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HMRC location
I sent off the HMRC forms and the probate ones last week. The tracking shows a signature (well, a mark on the paper) for the probate package but the HMRC one says “collected by Wolverhampton DO”. Please can someone put my mind at rest and tell me that is the normal tracking! I can’t seem to find anywhere online that says…
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House Clearance or....
Hi, sorry if this is in the wrong section but I could not find a suitable home. My father recently died and his house is full of stuff. Loads of stuff. Almost all not of any great value or any value, but some may well be. Including some old books, ornaments, clocks etc. I don't know what to do. I am too busy to try and…
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Daughters father has passed away
I wondered if anyone could give some guidance or advice please. My ex-husband has sadly passed away, he was paying child maintenance for our 14 year old daughter via the CMS. Unfortunately we were not on friendly terms and if he could cut payments he would have done (although he loved our daughter very much, he hated me…
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Who would be executor in these circumstances
Several years ago our Solicitor's firm who were executors to our wills and where our Wills were lodged, went bankrupt. Eventually another solicitor took over the wills side of their and they are now lodged there. However on deciding it was time to uodate our wills, I checked their contents and was shocked to realise the…
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Do I need an Executors account and covid confusion
After 8 weeks waiting I now have probate, but I am getting conflicting advice from the banks on how to proceed. My late Mother's assets are held in several banks. I have been told by one bank that I do not need an executors account and it would be at the discretion of my local bank anyway whether we could even have one.…
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Help needed with form 435 please
Re Q3 on IHT435 can someone please explain what the term total chargeable estate on death means or provide a link to read up on it ? Thank you
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Advice please - to help a friend who is clueless about her deceased husband's estate
Hi I would really be grateful for any advice or information on what to do about a situation with someone I have know for over 50 years. My mother's friend who I have known for over 50 years is quite clueless on what to do about her situation. Her husband passed away in April of this year. His only child (a son) from his…
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Advice - any help appreciated, Scotland.
I would appreciate any advice given. We genuinely don't know whether to take this further or just leave it, though leaving it does feel wrong. My partners mum passed away last year(december) quite suddenly but expected as became suddenly unwell. Anyway, she passed away one person took over everything didn't even indicate…
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IHT400 - what do I do next?
Hi all, I'm hoping you might be able to give me some help as to what I should be doing next in dealing with my father's estate who passed away in March. I sent IHT400, schedules and valuations to HMRC last week but I'm unclear what else I can do at this stage. There will be inheritance tax to pay which will be paid in full…
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Selling an Inherited property
A property has been left to my children 15 & 17. I am the executor and an account has been set up my my and my sisters name and probate has been granted. A possibly silly question, when I put the property up for sale who's name am I selling it in? What has to be done before the sale. Thank you.
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Financial Advisor
My Uncle bless him has left in total £579k in his estate for my children 17 & 15. The decision was made to sell a property this week worth £400k as renovation costs out wayed rental income. The children will not know until they are 25. I know need the best financial advisor ever, will it be a spealist as the money is for…
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Hertiable Estate in Scotland
Hello, I am completing a Grant of Confirmation application form and I have a question about the Heritable Estate section. My late mother's house is registered in the Register of Sasines. I have the Search Sheet number and the date it was registered - is this all I need to write on the inventory? Or do I actually have to…
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Didn't know my Dad had paid for a funeral plan!
My Dad passed away a few weeks ago and myself and my sisters got on with arranging his funeral. Having never had to do this before and completely clueless as well as the shock and grief etc we only came across a Dignity funeral plan the other day whilst going through his things to gather together documents for his…
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Find a Will
https://probatesearch.service.gov.uk/#wills Has anyone used this service which costs £1-50 and you can view a will for up to 31 days. Can you download a copy in the form of a PDF document from the site. Or print a copy of it,
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Transferring property ownership
Hello everyone, I'm not sure if this is the right forum for the following question, so apologies in advance if its the wrong place. What is the process / procedure for transferring ownership of a leasehold flat from a deceased sole owner to his (sibling) beneficiaries ? Can it be done by an executor, or is a solicitor…
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Rental income from jointly owned property
I'm not really sure how to deal with my parent's property and the rent income from it. My father died early this year and his will left everything to my mother. They jointly own a property which is still receiving rent from the tenant. This is being paid into what used to be their joint current account. They are tenants in…
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inheritance
My dad passed away in March, my older sister lives in his house and has never moved out from birth (she's 51) we are both executors of the will, however, as she lives in the house my sister has taken on the attitude that everything is hers. I have recently discovered she has changed my dad's premium bonds into her name…
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Late Parents Divorce Financial Settlement
My solicitor has asked me for a copy of my late parents Divorce Financial Settlement. I do not have this and I have no idea who my parents solicitors were. They divorced over 40 years ago. Is there anywhere that might hold a copy of this? Thank you
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PA15 and Dealing with estate
My Aunt passed away in July leaving a Will the executor named in the Will no longer wishes to carry out the duties. They have filled in a PA15 form can the 4 beneficiary's of the Will myself being one go head and start to deal with the estate or do we need to fill in a form to get permission to do so. As i understand it…
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Revaluing a house before distribution of the assets
We valued the house for HMRC inheritance tax, and put it on the low side (lowest of 3 valuations we got). That was over 6 months ago and the house prices in that area are up quite a bit now. We may be several more months before probate is granted. One person is getting the house and others are getting cash of the same…
