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McClure Solicitors
Hi. I took advantage of the November free will last year and contacted the above. Started the process then decided to have an estate will plus lasting power of attorney which cost a lot more than the suggested donation. Long story short - lots of back and forward and things took ages to complete then out of the blue last…
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Scotland - Parents died before Grandparent, do we get a share in the house sale, will in place
Hoping for help. I am in Scotland. Both my parents have died. My fathers mother has recently passed and we have been told we are not getting a share of the house sale by my fathers family. My dad died first and my mum was then to get his share in the house sale when my gran died. My Mum then died before my gran, I assumed…
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Pension Woes
My husband died a few months ago, there is a coroners investigation into his death which we've been told could take up to 9 months, in the meantime we have been issued an interim death certificate showing his cause of death. We're trying to sort out all his finances ASAP so we can try to get on with our lives as normally…
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Executor bequest
I'm now sorting out my late DM's executary which is really simple as I'm the executor and only beneficiary however it's brought some questions to my mind when thinking about re-doing my own will shortly. My executor is a friend, most of my family are overseas so it's not really viable for them. Now that I know how much…
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Will
My partner and I are not married, we own a house and business together we don't have wills (yet), he has a child (now an adult), I don't have children. We are in the process of thinking about getting wills. We intend to leave everything to each other in the advent of our death, however my partner wants a clause that on my…
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Executor not providing any updates at all.
It has been over a month since my Father has died and it’s been a nightmare. He appointed his sister as the executor of the will whom is a complete stranger to myself and they are in charge of my fathers estate. When I say stranger, I mean I do not actually know them and have no relationship with them and to have them…
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Can my friend claim this house?
The situation has been solved now, thanks to everyone for their help.
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At what point is it polite to ask how much your inheritance is?
I have recently been bequeathed a percentage of a close relatives estate after she passed in May. I have received a copy of her will and I am in contact with her executor, however the executor seems to believe I have knowledge of my relatives finances, which is something I never discussed with her. I know it will take some…
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Sending estate share to Greece
Hello, in the next month or two my Mother’s estate should be resolved and I anticipate having to send about £130k to my sister in Greece. What is the safest ( and hopefully cheapest) way to do this? Thanks very much
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Simple Probate - how long to wait?
Hi, I am doing a DIY Probate for a very simple situation. My mother died leaving everything 50/50 to my brother and me (no other siblings). She was divorced and her ex-husband died a long time ago. She lived simply and only really has her long leasehold property of significance in the estate. I am pretty certain that there…
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Mistake on submitted IHT form.
I stupidly sent IHT205 off with a probate application, following my mother's recent death, thinking that I could just mention my eligibility for the extra £125K threshold for the property being inherited by a direct descendant, which would raise the threshold to above the value of the estate. Then I worked out that the…
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Unexpected death, no estate
I am really hoping someone can help. My sister in law passed away suddenly aged 51, leaving no will and three children in their early 20's. Not married, not surviving partner. Sil did not work and was in receipt of Pip, and other benefits, dying with just £3 in her bank account. She has various debts, lived in a local…
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Probate Deceased Marital Status
Hello, I am applying for Probate using PA1P for my mother's estate. My mother was cleanly divorced at least 20 years ago from someone who died at least 10 years ago. For probate purposes should her marital status be Widowed or Divorced? Question 2.9. Any help/pointers appreciated!
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Living in a house before probate
Hi, my cousin died without leaving a will and any other family members. So which means I’m the only one left. We are currently waiting for letters of administration, which I’m named on. He left a few insurance policy’s and his house, can I live in the house whilst I’m waiting for this to come through ?
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Inventory and account order received from solicitor despite already sending inventory to beneficary
Hi, I won't go into too much details here but late uncles house sold in May this year, a solicitor has been hounding us for an inventory of account. I emailed the beneficiary with an update of the sale in May and he then forwarded this onto his solicitor. Later we emailed further updates and then a full inventory of…
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Is Lendy peer2peer loan asset for Probate ?
I am executor for my brother's estate. He 'invested' £110k with Lendy who are now in administration. Am I right in thinking that despite the fact I may get little or nothing back I must still include the full amount as an asset for Probate which will mean I will be paying IHT ?
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Paying back loans to an estate as a debtor when also a beneficiary
My brother owes my mothers estate £5000. There are 5 beneficiaries, including himself. He says that the £5000 should come out of his 5th and then be split 5 ways, therefore he will receive £1000 of it back. I'm not convinced and think that the £5000 should come out of his share and be split 4 ways between the rest of us…
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Loans owed to deceased
I am acting as Executor of my brother's estate. I just need confirmation of something. He invested money £110k in peer2peer lending through Lendy which has now gone into administration and the chances of getting much back are slim. Am I right in thinking that the £110k must be added as an asset, which then pushed him into…
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No Inheritance Tax if I have M.H. Problems?
My parents recently went back to their solicitor because I have no financial security of my own and am completely reliant on their Inheritance which is very frightening. I am in my 40's and have lived with them in this house since I was 7 and never owned a property or have a pension. I haven't even paid my stamp. I haven't…
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Inheritance tax on parent’s loan?
Hi, my parents recently passed away and 3.5 years before their passing they gave me a loan of £150,000. I was repaying it monthly and had repaid about 10% of it. Let’s say £135,000 was left to repay. I have seen some mentions of a £325,000 allowance for family “gifts”. If that is relevant I am sure their other gifts to…
