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Council Tax on a second home after Probate
I'm aware that councils continue to allow 6 months after probate is granted free of council tax. The intention is that the property will be transferred to my name (my sister will take other assets), however, we would like to renovate the house whilst still living in our current property. I think i have read somewhere that…
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Keep discretionary will trust?
My father-in-law died in May this year, leaving my mother-in-law living in their home. Their estate is currently worth around £1.3 million, including the house, so probably some IHT to pay when my mother-in-law departs and at 92 and frail, that may be sooner rather than later. My brother-in-law hasn't yet started probate,…
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Inheritec?
Has anyone heard of this company?
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HM Land Registry - Witness & Verification of ID - Forms AP1, AS1, ID1
Finding the HM Land Registry forms very difficult to understand , having to navigate to different links on HMRC website to figure out how to complete various sections of the forms AP1, AS1, ID1. These forms are for the transfer of my deceased father's property to my sister and it should be straightforward as no third party…
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ISA and general investment account, CGT position
I'd be grateful for a sanity check as a friend is asking me for help as they have had conflicting advice from professionals. The deceased had investments in a stocks and shares ISA, along with investments in a general (non-ISA) account. AIUI as the death was within the last 3 years the investments in the ISA have continued…
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Latest on Interest Bearing Accounts for Executors
A simple search I've just done with Google quickly threw up one possibility offered by Cater Allen, who appear to offer Executors fixed term deposit accounts of varying fixed periods at reasonably competitive interest rates, so long as you are a "personal customer" and have a minimum of £5000 to deposit (plus a few other…
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Probate query for overseas shares
My father is a UK resident and like other people he has several small share holdings that are domiciled in Jersey and Guernsey in addition to his UK shares. All are held in a normal UK stocks & shares ISA with a UK broker. Would these holdings mean that, in the future, probate would need to be obtained in Jersey and…
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Estates petition
Evening all, I was wondering if anyone and everyone could sign this petition and share it? https://petition.parliament.uk/petitions/751937 It's a petition to hopefully help estate beneficiaries, if they ever get stuck with the executor from hell.
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Will and trust query
I don't know if anyone can advise me on here but here goes: A couple of years ago my parents arranged with their solicitor to set up a trust for myself and my children in the event of their deaths. I'm sole carer for my severely disabled husband and so am living on means tested benefits. My parents set up the trust so that…
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No Will but have I got a case?
I don’t know
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Do I need to fill in IHT forms?
Hello, My father in law passed away in 2012 and we did probate ourselves back then as everything was very straight forward - just a couple of bank accounts over the banks limit for not needing probate. Fast forward to now and my mother in law passed away in December 2025. She was a very simple woman with no debts, and only…
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Power of Attorney - NEED HELP
Hello, please can anyone help. Having watched Martin and the Team on TV and the topic of Power of Attorney's (PoA) price increase my husband and I decided it was time to do our forms. Prior to the fee increase, my husband and I completed our PoA documents and paid £82 for each application. Both forms were posted together…
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Solicitor retired, can't remember details - will
Hi all I made a will a.few years ago, have lost the solicitors details and think they have retired. They emailed me a copy but I have lost it! Is there any way of finding out who might have a copy (know roughly they traded from) as I need to update it.TIA
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CGT - house to be left to me and nephews, also, house in limbo..
Dad died in Feb, mum applied to land registry (LR) for the deeds, filled in wrong form, then died herself. House is to be left to me and my (late) sisters children. I've heard different equations about CGT, if I sell the house and get half, £175k, will it add to my tax bill? Their dad and I want to look after their money,…
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Could beneficiaries demand this?
We seem to be now at the end of the probate. I can’t quite believe
it! A real saga! But I’m still feeling anxious. I might have a post traumatic
stress thingy of some sort. There are still some lose ends and the
distribution of the residual. Corrections were submitted to HMRC
before Christmas and the final bill for…
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Tracing Shares and following up Lost Account results
I recently opened a Lost Account search for my late father's accounts, which revealed stocks and shares with the Lancastrian Building Society, now Virgin Media. This matched a letter that I found following his death confirming that shares were held, and he was to reply to the address given. I have done this twice on his…
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Wording of charity legacy
I'm wary of leaving a residuary % legacy to a charity having heard then can be very aggressive of execs in pursuit of every last penny. A fixed amount obviously isnt ideal - does anyone have any suitable wording to solve this conundrum. Was wondering of options such as: x% of residuary estate rounded down to nearest £1000…
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Inheritance tax and gifting question
I am trying to pull together all the relevant information regarding money myself and my husband have gifted to our children so that they have paperwork in place should my husband and I pass away. At the moment I don't think the estate (on the death of the second one of us) will owe inheritance tax, but our house is going…
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Deed of Variation - does money need to be available within 2 years?
I feel I should know the answer to this but can’t find a definitive answer i am aware that the DOV needs to be completed within 24 months of date of death.I have made variations on previous inheritances ,but had the inheritance in hand when doing so.I was each time an executor,this time not. My last inheritance is…
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Grant of Confirmation - Form C4(S) for Corrective Inventory
Hi. After having successfully obtained Grant of Confirmation last year, we are now dealing with sale of deceased mothers house. But, solicitor has just advised the wrong title number cited on Grant of Confirmation issued relating to the property, and we will need to use Form C4(S) 2022 to have this amended! Our fault…
