-
Council Tax after Death
I am the Administrator of my deceased Mother's estate. We are desperately trying to sell her property to pay off ongoing debts, the worst being Council Tax. Whilst this was up to date when she was alive since her death we have been unable to pay until her property is sold. The Council are saying that I am liable but I…
-
Probate when you only have "savings"
My mother has recently died and has left a will, of which I am a named Trustee. Apart from a few belongings of minimal value, having lived in a care home for over 7 years, she left money in a bank (current account and an ISA) and NS&I Premium Bonds, so practical terms only has savings. The bank released her funds after…
-
district valuer querying value of house, i replied, how long to they take to decide?
Hello, I'm the executor for my late mother who died March 2024. The estate required iht to be paid and included a property. I valued the property as the average of three estate agents valuations, paid the iht and was granted probate in April 2025. Prior to probate I did not get a RICS valuation. The district valuer wrote…
-
Proceeds of a will vs gifts for future IHT
Hi everyone, I need some assistance and can't quite think how to word the question, so here's the context: F-i-l has died quite suddenly, m-i-l is the sole beneficiary but my wife is the executor so everything goes 'through' her M-i-l is herself financially comfortable and has a couple of pensions + personal savings that…
-
DIY Estate Handling - My Recent Experience (England)
Not sure how helpful this will be or whether it belongs somewhere else, but if it helps even one person, it’s worth sharing. I sadly lost my mum earlier this year. The estate was fairly simple - a house, a few bank accounts, local government pension, routine household possessions, and no debts (including no mortgage). I…
-
Moved: Wife death - Please help with where to begin...
This discussion has been moved.
-
Deed of Variation time limits with a trust
My dad owned the house which he and my mum lived in. He passed away and left the house to a trust, stating my mum can live in it until... she no longer needs to live it. When that time comes me and my siblings will inherit the house. I was thinking about a Deed of Variation to pass my share to my son, to keep that amount…
-
Selling House LPA
HiMy wife and I are filling out application forms for the Financial LPAI will be her main attorney, and she will be my main attorney, and we will each have two replacement attornies ( Same 2 people) I keep hearing conflicting advice about what needs to be in place in this scenario. If I lose mental capacity and my wife for…
-
Protecting an elderly person's money when family access may have been misused
I’d really value hearing from anyone who’s been through something similar. I’m helping an elderly relative with dementia whose finances have become complicated. While she was abroad for a while, another family member had her bank card and access to one of her accounts. Looking back through statements, there now seem to be…
-
ISA APS confusion
Hello all, I'm at the stage where I have the probate, but I'm a bit confused about ISA APS. Do I need to write to the half dozen banks and building societies the deceased held cash ISAs with and ask them to release the funds to the probate account I have set up? Once I've distributed the money to the beneficiary (his…
-
Inheritance theft
A relative passed away 3 years ago and left the will to 4 beneficiaries including 2 siblings and 2 children. The executor was related to one of the siblings and was eventually stripped of his status as executor for not providing statement of accounts and for non-distribution of funds. When payment was made it was paid from…
-
Transfer of property- which forms to complete
Just looking for some guidance- myself and my mother jointly inherited my nans house. We have the grant of probate and the last step is now transferring the property. We have decided to do it ourselves as it seemed a straight forward process and the company who handled probate for us were messing us about. We have an…
-
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…
-
I am an executor, if I die can I leave those duties to my sister
I am the sole executor for my Mother who died in 2020, to dispose of her estate and look after my brother who has continued to live in the family home since then - he is ESN and difficult to deal with. Under the terms of her WIll if he cannot look after the property then it must be sold and the proceeds divided between…
-
Should we have registered the trust?
Afternoon all, My mum died almost three years ago in Feb '23, and in her Will she left her half of the house (that she owned as Tenants in Common with my Dad) in trust with me and my sister as the beneficiaries, and also alongside dad as the trustees. It was my understanding back then that we didn't need to do anything…
-
Will made years ago help
I made a will when my only child was 3 years old, leaving all to him, he is now in his fifties, I was a single mum and I’m still a single mum, The executors where my parent who have now both died. As I’m still wanting all to go to my son, which will be a small house with no mortgage, is this will still ok when I die. Many…
-
Subject Access Request to solicitors
Anyone had any experience of submitting a Subject Access Request to a solicitors firm to obtain documents in a deceased person's will file for any references to themselves? Is a document disclosed in full, with just the names and identifying particulars of 3rd parties redacted?
-
Lifetime Mortgage and Inheritance
My parents took out a lifetime mortgage on their property in 2007. When my mother passed away seven years ago she left half the property to my youngest stepsister though I’m not sure that the lenders were informed of the fact. My father passed away earlier this week and it appears he died intestate as we have yet to…
-
Simple Will
Will be 66 this year. Have no will, so figure I should write one. It'd be a pretty simple affair. I don't have any specific items to leave. No property. So it's basically cash in bank accounts. The vast majority of my money is in a SIPP, which as yet, has not been touched. I have filled in the beneficiaries form for that,…
-
Calculating IHT when two life interest trusts are involved
I am executor to my mother's will and currently have valued her free estate. She had a life interest in her husband's house which is now left to his descendants. I understand the total IHT bill will be split between her free estate and the trust proportionately and the NRB/RNRB will also be shared. Now I discover she had a…
