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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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Deed of Variation
I have an inheritance arising from my parents’ estate, which is to be divided equally between my brother and me. My inheritance comprises a 50% share of our parents’ property and 50% of the residual estate (i.e. savings). I would like to vary my entitlement to the residual estate so that my share passes directly to my two…
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"Small pot" pension of a deceased person
I had never heard of the "small pot" pension rules until yesterday - from what I can glean, if you have a pension pot of under £10k, you can take it as a 'lump sum' and pay applicable income tax in one go rather than having to draw it down monthly. Does anyone know if it's the same for a deceased person? Context: My f-i-l…
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Taking over utility bills after death
If a family member continues to live in the deceased persons house until it is sold, do the bills such as energy, council tax & water need to be put into their name or does the estate pay them? The family member cared for the deceased and has always lived in the house. They may go and stay with another relative for a few…
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Direct Debits in joint accounts on death of one person
Hi All Me and the Mrs are knocking on so we wanted to sort our finances out so that all D/Ds were coming out of a joint account and would automatically continue after one of us carked. Having opened up a Starling account and laboriously transferred all D/Ds for this purpose we discovered that this wouldn't in fact happen…
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Post Death Interest Trust
Good afternoon, I am hoping that someone with knowledge of Will trusts may be able be to offer some provisional guidance. My Mother in Law has left 50% of her property in a PDIT for her 3 children. Husband has been left a life interest and the Will stipulates the following..... i) ("the Occupant") may live in my house and…
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Will and POAs?
About to complete will and POAs for health and wealth. I'm married and retired(58) with 14 year old daughter . House is worth £300,000. Have retirement/growth fund with Prudential which is performing well and worth £1.2 Million which I'm drawing down on per month . Looking at changes in inheritance tax next April 2027, If…
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Has anyone used My Estate Kit (www.myestatekit.co.uk)?
I'm bombarded with adverts for My Estate Kit (www.myestatekit.co.uk). In theory it sounds good but has anyone actually used it? Scam checker reports website is new which is potential for a scam. Sorting and documenting everything "just in case" is something I need to do, with everything online and only accessible to me.
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Do I Need Solicitors to Make a Will?
I need to make a will so I'm asking should I use solicitors to make one or are less expensive will writing services up to the job? It wouldn't be complicated in that I have no immediate partner or offspring so (unless they upset me!) my estate would mostly go to my two nieces and my nephew. My estate consists of primarily…
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Co-executors of mother's will
My mother's will lists me and my father as co-executors but my father passed over 8 years ago and in this circumstance the will provides for two additional individuals to also become executors (call them A and B). One of these (A) passed away themselves over 10 years ago, the other (B) I have no current contact details for…
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How to handle Estate Income for Simple Estate Informal Arrangements?
Hi Everyone, Long time lurker but had to create a new account to post. I normally get my answers from existing threads but need some help myself this time. I am the joint executor of my mother's estate who sadly passed away at home on her own (she lived 200 miles from me) in June 2022. As an autopsy was required there was…
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Scottish estate – multiple executors, one executor abroad and possible intermeddling
I’m looking for advice from anyone familiar with Scottish succession/Confirmation law, ideally someone with professional experience in this area. My partner's mother has recently died in Scotland. Her will names my partner and two siblings as executors. The will was made some years ago, when all three were living in the…
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Inheritance tax and joint account
My father gave me a £20000 gift three years ago. The gift came from a joint account that he shares with my mother. My father is very ill and I don't think he has long to live. When dealing with his financial affairs can I say that the £20000 gift was part from him and part from my mother ? My mum has dementia and she can't…
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Lack of Capacity
Hi all, Hope ok to post here, not sure it's the right board but you were all so helpful before…………. As you may remember my half brother went into nursing home from hospital after some sort of breakdown. He owned half the house due to mother getting bad advise back in the 90's. Mother died Oct 24, Dad died Jan 23. Mother…
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Mum and Dads estate (they are still alive)
Hi all, Looking for some guidance on protecting my parents' assets and would really appreciate advice from anyone who's been through similar. Background: Dad is 79, Mum is 75. Mum is showing early signs of dementia. They have a Will in place already (I'm named as executor, though I haven't actually seen the Will itself…
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Recovery from estate, how long?
Hello, Does anyone have any current/recent experiences with how long the recovery from estates department are taking to investigate into whether someone was over paid benefits before death? Thank-you 🙂
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Updating lasting power of attorney
Dad died nearly two years ago. Does mum need to notify OPG of his death and update her lasting power of attorney. We have both been appointed to act jointly and severally. Thanks
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IHT question re main residence allowances
According to Martin's excellent site "This means a married couple can leave up to £1 million tax-free (2 x £325,000 tax-free allowances + 2 x £175,000 main residence allowances)." My mother died in April this year, my father died in 2009. She has left everything to the children. He left everything to her in his will, not…
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IHT 400 - Money owed to rather than by the estate ?
I'm completing an IHT400 and Q82 provides quite a large section for listing money owed by the estate - such as outstanding care fees, overpaid state pension etc But is there anything similar there to list money that is due to the estate following the death - such as credit on the energy supply, a refund of broadband & TV…
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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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Confirmation Scotland and IHT forms
I'm the executer alongwith my brother for my late fathers estate. I’ve completed the IHT forms and HMRC have confirmed no tax to pay. They’ve given me the HMRC reference which I quoted on the Application for Confirmation. Last week I called the Sherriff Court to ask re progress and they informed me the Application for…
