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Deaths, Funerals & Probate Board Sticky
Relevant Forum threads you may find helpful: * Introduction to this board * Useful references * Guide discussion: Probate: How to do it yourself If you've spotted any other threads on this board which you think should be highlighted, please do let me know. Useful content from MoneySavingExpert.com: * Guide to probate *…
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Life Interest Trust & IHT400 (both parents passed away no trust set up)
Hi All My parents had mirror Wills set up with a Protective Life Property Interest for each other. Father died 4 years ago and the Trust was never set up. Our mother passed away in April 2025. We gathered all the figures together for IHT (the allowance of my father of £325k and our mothers £325k means the estate is under…
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Inheriting parents home with sibling.
So my mother wants to make a will so the house that she owns is left to 50/50 between me and my brother. My brother still lives at the property and would more than likely stay living there in the future. When the dreaded day comes would it be just a case of my brother having his name on the house remortgage it for half the…
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Will solicitor insolvent - advice needed
Hi all, about 7-8 years ago, my partner & I (unmarried, with 2 teenage children), took out a Will using a small local firm of solicitors, who I now understand were specialising in mortgages, but included Will writing amongst their services. I have recently tried to contact them to possibly make some updates / changes, &…
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Wills / Financial Planning
Retired UK citizen resident in Spain. Property in both countries. Looking for recommendations on financial planning for updating current Will.
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Will / trust
My dad has recently passed away and I am confused about the will. Mum and dad had mirror wills. They were tenants in common. Mum died in 2018 and left her share of the home in trust for 3 daughters (all over 18 / left home) with dad having a life interest to remain living in the property. Her residuary estate passed to…
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How to record a bequest from a will?
Surviving parent passed away recently. Will nominates myself and brother (no other successors) as executors. No specific bequests were made in the will, merely for executors to act in disposing of the assets of the estate. The unwritten agreement (perhaps unwise but it has stood the test of time!) with parents/brothers was…
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Solicitors have lost my FIL’s Will
Hi thanks for any help in advance. FIL has passed away and organising probate. We have a letter from solicitor saying they retained will but they’ve just told us they don’t have any trace of it. We do have a copy. They have asked us to pay for searches. I’m concerned they haven’t taken any responsibility. What are my…
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Probate
My MIL died recently. My FIL is the sole beneficiary in her will. He also had LPA for her for both health and finance. They had owned a property jointly and as her savings were less than 50k, Lloyds bank have confirmed that they are happy to transfer the money from her Lloyds account into his on her death when the death…
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Looking for advice on Wills etc
My wife and I want to arrange our will and PoA Our affairs are fairly simple We have one adult child Plus I have an adult child from a previous relationship I want my wife to have everything if I die first I want both my children to share everything should my wife die before me I will make one gift to charity My wife wants…
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IHT400 - Do I need to complete this?
Hi, My mother passed away in July 2025 and I'm gathering all the details/values for her estate. I have had it confirmed by two lawyers that as no financial institutions have asked for 'confirmation' I don't require to apply for it - which was good news. However, IHT 400 appears is still needed. Mum gifted her house in 2014…
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Probate - how long?
Hi, I know it's been asked before but on this cold and wet afternoon I've nothing else to do but think..... Probate submitted end of June, straightforward, just bank accounts, how long can it reasonably take? Apologies again for repetition, just wanted to hear some real experiences (recently) thanks
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Credit Seaches for Estates bills
I am dealing with a family members affairs. I am Executor and am managing Probate process for the house and the bills. Im trying to understand if I will encounter several Hard Credit Searches personally for the suppliers. Specifically EDF and Sky Broadband which I dont want to be disconnected. They have transferred the…
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Inheritance tax allowance transfer after death of 1 parent. Do I need to complete any forms??
Hi all,I am trying to work out potential inheritance tax. Mother passed away 5 years ago and left everything to father. Current estate, with property is worth around £500k. (ie exceeds the £325k limit).On the death of the first parent does their inheritance tax allowance automatically go to the surviving parent, (ie ging a…
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Severn Trent issues in settling decease estate
I having all sorts of issues with Severn Trent regarding my father in laws estate. They have confirmed that he had £190 in credit but will only issue as a refund to his bank account which is frozen or to the beneficiary via proof of a will or legal letter of administration. There was no will and as the estate is small…
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Charge on estate
My late fathers estate had to be registered with land registry (the buyers insisted). It has returned with a charge on the land incase any inheritance tax is due. Probate and zero tax confirmed in January and no further contact was made by HMRC so 60 day period where automatic charge removal should have happened is up.…
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Multiple on-line accounts. How will family find them?
I have a number of on-line accounts; current accounts, savings, shares, premium bonds etc. I have put a list of the banks in a spreadsheet, which my wife and kids have access to. The idea being that they can contact the banks when I finally leave this world. I try to keep it up-to-date but, as I often swap banks to get a…
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Grant of Confirmation
Hi, I’m trying to fill in the form for Grant of Confirmation for my dad’s estate (C1). I’m trying to do this on my own without a solicitor. I think I understand the main issues, it should be such a simple situation, but what exactly to put on the form is driving me crazy :mad:. Would be grateful if anyone could help.…
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IHT411 AIM Inheritor plans (BR)
I would please like some help with reporting two AIM IHT plans, (if I have to) set up for my mum in 2014, she has since passed in June of this year. I am aware that these should now fall outside of the Estate after 2 years under 'business relief'. Should these investments still be listed in the 411 for IHT consideration?…
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"Excepted" Estate
Hello all - I'm trying to sort out my mothers will along with my two brothers. All three of us are executors and are the main beneficiaries. Mum's assets are principlally her property with a few thound pounds in the bank. Her house has been valued at around £325,000, right on the cusp of normal IHT allowance. Add in the…
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Forms IHT301 and IHT 302
I posted a while ago about the time it might take to get a 'Final Assessment' to find out the remaining amount of IHT plus interest in order to pay it and then distribute the estate. As seems inevitable we have now received the answer but find that the confusion is now greater. Prior to the grant of probate we received a…
