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Will Trust - sound advice needed please
My husband died recently and I am in the process of updating my Will. I went to a local Will Writer who has suggested I make a Will Trust. I have one daughter and one granddaughter who is 4 years old with Special Needs. My daughter and granddaughter would be my only beneficiaries. My daughter has a partner and they own a…
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Deed of variation
I'm writing an instrument of variation myself. The estate was not liable for inheritance tax and I was the sole beneficiary. There are 4 new beneficiaries who I am passing sums to who are my 4 grandchildren. One of these is a step grandchild, another is under the age of 18. I am still waiting to get the current address of…
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State Pension deferred
I am the executor of my late brother in laws will and am not having any joy from DWP claiming some of his pension to give to his beneficiary.He died at the age of 71 so had not had any pension for 6 years. He passed away on the 21st April this year and despite many phone calls and letters I haven’t heard a word from them.…
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Relative died with no will - SCOTLAND
Hi there, Background: My partner's grandmother passed away last week with no will or POA in place No spouse as grandfather passed away some years ago Two children - my partner's father and his younger sister Issue: As there is no will, we understand that any money will pass to both children equally (no property as social…
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Discretionary Trust - Need a Solicitor?
I am dealing with my father's will and it stipulates that his assets (money, investments and half of property) should be put into a "Discretionary Trust" with his wife and 2 children (myself and my sister) as trustees and beneficiaries. My questions are: * Is the Trust a physical, legal document? * Does it need a solicitor…
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About to exchange - CCJ's pop up out of the woodwork!
My mother passed away suddenly last summer with no will. I am acting as administrator of her estate on the behalf of myself and my siblings who will inherit under intestacy. Her house is under the final stages of sale and we were about to exchange contracts. However, the land registry title has highlighted three charges…
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Life interest trust
Have the answer
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Inheriting a house and selling it
If a house was left to adult children of the deceased straightforward no IHT estate, children own their own homes would they have to pay CGT on the house if it was sold by the executors then the estate distributed or would they have to have the house put in their names before they could sell it therefore incurring CGT.?…
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Commercial property in will
My sister and I were left a 38% share in the freehold of a retail property on the death of our mother, the remainder is held by various family members. The property was leased in 1946 for 99 years and has subsequently been subleased. Does anyone know if: 1) we should inform the Land Registry? 2) do we, as executors, need…
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Cashing a cheque
No Will left. Next of kin given her moneyFriends have presented two cheques and solicitor says we have to pay. They are not for a service, just a gesture of friendship
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HMRC and the 421... Top Tip
Today I found out that the 421 had been prepped by HMRC in May and sent to HMCTS, but according to HMCTS they hadn't received it despite chasing. If you get through to HMRC on the IHT chat or helpline and they say they've already done the 421, ask them to copy it to the HMCTS SharePoint. Lord knows why they don't just do…
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IHT & Mirror Will
Good morning, Can someone please help. My father has recently passed away. He left everything to my mother (his wife) in the will. They share a house (both names on the deeds) and they share a property business as a limited company (50% shareholders) each. The total estate in both names is worth £1m +. They have owned the…
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Wills - Marriage & Family
This is probably a really quick and simple question. If a married couple of many many years make their own separate wills (obviously after marriage) is it all true to the word? My head is telling me yes but.. What if the husband had the majority of the money and he dies but leaves all of his money to a charity, does that…
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Advice about house after father has died to put it in my name.
Hi, my
dad has recently died, i am an only child and there was a will which states
that everything is to go to myself. His house
was bought although the house was in his and my mum’s name and my mum passed
away a few years ago but i don't think my dad ever actually informed anyone, so
is likely to still be in both their…
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Wording of will
Grandparents Will leaves everything “ to my said Daughter xxxx “ Does that suggest that he thought xxxx was not his Daughter, or is said Daughter a recognised legal term ?
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How to obtain details of my brother's decease in 1990
I need to obtain a copy of the certificate of his death - is it Companies House where it is registered? I am his sister and at the time of his death I was living in Australia. I was informed by telephone by his wife but wasn't able to return for his funeral. His wife died in the 2070s but his children - particularly the…
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Trying to convince someone to make a will.
Hi, this maybe a bit long winded so please bear with me. My brother passed away last year leaving his wife Jo who is 82, they have no children. Jo's most favoured nephew and niece have recently been trying to convince her, with some input from myself, to make a will however, after initial suggestions by herself, Jo now…
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Care Home Costs
I sold the house that me and my mother held as joint tenants. My mother was in a care home and her fee's were covered by income. I have now been approached with some outstanding costs. My question is as we held the property as " joint tenants " which automatically transferred to me on my mothers passing, am I liable to pay…
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Benefits entitlement while waiting for probate.
I am both executor and realistically sole beneficiary of my mother's estate (there are some small gifts of money to 4 grandchildren, but they do not amount to much). I currently receive housing benefit and council tax reduction due to being a pensioner with less than £6,000 savings. I am waiting for probate to be granted…
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No will - inheritance to be gifted - tax implications
Here's the situation. For various historical reasons, I own my father's home, worth approx £200k - he effectively rents from me. I have owned the house for more than 7 years. He's coming to the end of his life and has no will, just a promise we'd meet his wishes. There are 4 children (including me) who would share any…
