company... Assume…
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Land Registry- tenants in common and no probate
Hi, my dad died a month ago and I am the executor of the will, along with his solicitor who has since retired. My mum and I have managed everything smoothly, closed bank accounts etc. Without requiring probate. However, I have now turned to the house deeds and realised my parents had wills with a discretionary trust drawn…
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Where would you hide money?
Looking through some items we managed to take from the house, and we found bundles of £100... The old £10 notes so dad must have done this prior 2015. So far they have been in vases, an old fashioned twisty cigarette ashtray and in amongst some old photos in the actual photo wallet (good job I looked through them.....)…
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Do I have to sell my mum's house
Hi My mum recently passed away, with her only debt to the local authority for her care fees.She has a small amount of savings but not enough to cover the debt, but in her will she left her house to my daughter. Can my daughter pay off my mum's debt, which is much less than the value of the the house so she can keep the…
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thread moved - wrong section originally chosen
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London Probate Office
Hi All Anyone got any idea how long the London Probate office is taking? I have been waiting for almost 8 weeks now and with the current situation I could really do with getting some access to my late mothers estate? They have definitely received the documents as I sent it recorded delivery and can see it was signed for -…
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Executor passes while obtaining probate
I'll try and keep this simple as it is complicated. My mother passed away leaving no will, and owning her own home that is solely in her name, she met and married my step father 10 years ago who claimed probate on this estate a few month llater he also sadly passed away also leaving no will, can probate be done again on my…
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Do I need Probate
I have a LPOA for my Aunt and together with my brother I am an Executor of her Will - she is living with dementia in a care home. Under the terms of the Will my brother and I inherit in equal shares apart from a few small bequests. She has three bank accounts with different banking groups, each holding less than the amount…
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Heir Hunters refusing to hand over money from estate
I’m hoping someone can offer some advice on how to proceed. My sister and I were unexpectedly contacted by a solicitor to say we had been named as beneficiaries in a Will. However, the estate had been intestate for 8 years so had been picked up by a well known Heir Hunter firm. The heir hunter had tracked down a family…
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Court Appointed Solicitor to act as Power of Attorney - Fees
Apologies - I have also posted this in category Marriage Relationships and Family but I figure that may not be the right one... but there doesn't seem to be a category to fit this one. In fact I have been concerned that this topic has zero on search engines when I am sure it must be a concern to many! Context - In Feb 2019…
