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Help! Is my mum still eligible for inheritance?
Hi, trying to keep a long story short. So my Nan is in a care home and my mum has been managing everything for her. She isn’t power of attorney or anything like that but goes to the bank and withdraws money to make payments on my nans behalf. My mum has two brothers who haven’t been involved in 15+ years and a sister who…
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Renewing/Updating our Wills
I am at a point of writing a letter of wishes etc. for
when I die. Then the family know, if I want to be cremated or not. Instead of
finding they have done something different by the time the will is read, which
happened with my late mother-in-law. We currently have mirror wills, made some 12 years ago
lodged with a local…
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Does an oath need to be sworn to obtain Probate?
Are the Personal Representatives (of an estate where the deceased left no Will) still required to swear an oath to obtain Probate (Grant of Representation)? I'm sure I read that this was no longer required but can't now find the link. Thanks for any help.
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Executor accounts
My grandfather passed away last year. he had 4 children and 2 of which were joint executors. one of the executors said they would sort out probate etc. after 3mths this was still not done and they left the country for 4mths to go travelling. The executor remaining then realised the other one had not sorted out probate as…
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Funeral director messed up
My fathers funeral was 2 months ago. On the run up to the funeral I carefully wrote instructions for the funeral firm of how we wanted the ceremony to be performed. It included them receiving flowers from our florist to their office and taking them with him to the crematorium. I went to the funeral home the morning of the…
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Money
I am in receipt of a cheque belonging to my daughter who has sadly passed away, she didn't have a bank account as I dealt with her finances, I want her son who is 14 yrs old to have this, and have no idea what to do.
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Partner died, can she stay?
This scenario relates to a friend of mine, let’s call her A, who I think is burying her head in the sand. I’d like to be able to support her but I’m not clear on the law. In summary, A’s partner died last year, they hadnt been together long and he left a house (with a mortgage) which they lived in. His will leaves his…
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iht400 turnaround time
hello does anyone know what the current turnaround is for iht400 forms at hmrc?
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Lost will is Probate needed
Sadly my husband died recently, we both made mirror image wills, but have mislaid them.Our property was own by us jointly outright, will I need to apply for probate ? will I need a solicitor ?
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Can’t find a deed of variation
My father died in October 2020 and probate is being sorted by solicitors. Everything was going smoothly but they’ve hit a bump. My mother died in January 2009. My sister called me this evening to say that in my mother’s will she’d left each of her surviving children a substantial lump sum. Now none of us can remember her…
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Appliance Cover
Hi, I'm hoping someone can please help me. My father passed away just before New year, he had multiple policies (I think a bit of dementia contributed to this,) Covering household items like TV, fridge freezer, cooker etc. I have contacted a few of them but once company said they cannot return the full payment that was…
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Deleting MSE online accounts/posts
So doing some life housework, thankfully no reason to just now but - well you know, anything could happen and its very MSE to have your affairs in order. On Facebook, there is a fairly simple process to delete an account. How would someone go about deleting an MSE account and old posts if the account holder passed away?
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Gifting inheritance
I owe my sibling 14k of an inheritance.. which is in my bank account.. can I just give them the money? And because they're self employed, would that have implications? Many thanks
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Joint bank account and death
A few years ago my father was having difficulty managing his bank account, bills etc. and he asked if he could put me on his account. I ssid yes and his bank account became joint. He had a little bit of money but nothing life changing. I managed to get him better deals on his utilities etc. Sadly he needed to sell his flat…
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House rental whilst awaiting probate?
Hi I'll try to keep this simple 🤔. Mum went into care home, I had POA for property & finance. Sale agreed on property (STC). Mum unfortunately passed away and I have applied for probate. No IHT to pay and I am executor. Can I rent out the property to the buyers whilst I await grant of probate?? Thanks for any guidance!
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Leasehold outstanding debt
Hey, I was wondering if anyone can help. We inherited a property and there is no money in the estate, we are going to get a buy to let mortgage debt to pay off the outstanding mortgage debt. The leasehold is owed £1300 and they keep saying its for us to pay, probate was complete on the 22nd of November but atm the property…
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PRE PAID FUNERAL AND GIFT INFORMATION
My Uncle has recently been diagnosed with a terminal illness and being the organised gentleman that he is he wants to pre pay for his funeral. The Lasting Power of Attorney has been finalised and I am trying to find out if this is something that I can do on his behalf in order to fulfill his wishes. One more thing I need…
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Solicitor or not? Executor dealing with estate
Hi - I am joint executor on my mothers will, I have been named on many of her bank accounts and will inherit the house. I initially thought that I'd involve the solicitor and she sent a questionnaire to me to fill in which I have been doing. That has involved me talking to the banks etc and getting statements and they have…
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Enduring Power of Attorney - Additional attorneys
My mother took out an enduring power of attoney many years ago. Due to her recent sight loss, I have used it to take over the control of her bank accounts. Due to a recent housesale there is now a need to open new savings accounts to protect the monies if there is a problem with the bank. I live 100 miles away from my…
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Can Executor purchase property from joint beneficiary?
Any advice will be appreciated - sole executor, joint beneficiaries (brother & sister), can the executor buy out the sister’s share of a property within the estate (late mother’s) if the sister is in full agreement that it is a fair market price, or does it have to be put on the open market? Thanks
