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Confirmation C1 declaration help
confirmation was rejected due to deceased name in Will is different to what I’d put on form. I’ve amended this but was told I’d have to put something in the declaration. Looking for help as to what I’d put.
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Question on life trust and care home fees
Hopefully one of you geniuses will be able to assist. I agreed to be executor to a friend's father's estate. Him and his wife owned their home as tenants in common. He passed away and the will states that his estate be put in trust, and his surviving wife be a life tenant and able to live in the property rent free. The…
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Inherited property and FTB status
Children of the deceased have been left 1/4 shares in a property. The property is currently being used as a holiday cottage / air b&b plus the children and other family members use it themselves fairly regularly. The children would like to keep doing this. 3 of the 4 children currently have FTB status (along with the…
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I WANT TO SET UP POWER OF ATTORNEY ADVICE PLEASE
I am now 84 in pretty good health but realise that could change at any time. I have decided that I should set up power of attorney. For finance and health issues. I have a son and daughter and would like to have both their names on the document. Currently my solicitor has got my will and the deeds for my apartment. Should…
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C1 Form excecutors
I am filling out a c1 form and it has been returned . My dads will stated my mum was first executor but predeceased my dad . In the will i am next in whom failing but there are also second 2 solictors in the c1 form i named all executors in question 10 including my mum and solciitors who will not be acting and in question…
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Property trust query
Parents have mirror wills, their 50% share of their property is to go into trust upon death and all other assets to the surviving spouse with them being able to live in the house for the rest of their lifetime. My dad died in March and the solicitor dealing with his estate (executors as well as my mum, sibling and myself)…
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UK/Foreign Situs Will + Pet Trust: . Seeking advice on STEP solicitors
Hi everyone, I am a 49M British citizen in excellent health. I am currently mapping out a multi-jurisdictional estate plan. I recently had a consultation with a local UK high-street firm, but as soon as I mentioned that I have assets abroad, the legal assistant panicked, said they "don't do cross-border work," and…
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Keeping records for IHT 404
I wonder if anyone else has tried the Monzo app? It is intended to help people to budget and control their spending but is also a perfect tool for generating categorised spending records for IHT403. For £3 per month you get a version that lets you customise spending categories. So I deleted all the suggested ones and…
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UPDATE: Brother is talking about contesting will with no evidence. Does he stand much of a chance?
EDIT: I just wanted to say a BIG thank you to everybody who has replied (Except that one person lol). I've taken all what you guys have said andit's made me feel a little easier. I am still worried ofc but I do feel better. Thank you! I posted this two weeks ago (Not sure if anyone would remember) basically saying about…
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Will processing
Apologies in advance for the vagueness but could somebody please give me some advice? My Mom is not in good health and I've just had to rush to her house (she's ok). Although I know where her will is (or should be) she keeps saying I will need to take this to Birmingham??? (We are West Mids). Its also a mirror will so its…
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Gifts out of Surplus Income, Do these Gifts Apply?
Every month for over 7 years my Dad has given me a gift of £200-£300 month in return for the help I provide. If you look at his bank account you can clearly see the balance increases from one month to the next, so he is still saving money and these gifts do not effect his standard of living. Is this something I need to…
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Probate - Is It Necessary?
I am trying to assist my executors, who wish to DIY my
estate in the event of my death. My circumstances are: I’m married, our home is
held in Tenants in Common but because of my previous divorce I wish to leave my
half of the property (house total value – around £800k) in trust to my 2 children. Apart from the house I…
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Probate - Applying Online
MSE states in section four of link below that: "you can only apply online if the deceased lived in England, Wales or Northern Ireland, you're the estate executor/administrator, and you: Are the husband, wife, civil partner or child of the deceased" However, I am the nephew and sole executor of my late aunt (not husband,…
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Probate
I have submitted probate request online. Probate office have said they want further information from the witnesses to the will. They are going to send a form to them. Does anyone know what form they will send? If I can download it I hope to reduce the time we will have to wait. Thank you
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Probate on line
I’m trying to help my mum to do grant of probate for my father. Everything is in joint name apart from his one ISA , mum thought that she could inherit the isa and it would be straightforward, but Lloyds have said that as its value is over £50,000, they need to see Grant of probate? Can they demand this? all bank accounts…
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Unregulated trust and estate planning
Has anyone else had problems with an unregulated estate administration company — and what did you do about it? My father passed away in January 2025. His estate is being administered by Steele Rose & Co Limited, a Salisbury-based company. The executor's year ended in January 2026. It's now June 2026 and the estate is still…
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Power of Attorney, it's making my head hurt
My Sister and I are about to set up a POA for our father, we were hoping to do it ourselves, but I'm really not sure I can having looked at the form. Signing the forms would be our father, my sister and I, then a certificate provider and a witness. Does this mean we need two different people to sign? I'm finding it very…
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Can I claim 2x residence nil rate bands of £175k
Hello. I believe the rules around residence nil rate bands changed after my mother died in 2013. My father died just last week (they were married). Will I be able to claim two residence nil rate bands?
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Changing executor
Apologies for starting a thread when I’ve not contributed on this site for some time but I’m looking for a little advice and maybe reassurance please. I was appointed executor for a will, jointly with a solicitor and with 4 equal beneficiaries. There’s a house, some money and a few effects and they were a single lady - so…
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Updating Will for money for Grandchildren query
Hi, My current Will is set up to leave all my money to my grandchildren when they reach 21 but reading numerous threads on here it seems that this will incur hefty taxation and need to be set up in a Trust, difficult to manage etc. As the sum involved (currently unless I win the lottery) is around £40,000 a STEP qualified…
