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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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Setting up trust upon death and decisions
My Father passed away in December 2023, everything passed to my Mother which has been straightforward and all sorted. However, my Father was director of a private company limited by shares and owned c30% of the shares in the business. We had the shares valued as part of the probate process at c£200k, noting that the shares…
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More info from probate office
Applied for probate and got an email asking for more info. The will pages are single and they want confirmation, that no pages have been removed or added after execution. The pages are numbered, so why? They want confirmation from who drafted the will or any witnesses. Is this unusual if the will is going to be rejected,…
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C1 Scotland Inventory
I have done a Scottish C1 Confirmation submission but I'm encountering hurdles getting the format of the C1's inventory accurate and theres nothing online with which to compare. The Sheriff is knocking it back due to 'formatting' issues and HRMC, when questioned (given it's their form), tell me they can't help and I need…
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How is IHT bill calculated when an estate includes right to reside property?
My mother died last month and as executor to her will I am currently valuing her estate and trying to work out her
IHT liability. Her total estate includes her free estate which includes a
house (house 1) which she has left to direct descendants. There is another house (house 2) which belonged to her second husband where…
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Over a year and still getting nowhere with probate - possible caveat placed?
My father died last year and over a year on probate has still not been granted. My brother stated he was unhappy with the distribution of the will, we both got the same distribution but its not enough for him. I am the executor and I believe has has entered a caveat on the will but I have not been informed of this,…
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young grandchildren and contentious probate
Hi, our daughter died in 2023,
she was not in a relationship but left two young children by different fathers.
We need a letter of administration to sort out her affairs and to ensure the estate
is divided equally into trust funds for the children. After eighteen months of little
to no communication from the probate…
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Plain English guidance on probate next steps
We lost our dear mother (M-I-L) on NYD. I think we may end up paying the Co-op a couple of thousand to deal with probate but the more I read the more I think it can be done DIY for a few hundred. We have faced the difficult part of unravelling her financial affairs. Our father is self sufficient and more than comfortable…
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How is a trust handled in probate application?
My late friend's widow is considering completing a probate application herself, but is first assessing how straightforward this would be. A question arises on how to deal with the property valuation and how this is reported. A will trust is created upon the death of either partner and the trustees and beneficiaries are…
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Vested Interest
My 'common law' father-in-law died last year, I am an executor of his will. His beneficiaries were his two adult children (one Son, one Daughter), and each of these has 3 adult children each. The daughter died shortly after him. She had a common law partner. My father-in-law's Will states that her 'issue' will take their…
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Money Moral Dilemma: Should we leave more to our younger children in our wills?
This week's MoneySaver who wants advice asks... We've always treated our children equally. The older ones, now in their late 40s, were fortunate enough to go to university with generous grants and their fees paid for them, so they graduated with no debt and have now almost cleared their mortgages. It's much tougher for our…
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Final Rent Bill for Deceased Tenant – How Long Should I Wait?
My mother passed away in December, and I’m handling her estate. She lived in a council flat, which I emptied, cleaned, and returned the keys for in mid-January. I was told a final rent bill would be issued since her housing benefit stopped the day she died and there might be additional charges for cleaning etc. Despite…
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Distribution of assests
My fil passed away last year and as executor I've received probate and started contacting to receive his money from various please My question is about what happens then. There are some fixed amounts to pay first but remainder split 5 ways with one person receiving theirs at £50 a away. How exactly do I do that please?…
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Delayed refund of care home deposit
My mum died in December 2020. Her former care home retained the deposit until April 2025. I believe that they should pay statutory compound interest of 8% per annum on the deposit, as they have held it for a disproportionately long period of time. They say it was held in a non interest bearing account. I say that's their…
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Copy of probate and will
I paid to get a copy of probate and will on 11th April and I was hoping to have received something by now. Other than a copy of the receipt for £1.50, I've heard nothing. Is this unusual? The probate was granted over 20 years ago, but I would have thought it was still available. Any ideas anyone?
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Will Deed of Variation or making an Inheritance Act claim
Hi In my father’s will he left equal shares to myself and my siblings, but he suddenly remarried a couple of years ago and never updated his will. Therefore he died intestate and we inherit as per the Intestacy Rules. During his final days he asked his wife to divide the estate in a particular way, so that we receive more…
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Probate & IHT - I can do this!
Hello Everyone, Sadly, my mum passed away in October and I find myself in the position many of you have been in before. After reading the excellent advice across this forum, I think I can probably do the IHT and probate on my own. I spoke to the solicitors holding a copy of my mums will, they would like £14,500+VAT to…
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British Gas
My father in law died at the start of March, and we've been sorting out the estate. Most firms have been brilliant - understanding, helpful, considerate.... Then there is British Gas. Several calls. Several letters. Several rounds of incompetence. The last one has particularly annoyed me. While we've finally got the…
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Another Gross Value for IHT vs Probate Question...
Despite reading many of the current threads on this topic I am still unsure of the specifics that relate to my situation. My late mother owned a half share, with my father, in her home and also in a piece of land, both as tenants in common. Her other assets included cash and investments in her own name as well as the usual…
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Isle of Man Probate - service delivery address required so I can do it myself
Hi folks - bit of a niche problem here. I have volunteered to do Isle of Man probate on a single bank account held at Lloyd's Bank International on the Isle of Man for a friend. I have done probate before and have done some para-legal work in the distant past, so am up to speed with the process and detail. 1. The account…
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Gifting from excess Income
morning all, My wife and I are in the fortunate position of having a modest amount of day-to-day surplus income and we’re looking at the possibility of gifting under the “excess income” rules. Although I’ve read forum posts and relevant HMRC on-line info (or at least tried to), I have some questions which I’ve been unable…
