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What are the probate solicitors' obligations to benefactors?
My mother died in early June this year. Her will left
everything to me and my brother and specified a local firm of solicitors as her
executor. Her estate comprises a house worth about £600,000, a few thousand
pounds in savings, and that’s about it – no shares, no insurance policies that
we’re aware of, and no debts. I’ve…
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Clarification needed
I am looking for clarification on how a deceased estate is calculated when I joint owned property is involved. My husband and I owned our house as joint tenants and this has passed to me by survivorship. My question on this is, for purpose of the estate calculation to settle his debts, is his half of the house included in…
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Termination of Life Rent and Property Transfer
My father’s second wife had life rent in the family home (Scotland) after his death in 2020. Recently she also passed away and the solicitor is now going to terminate the trust and transfer the house into the ownership of my brother and myself. We anticipate that he will probably buy me out in the New Year and live in the…
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Confirmation for will in scotland
I’m executor the estate is slightly over £36k and all cash in a couple of different banks The banks don’t require confirmation to access the funds. But do I still require confirmation? I do have a solicitor involved but they take weeks to come back to me with answers, and previously wanted hundreds to apply for…
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Death of tenant in common, share left to spouse in will
I need some help and really cannot find the answer to this particular question after lots of searching. I am acting as executor for my recently deceased Mother in law. Mother in law and Father in law married and Mother in law left everything to Father in law in her will. They own(ed) a property as tenants in common.…
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Probate Forms
Hello everyone, after having my Dad's house valued yesterday I am now in the position to fill in the Probate forms. I was just interested to hear from people who have done this online. Can you go through the form first to make sure you have everything to hand or is it a one shot deal were you have to complete it all the…
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Intestacy, Joint Tenants & IHT Liabilities?
My father has just died without making a will. He is married to my mother and I have one brother. His assets are; Marital home owned with mother as joint tenants - £225,000 (value of his half of house)Rental property owned in his sole name - £425,000Savings and cash in bank - £125,000TOTAL - £775,000 My questions are; As…
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CGT on sale of shares (proceeds being split)
My brother has just sold some shares which has belonged to my mother's estate. We are joint executors and we have a question about CGT. The shares have luckily gone up in value since she died and we are therefore unsure what happens with CGT. Will it be liable? Or if it is directly related to the estate it is allowed not…
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House valuation (certain situation)
Hi, So I've been tasked by the will with being the executor of my late father's estate, and have to get the house valued. There's me and my two other siblings that are inheritors, with the estate being split equally, i.e. thirded, between the three of us. What slightly complicates things, is I'd like to make an offer to my…
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Executor refusing to distribute estate
Hi all, me again, and yes I'm still (coming up to 12 years) having issues with the executor/administrator of my mum's estate. Right, for those who don't know the background, from previous posts/treads, long story short (well, as short as I can make almost 12 years worth of troubles), the executor who was a solicitor (he's…
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LPAs questions
Have recently set up the 2 LPAs for my mum. Both me and my sister have our LPA attorney documents . I have set up a GOV.uk.one account and added both LPAs via the refs and keys . Can I access the LPAs via the GOV.UK one app . I have logged in and it is now asking me to prove identity ? via passport or DL . When I have done…
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Registering a IPDI trust. Advice appreciated.
HelloI'm looking for some guidance on registerring a trust. Father passed away Jan 24 leaving a IPDI trust allowing my mother to coninue living in their house that they owned as tennants in common. I'm getting close to the time I need to registerr the trust (2 years from death). Is this a relatively easy process to…
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Medical Negligence
Hi, I’m sorry if this is the wrong category? iIt was the closest I could find. I am looking for some advice as to whether this is medical negligence. My mum who had COPD was admitted to hospital with an infection. After several days she wasn’t improving and they intubated her but not in ICU they did it with her awake in…
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Joint Accounts and IHT
Does anyone know if a joint savings account between mother and daughter is valid in the context of IHT and the 7-year rule. i.e. if it's joint is it still a gift ?
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The next steps, how do I close a bank account after a death, and release the funds
The current account is with nationwide. Unfortunately there is no will, no property, no vehicle, no other assets. Just a current account, with less then £2000 and a small work place pension. The account belongs to my sons father, we did live together but we were separated but co parenting. A funeral needs to be paid for.…
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Free Will Month
My mum had just had a will drawn up under the Free Month for over 55s. Her assets are only bank accounts , no property or any other assets. The beneficiaries are myself, my sibling and seven grandchildren. All the grands to receive equal amount, my sibling to received a much larger amount, however I am to receive twice as…
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Equin*** Share transfer forms following probate
After my mother died (April 2023) I am still trying to sort our the estate. The last of which is shares. Does anyone have a clue about how to fill out their share transfer forms. They are, without doubt, the most confusing forms I have ever seen. For example, it says: Holder 1/Deceased Shareholder Your full name Your…
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Inheritance tax
My mums estate comes to 309,897 with no house to sell . She has no debts but on the gov website it says her assets in the estate are 619.794 . I don’t understand why we need to pay any tax as she is under the threshold
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Selling valuables before probate granted
Does anyone have experience of doing this? I know it's not advised, but I won't be able to market the house until the valuables are removed, and storing them elsewhere is not going to be possible. Thank you in advance for your thoughts and experiences.
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Bringing back body of deceased without using a firm
Can anyone please tell me if one can bring back the body of deceased relative from Europe. I gather that the body needs to be in a coffin that is lined with zinc and sealed if it goes by air, so does anyone know a supplier of these at a reasonable price? Their son has a huge MPV where seats come out, so wondering if him…
