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Contacted Solicitor to Draft Will - Am I committed to proceed?
My question is am I correct in thinking that I have not yet entered into a binding contract with the solicitors and am able to walk away and make alternative arrangements without having to pay them anything? The chronology is as follows: * In early March I phoned the solicitors and said I wanted to speak to someone about…
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Funeral costs for next of kin
Hi guys, just wondered if anyone can give me advise on a current situation. The police advised that my father had passed away on saturday, left no will and has no money. I havent seen my dad for around 10 +years after issues with the police and generally him being a VERY bad person. The police said his girlfriend wants to…
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Step children contest will
Hi, Father recently died and left will naming biological children only as beneficiaries in his will ( all equally). Dad inherited everything form second wife on her death as she had no valid will .Will made nearly 20 years ago after second wife died and not been changed since. There were 2 stepchildren from second wife,…
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Secure Funeral Solutions - has anyone ever used them? Any opinions, good or bad?
Hi all My dad was playing an internet game the other day when a pop up popped up for Secure Funeral Solutions. He made contact and got a quote for a prepaid funeral. Seems they are a broker / comparison firm for prepaid funerals. They seem to have good reviews, and I've had a read through the MSE prepaid funerals article.…
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Valuing an estate
Hi, can I ask for some advice regarding valuing an estate and informaing financial institutions? I have looked at probate and we do need to apply for it as even though everything is being transferred to my Dad, a couple of accounts are over the probate threshold for that institution and they say they require probate. I…
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Disclaiming an Inheritance
My mother has recently died and the executors are sorting out her estate. In her will she left a very small inheritance to her grandchildren.One of which is going through a divorce. The petition has been applied for they are due to exchange financial details for the consent order Is it possible to refuse the inheritance,…
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Questions
Hoping for some answers regarding when a solicitors is dealing with an estate: 1. If there are two executors on a will, and the executors live within close radius. Should the initial meeting be held with all parties? And what about further meetings, who should be present? 2. With regards to any documents sent out by the…
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Notices section 27 uk
Hello I am doing the probate myself and I received the probate last week, I have placed the section 27 notice in the London Gazette for as this was recommended in the government website. I read earlier today as the estate contains a property I need to place a add in a local paper as well. The local papers will not let me…
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What costs should be covered by estate cash account during settlement of affairs
Sadly our widowed dad passed away on 29/5/20, his will which we have a copy of states that the estate (cash, a property, shares) is to be divided equally between 3 siblings who are all named as executors. Current status with cash is that the bank account balances of around 25k are in the process of being transferred to a…
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Financial gifts, wills, and disinheritance
My question is to do with financial gifts -- I know that this can still form part of the estate for inheritance tax purposes up to 7 years after death, but what if someone's estate isn't anywhere near the inheritance tax threshold? Can people give away as much as they like to whoever they like, or will this be seen as…
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Will writing advice
Hello. we have recently welcomed a new born baby, because of this we are trying to organise assets and her care should we both die.Can anyone please recommend a will writing service (ideally free if theres such a thing) that would sort where the property & money goes to if we die and most importantly a guardianship for the…
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Deed Of Variation - Could Coucil Claim Varied Money For Nursing Fees?
This is more a theoretical question about something that may or may not occur in the future. My mother inherited a sizeable estate from a close relative last year. She completed a Deed Of Variation last December so that half of the estate goes to me. She is in her mid 80s and is getting a bit frailer. Still independent in…
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Property given as Gift of deed, do I have any rights regarding the other share?
A property was left to my uncle by his late parents and was then given to me and my sibling 25 years ago as a gift of deed when my uncle was still alive. We both have a 50% share in the property, and we have lived in the property since birth, but my sibling left when they got married but I have remained in the property my…
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Confused over forms IHT412 and IHT413 for Business Relief
My late father owned shares in many small unlisted businesses, often startups. I have listed them all out on form IHT412 (I used an extra Excel sheet too as there weren't enough rows on the form). Most attract Business Relief or Replacement Business Relief because he had held them more than 2 years. I'm unclear if I also…
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Probate Hell! Help
Thanks everyone for help
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Please comment as I need Executor Advise and should I go to the Legal Ombudsman?
Any advise on the following would be much appreciated: 1. With regards to the Administration and Distribution Account document
that's been prepared by a solicitor (due to probate/estate), and is then ready to be sent to an
executor/executor's. Would I be correct in saying: if two executors are on the
one will, should this…
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Selling a deceased persons Car or Motorbike
Hello Just a simple question please... If a deceased person owns a car or motorbike I presume it cannot be sold until probate has been granted. After probate can the executor sell the vehicle even though the logbook/keeper is still in the name of the person who has died, or does the logbook name need to be changed to the…
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Tricky and in need of some advice...
Hi everyone i’ll try to keep this brief. A family member has passed away and myself and another member of the family are administrators to the will. It has come to light that over 4K had been taken from his bank accounts in the year leading upto his death when he was in a care home (he had advance dementia) by another…
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Extended survivorship clause in will ?
I'd like to leave inheritance to someone, but so they won't receive it until a few years (say 3) after my death. But I would also like to make sure that if they unexpectedly die in those 3 years that my inheritance would not go to that person's family at the end of the 3 year period. Is this possible?Thanks
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R185 (estate) and Santander Dividends
Hi, I am struggling to find out where I should enter the values for the dividends paid by Santander to the estate during the period of administration on the R185 (estate) form.Santander paid their dividends to the estate after taking off 19% Spanish tax. When HMRC was given the final information of the income by the estate…
