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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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New Will
I'm looking at getting a new Will written up. I have four children and two step children but only wish to leave anything to two of my natural children and the two step children plus my wife. Should the two children not inheriting anything be named in the Will? A work colleague said she was advised when she made a Will that…
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Normal expenditure out of income
Despite no longer having to, I continue making regular payments to my ex-wife to help cover most of her bills by basically transferring the same amount of cash from my bank account every month. I have been doing this for several years as I can afford to and she is in a low paid job. It now transpires I may not have many…
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Probate questions
My mother passed recently and having held the funeral, trying to get my head around next steps regarding the estate and probate. Do bear with me as I have various questions but any pointers/guidance that can be shared would be appreciated. I have issued the 'Tell us Once' notification to stop her pensions. I am the sole…
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Grant of Confirmation - Scotland
Hello Everyone My first post ! My Sister passed recently and i am looking for guidance and advice on completing C1 form Grant of confirmation (Scotland) ? any help would be much appreciated Regards Alan
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IHT400 – nearly completed but with a few questions - maybe someone here can help?
Hi all I thought it best to keep everything in one place rather than post multiple separate Qs…make a cuppa if you fancy diving in… I wonder if anyone could help me with a few outstanding questions I have on the IHT400 (and associated schedules) to enable me to finalise submission to HMRC. Brief synopsis of my late…
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Money Moral Dilemma: Is it fair for my mum to include my nephew in her will?
This week's MoneySaver who wants advice asks… My mum says she wants to include my sister's only child in her will, splitting the inheritance between the three of us. She says my sister's in favour, but as I was unable to have children, I'm not sure how I feel about it. Is it fair? Unfortunately the MSE team can't answer…
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Advice needed please
My Mum passed away in July 2025 and as it is now almost sorted legally and financially, I would like some independent advice. My sister and myself are joint executors and beneficiaries of my mum's Estate and I had a wonderful plan to keep the house and to renovate and to rent it out. It was my childhood home and the…
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Choosing executor and attorney
My wife and I really need to update our wills and set up POA but it's not easy. We are both in our 70s and have no children. Friends and siblings are similar age to us or older, and most are a long distance away (continents away in some cases). Nephews and nieces are also very remote, and the nearest one is not someone we…
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Executors Bank Account - where? ! How to deal with estate if cannot get this simple account.
Nightmare trying to open an Executors Bank Account, hardly any banks do them and/or make them so difficult to open that it becomes impossible. Barclays require both executors to attend in branch together; not possible if in different counties 500 miles apart. They have also closed branches in our local towns, meaning you'd…
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Transfer house and savings to son
Asking for a relative (I really am) My relative in her 70s has sadly been diagnosed with a terminal disease and has been given approximately 12 months to live. She is widowed with one son She plans to transfer her house and her savings of about 100k to her son (I believe by opening a joint account) within say the next six…
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Exploitive solicitor fees for simple, low value probate?
Any advice for me please. Over £7000 is being taken from my late father’s estate to cover solicitors fees (the entirety of his savings). £1800 was charged for e-mail correspondence to myself. Other charges are for work repeated due to mistakes and interestingly to cover postage for letters received (£179 for 8 letters). I…
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So i have a question
My wife died 8th may i was in charge of getting her final wishes sorted out, ie cremation disposal of clothes closing of banks. There was no will as it all happened so quick. she had a bit of money put aside to be divided evenly to her 3 son's which i took care of (4k each) the cremation and all the other bits related to…
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IHT and High court of justice grant applications years after death untanglment.
What are the pitfalls presented by the probate office and then HMRC if you submit PA1A/PA1P applications 5 years or 10 years+ after death? It is an expected estate for IHT purposes but I lack the full paperwork to prove it (liquid assets). CGT will be unavoidable. Interested to hear from those who can describe their own…
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Estranged executor
My mum died in 2021, and most of her estate has been sorted out. We have become aware of a small number of shares she owned (BT), and I am beginning the process of selling them. We three children are beneficiaries of the estate, and all three of us are executors. The problem is that my brother is now sadly estranged from…
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Estates petition
Evening all, I was wondering if anyone and everyone could sign this petition and share it? https://petition.parliament.uk/petitions/751937 It's a petition to hopefully help estate beneficiaries, if they ever get stuck with the executor from hell.
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Estimating Property Values For PA1A Probate/LOA Application?
Would be grateful for thoughts on estimating property values for an estate. My father passed away recently without making a will. He is married to my mother and I have one brother. He owns a house with my mother as joint tenants (value of his half of house - £225,000) and owned a rental property in his sole name (value…
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7 Year Gift Rules
Parent has only ever made one cash gift in the last 7 years. This was £5000 to her daughter in August 2025. She (parent) passed away in December 2025. An IHT400 is required for the estate as there is IHT to be paid. As no gifts were made in 2024 can the allowance for that year be carried forward to 2025? If so, does this…
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Payment of DDs for utilities on deceased bank account
Hopefully someone can help .. Parent passed recently and we will need to go through probate etc that may take some time. Part of the estate is the house that will require heating / lighting etc. Can we leave the DDs running against the deceased’s bank account ? Or if the bank account becomes frozen how do we pay from the…
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Friends Will -inheritance query
My friend passed away a few months ago beforehand she told me she had left me a little something in her will - One of her close family members who is selling her house said "we wont be using solicitors " Obviously im keen to know what she has left me but I haven't heard anything. How and when would I be informed ?
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IHT400, RNRB & transferable NRB
My father died recently & my mother passed away in 2018 and as far as I know everything in her will went to him. I'm currently completing the full IHT400 as I will need to use his RNRB and my mother's transferable NRB. Do I need to complete IHT402 if the transferable NRB is managed by the Probate application? I'm assuming…
