We'd like to remind Forumites to please avoid political debate on the Forum... Read More » This is to keep it a safe and useful space for MoneySaving discussions. Threads that are - or become - political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

We're aware that some users are experiencing technical issues which the team are working to resolve. See the Community Noticeboard for more info. Thank you for your patience.

📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!

Deaths, funerals & probate

Archives for July 2020

Heir Hunter
Hi everyone,A few months ago we were approached by a genealogist research company stating that an elderly relative had died intestate.There were three benificieries and the company would charge 30%.We contacted the company and told them that we did not want to use their services.Today, we received a letter with a cheque…
House content valuation for IHT when house is jointly owned with cohabiting partner
There are 2 parts to my question: 1: Any suggestions for valuing the house contents for the IHT forms when the house is jointly owned? The surviving owner is a cohabitating partner (not married or civil partnership). And as joint owner they now own the house fully and obviously won’t be selling its contents. I think I have…
Probate-free estates?
I can't remember where but I've read somewhere that probate is not always necessary. Is this correct?It sort of makes sense to me because if the deceased had no assets to administer what would be the point?Then I thought about the case of a married couple owning their home as joint tenants. As I understand it, this means…
Inheritance Tax Wasn't Divided Between Beneficiaries Correctly?
I'll try and keep this straightforward. Person unfortunately passed and left a property portfolio to 3 beneficiaries (2 executers, person a & b). Their will stated something along the lines of 'all my assets shall be considered as 100 shares and 60 will go to person a, 20 to b and 20 to c'. The properties were considered…
Would you take a fee/larger for time taken to do probate?
‘Doing probate’ for a loved one is a complicated and time consuming process. If I was to appoint a solicitor we would be looking at £1000s maybe tens of £1000s in fees. I have already done most of the investigation work to establish asset and debt values and plan to complete the probate process myself. I am being advised…
Executor help
This may be long but I will be as brief as I can, I’m looking for some advise on the following, my Nan unfortunately passed away and her will with the solicitor states that’s myself and my uncle are joint executors. He is currently being investigated by the office of the public guardian for misuse while she was alive, he…
Help! More documents.
I have put this on the mortgage forum. Not sure which one really. Can someone please help! My broker has said my application has been assessed and they’ve enquire more information. I am buying my late mums home. One is proof a copy of will and probate. There is no will and probate is letters administration. I have a copy…
Apply for probate online or by post?
I'm finally in a position where I can submit the PA1P and IHT205 forms for my mother's estate (relatively simple affairs - she was a widow with a mortgage free freehold property, 4 bank accounts and small number of shares in one company). So far, I have been using the paper versions of the forms as working copies before…
Seeking advice on Probate
Hi, My brother has recently passed away and I am dealing with his affairs on behalf of his wife/widow. They have no children. I spoke with Lloyds Bank yesterday to arrange for their joint savings and current accounts to be changed solely to his wife's name. The bank informed me that as the combined accounts amounted to…
Selling inherited house
I am joint executor with my sibling. We are the only beneficiaries of my late father’s will. His only asset is his house which has no inheritance to pay. We were supposed to exchange contracts On the house last week, but the Sibling is refusing to give permission to exchange Contracts, setting various “ultimatums” before…
Data protection
I have requested a letter of renunciation in respect of my late husband. The company dealing with the Will has sent this to another person along with a copy of my late husbands Will. Clearly this is not acceptable but other than complain and accept a’we are very sorry’ what should I do?
Problems paying in a cheque
My Mum received a small cheque from Santander. The payees are my Dad (deceased), my Mum (executor) and her lawyer as another executor. The estate was wound up a few months ago. My Mum tried paying it in using the ATM at her nearest bank (which is largely self-service) but the machine refused to accept it. Is it likely to…
Inheritance issue
A few months ago my Grandmother passed away. I wasn't told of any will nor of myself being a beneficiary, although I knew from prior conversations with my Grandmother that she had one in which she had named myself and my children as beneficiaries of both specific cash gifts and as residuaries. After enquiring concerning…
Contesting a will that's going through probate
Apologies, I don't have much information due to difficult circumstances My step-grandfather died just under a year ago. He had been married to my grandma for 27 years. He did have a will that he wrote at the beginning of the marriage which stated that when he died he wanted all of his estate to go to his children. My…
Probate on "Father's" house
Am asking for some advice although I fear I already know what the answer will be. Back in the year 2000, the council tried to move my Nan out of her 3 bed council house into a smaller property, my Dad decided to buy the house from the council, but as he hadn't been living there for the last 12 months (he worked abroad for…
Question on spouse exemption on form IHT404 and Probate form re Trusts (Q2.12?)
Couple of questions on IHT forms I still not sure about: - On IHT404 Box 4 and Box7 - Exemptions and reliefs for the jointly owned assets - Do I put the total of the relevant spouse exemption here and then also list any of these that are through survivorship in box 11? - On probate Q2.12 - "Was there any land vested in the…
Wills witnessed by video link to be made legal
Spotted this on BBC News app this morning. Temporary measure, initially until January 2022. https://www.bbc.co.uk/news/uk-53530228
Black Horse Financial Service Income Protection Policy
Hi Guys, My Dad passed away suddenly recently and I am sorting through his paperwork. There was no will and my Dad was divorced and I am the only child. I have come across a document in his personal belongings with Black Horse Financial Services for an income protection plan, originally taken out in 1995. I have a policy…
Paying back Legal Aid
A couple of years ago my landlord took me to court over rent arrears, I counter- sued as the property was in very a very poor state of repair. The case went to a magistrate's court and he lost. He had to pay his court costs, but not mine. I had Legal Aid. My Mother has recently died and left me some money, not a great…
Original signed copy of will required for probate?
Have been trying to locate the will of a relative who recently passed away. Have located a copy (but not the original nor is it signed) together with paperwork stating where the original is filed. Unfortunately the company that were archiving the documents were wound up by the courts some time ago and it's not apparent…

★ ★ ★ Meet your Ambassadors

Confirm your email address to Create Threads and Reply

MSE News

Ofgem proposes new 'no standing charge' Price Cap – but Martin Lewis warns vulnerable customers need to be opted in or it won't work
Ofgem has today launched detailed proposals for a major shake up to its Energy Price Cap that dictates the price over 80% of homes in England, Scotland and Wales pay for their energy bills.
Lloyds, Halifax and Bank of Scotland to cut overdraft rates for millions but hike them for others – here's what's happening and full help
If you're a Lloyds, Halifax or Bank of Scotland current account holder, the interest rate you're charged for using your overdraft could change soon as part of a fees shake-up. The Lloyds Banking Group, which owns all three brands, says millions of its customers will pay less after the changes – but a "few" will pay more.
Warm Home Discount expansion confirmed with millions more eligible for the £150 top-up this winter – here's what we know
Around 2.7 million more low-income households, including 900,000 families with children, will become eligible for the £150 Warm Home Discount this winter, as the Government has confirmed it will remove the existing 'hard to heat' eligibility criteria. The extension has only been confirmed for winter 2025/26, with further changes possible for future years.
Martin Lewis: At last a chance to fix Council Tax flaws impacting millions – debt collection, difficulty challenging your band, discounts and more
Major flaws in the Council Tax system in England could finally be fixed in future, as the Government has launched a wide-ranging consultation to review hideous debt collection practices, the difficulty of challenging your band, the overly complex and horribly-named Severe Mental Impairment discount and more. MoneySavingExpert.com founder Martin Lewis, who has long campaigned on these issues, shares his response and analysis.
Energy complaints to be dealt with more quickly and Energy Ombudsman to get new powers under Government plans
If you have a complaint about your energy firm, it may be resolved more quickly in future, as the Government has announced a raft of proposals to strengthen consumer protections in the energy market. The planned changes include giving the Energy Ombudsman new powers to force firms to comply with its decisions – but it's still very early days. Here's what we know so far.
Warm Home Discount expansion confirmed with millions more eligible for the £150 top-up this winter – here's what we know
Around 2.7 million more households, including 900,000 families with children, will become eligible for the £150 Warm Home Discount this winter, as the Government has confirmed it will remove the existing 'hard to heat' eligibility criteria. The extension has only been confirmed for winter 2025/26, with further changes possible for future years.
Base rate held at 4.25% – here's what it means and when it might be cut next
The Bank of England has held the base rate at 4.25%. Below we explain why, when it might be cut, plus what it means for your mortgage and savings.
Applied for South West Trains 'boundary fares' compensation? Act now to claim it
If you applied for compensation from South West Trains before the deadline in January 2025, you now need to provide your bank details to the claim administrator so it can be paid to you. Here's what you need to know.
Winter Fuel Payments to be reinstated for millions – Martin Lewis explains how it'll work, what it means and if it's an improvement
All State Pensioners in England and Wales will receive a Winter Fuel Payment this winter, though those who earn over £35,000 will see it clawed back through the tax system. It means nine million pensioners will get the £200 or £300 top-up. Here MoneySavingExpert.com founder Martin Lewis shares his instant response and analysis, and we include answers to your key questions.

View All

Deaths, funerals & probate

Confirm your email address to Create Threads and Reply

🚀 Getting Started

Is this how you want to be seen?

Get our FREE Weekly email full of deals & guides - and it’s spam-free

Deaths, funerals & probate

Discussion List

Confirm your email address to Create Threads and Reply

🚀 Getting Started

Is this how you want to be seen?

Get our FREE Weekly email full of deals & guides - and it’s spam-free