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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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Probate process question: beneficiary order and renouncing as executor
I’m an executor (along with my sister) of my late grandad’s estate. A firm of solicitors is also named as a professional executor. I haven’t seen the will yet as we’re still waiting for the death certificate, but the solicitors have sent draft probate forms which list the beneficiaries in the following order: -a church -a…
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Premium bonds after bereavement
my dad passed away recently unfortunately my mum noticed my dad has quite a lot in premium bonds, which she now gets she just wants to cash them in so the money goes to her current account she is 100% computer illiterate and doesn't want to do nanything online can you do it over the phone instead and is it straightforward…
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Rewrite a will
Me and my husband plan to rewrite our wills, basically mirror wills. So after first death, everything is left to the spouse. If the spouse is predeceased, everything goes to our niece as we have no children. Our property is joint tenant. I believe the surviving spouse can continue to live in the house. Is this a simple and…
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Money Moral Dilemma: What should I do with the inherited money that I feel guilty about spending?
This week's MoneySaver who wants advice asks.. I've recently inherited some money. It's enough to buy a new car, something I do need. But I feel too guilty to spend it - I would much rather have the person I inherited it from still here, and it breaks my heart even thinking about spending it, as doing so would almost feel…
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Query re probate application
I’m about to apply for probate as my mum just passed away. The house / title is in my late father’s name. He left house to mum. She then left house to me and my sisters. But title/house still in dad’s name. Am I about to encounter a problem before I start. ?
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Gifts out of regular income
I asked a previous question about 10k being gifted in the year of death to FIL granddaughters. I have used 3k exemption for 25/26 and 24/25. FIL has plenty of excess income to cover the other 4K. Would this be allowable to reduce the IHT charge on the 10k to zero? Thank you
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Can I use a Downsizing Addition for IHT calculation - Gift of 50% House to Child
Hello Everyone, I have a question relating to filling out the IHT 400 and using the Downsizing Addition to maximize the RNRB and TRNRB available. Father and Son both lived in the property and it is the sons and was the fathers main and only residence. (50% ownership each, survivorship clause), with the sons 50% having been…
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Proof of identity to Probate solicitor
I'm a beneficiary in a will and returned all the forms I was asked to by the probate solicitor involved. I've now been told that their online identity check does not fully confirm my identity. I'm surprised by this as I'm in my 70s, always lived in the UK, always had the same name, always been on the electoral roll, been…
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Completing IHT400 - my experience!
Well, after a sleepless night worrying about completing the form (and 8 supplementary forms!), I've spent the last 2 days on this and it's about done. Once I focused and stopped panicking, it wasn't so bad. Contrary to what it says on gov.uk, ''You cannot save a partly completed form so we suggest you gather all your…
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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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Pensions problems
Hi, Not sure whether this should be under pensions or probate as it’s both kind of. My dad recently passed away and left me as executor. He left me a list of his assets in which was included a large pension with Aegon target plan which he had got through working for United utilities. My dad was under the impression it…
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Unacceptable Probate delays - not fit for purpose
I just thought that I would share my experience of obtaining probate and see if anyone else on the forum has had similar issue's. My brother passed away in December 2023 and as a named executor on his will, I applied for probate online in January 2024. I received a confirmation e-mail of my application and on my account it…
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Transferring name on house deeds following parent death
My mother died leaving me her house. I am the executor of the will (along with my husband) and sole beneficiary. probate has been done and granted, there is no mortgage or debts on the property and it is freehold, but now trying to work best and cheapest way to transfer deeds to my name. Can someone simplify what I need to…
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Refund to estate IHT 400
FIL has council tax and car insurance refunds due because he passed away during the year. Do I enter the refunds in box 76 on IHT 400 and add detail in the additional information box? Thank you
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IHT 409
FIL had 2 pensions from former employers. No death benefits payable . Pension ceased on death. Do I complete 1 or 2 IHT 409 schedules?
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Can an estate buy a share in a house?
I am in a tricky position of being attorney for my frail mother who is living in care, and executor for my late father. Their house now stands empty, incurring risk and cost. It is held as tenants in common, a legacy of a now-irrelevant IHT scheme, or something: it doesn't matter, it happened. Once I have probate, my…
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C1 Form completion advice
I am looking for help with completing the C1 form. My father passed away and we need a certificate of confirmation for a bank account and also for some shares. I have been dealing with the estate and will be applying for the confirmation. With paragraph 2 I was looking for an example of how best to word it. My Mum is…
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Utilities after a death – notify now or wait for death certificate/probate?
Hi all, I’m looking for some UK-specific advice on how best to handle utilities after a death. My grandad has recently passed away. The property will be unoccupied for a while and probate hasn’t started yet. We don’t yet have the death certificate (MCCD issued but waiting for registration). One view is that we should…
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Dispersing of accounts as an executor
Hi Any advice appreciated, so dispersing of accounts, I know I need to share statement of accounts & I’ve read it’s R185 form. Complete this and send the same copy to all 5 charities, please what do I get them to sign for completion or excepting their %\money, before transferring of funds. I’m helping my mum who is elderly…
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Probate & IHT Form
Hi, I can see several entries with people asking similar questions but if someone can "comment" that would be helpful. My mum has recently passed away and my brother and I are the only family left. We are applying for probate (as there is property involved) but have got confused on the part about whether we do need to fill…
