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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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Amending probate value? House damaged during administration period before valuation
Hello, my first post here. I have not needed to post before because I have gained so much useful information from this forum during the two years since my Dad's death. Thank you to all those who have posted the information that has helped me navigate what needed to de done post death and to obtain probate (Letters of…
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Winding up of estate: retaining financial records
I executed my uncle's will almost three years ago. Since a fairly rapid probate, all minor debts and taxes have been long paid and the estate distributed. I have retained a pile of paperwork to do with my uncle's savings and investments plus valuations at the time of his death. How long ought I to wait before shredding…
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Date on WILL. It is a problem?
Just a quick question. Just storing out paperwork, will, getting ducks in a line, etc. Notice the date is a little wrong in terms of the extra 1 in front of the 13 because the pen didn't work first time, didn't think much of it, but now I do. It is worth doing this again, or will it not make a difference?
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Gifts from Income
Hi My mum passed away recently and as executor I'm completing the IHT400 form in order to claim her RNRB, her NRB and the transferable NRB and the RNRB from my Dad who predeceased her. Total estate value can therefore be £1 million before we owe IHT. I'm stuck on the gifts from income bit - IHT403 - my Mum gave my sibling…
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Use of Probate Services
Has anyone used a Probate Service (fixed fee) that they would recommend? I've seen it's possible to do it yourself and I might have to if the fees are too high. There's no property or assets but there is about 100K cash.
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Inheritance tax
If a property is worth £500,000 and will be left to 3 siblings would there be any inheritance tax to pay.
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Care Home Fees
My Mum has been in a nursing home for a number of years. The debt now outweighs her assets. Her flat has a charge so is being currently sold. My question is: How much money can be left in my Mum's estate, that the care home or local authority cannot touch? I have been given figures ranging from £23,000, £14,000 and Zero.…
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LPA, joint account, authorised user, or other method to help manage parent's bank account?
Background: My father passed away recently, leaving everything to my mother. I was a named executor on the will and I am sole administrator on the probate certificate. As a result of my father's passing, my mother has inherited a significant amount of cash from various ISA's he held, Premium Bonds, the sale of his car,…
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Power of Attorney not registered before mum died but money still taken - help
Hi I'm at a loss with what to do next, we had just completed my mums power of attorney and paid the fee, when she died unexpectedly. The office of the pubic guardian have refused to refund the two POW payments, which were paid on Friday 28th Nov, even though my mum passed on Friday 5th Dec. Nowhere near enough time for…
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NS&I Account balances timescales
I've applied for this information, any experiences of how long they take in working days? Do they sometimes request more information ? TIA.
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Will v No Will
Asking on behalf of a friend. What are the major differences between somebody dying with a will v dying without a will in respect of cost and time taken to apply for everything? Assuming the deceased is widowed, no house to sell and has two adult sons who would split the estate equally. I can’t really see a great…
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Distribution to beneficiary
Finally managed to get probate and have collected assets into exec account. Process made very difficult by other executor who is also beneficiary entitled to large cash legacy. I'd like to pay the legacy and want to make sure I protect myself. The exec account doesnt support cheque payment but I can get the branch to do a…
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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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Confirmation
Our mum died recently, my sister and I are the only beneficiaries and are both executers. My mum moved in with my sister recently due to ill health and died shortly after. My sister became joint account holder on my mum's current and savings accounts when she moved in. I was happy with this as there are no trust issues. We…
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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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Calculating inheritance tax in an unusual situation
* A married couple lived for many years in a house that was actually owned by wife's brother. * The brother died and left the house to his sister (the wife in the couple) but she died two years later before the house was actually transferred into her name. * The wife's estate was worth £750,000 and via intestacy she left…
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Inheritance dependence nightmare
Hi all I will try and keep this short - my dad recently passed away. his will was outdated and detailed his girlfriend being allowed to stay in his solely owned property for her lifetime provided she maintained it. the property mentioned in the will has been sold and another property bought in my dads name. We have looked…
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How do I find my own will
I have a copy of my own will (I’m alive) but the solicitor that had it has gone into liquidation some year ago. I’ve been through the filings on companies house and it mentions a few companies that took on WIP and debt collection. is there a process that they follow for passing on old paperwork like wills and deeds? is…
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Adding two trustees
Not sure where to post this! I just want to have an idea how much a solicitor will cost to add two trustees to an IPDI trust. Having done some research the quotes seem very high. Have asked my son’s conveyancer whether he can do it and was told he will refer me to a colleague. Can anybody advise pl? Thanks
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Probate delays and risk of losing property sale - any remedy?
Hi, we applied for probate for mum's estate (second death) in early August. In Sept they requested additional info which we submitted on Sept 26th. They won't give us any sort of insight into where it is in the process, whether there's an issue or what the general timeline is. This is a problem because Mum had actually put…
