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IHT calculation question. Funeral costs paid directly by deceased's bank to Funeral Director.
I think the answer is obvious, but I would like to check this if anyone can help. I've worked through the online .Gov IHT/Probate calculator to establish that my late father's estate falls under the excepted category. As part of the calculation, there is a box to complete covering funeral expenses. My father's bank are…
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Living trusts prices
Just made a will, have a quote for a living trust inc POA. Is £5,400 + annual management fee excessive?
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No will and no blood relatives makes things difficult for in laws and friends.
Just a heads up to people that you really should have a simple will in place whatever your circumstances, but this is particularly important if you are an only child and have no surviving blood relatives. In that case without a will it becomes difficult for in-laws or friends to organize the funeral and the estate passes…
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C1 Scotland Inventory
I have done a Scottish C1 Confirmation submission but I'm encountering hurdles getting the format of the C1's inventory accurate and theres nothing online with which to compare. The Sheriff is knocking it back due to 'formatting' issues and HRMC, when questioned (given it's their form), tell me they can't help and I need…
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Is there a section for Funerals and related costs?
Title says it all, just wondering if there is a preferred section Is there a section for Funerals and related costs?
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C1 Confirmation help required
I am helping a friend with a C1 submission to Falkirk Sheriff Court. Confirmation is required by a bank. The estate is valued at circa £110,000, no heritable property. The court has rejected the initial C1. The deceased's home address was in the Strathclyde Sheriffdom and is shown in the Will. They passed away in the…
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Will queries
Hi, hoping for some guidance here regarding my mums will. 50% left to my brother 25% to me (daughter) 25% to granddaughter (11) Stated in the will no money should be left to her partner. She was still legally married to my dad but no mention of him. When she left my dad they sold houses and split money. She has roughly…
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Probate online search site issues
Hi, Has anyone seen anything about the maintenance to the probate search site? (When they think it will be back) It has just shown the 'Sorry, the service is unavailable' page for the last few days but no other info. Search probate records for documents and wills (England and Wales) I tried to Google for details but…
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Sell a house in trust before surviving spouse has deceased
Hi. My father 100% owned my parents house. He passed away 4 years ago and left it all to a trust for his children, with my mother allowed to live in it for as long as she wanted or needed. She has recently permanently moved in with my sibling as she is no longer able to live independently. She is happy for the house to be…
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Paying for Funeral
Hi, My cousin's brother has died. He was on PIP and Universal credit due to kidney problems. He has recently died. My cousin is not in receipt of benefits but doesn't have a lot of money. She has not spoken to her brother in 39 years following relationship breakdown. She has refused to pay for the funeral. What happens…
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Small Under declaration on Probate
Hi On filling out probate for my late Dad by mistake I under declared the amount is the bank by £50 will I have to let the probate office know.
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Capital Gains Tax on house
Hello all, just a quick question. I'm shortly having my dad's house valued for probate but it will likely need some money spending to get it into a sellable condition. If I put some money into repairs and it sells for more than the probate estimate can I offset the cost of the repairs against this? (I doubt it but worth…
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Help please with probate/ Letters of Administration claim
Hello ,I really hope someone may be able to help or advise with my situation .The basics facts are these -my father died in 2013 leaving no Will and his only asset being his house that he owned with my mother as joint tenants .As the house passed automatically to my mother there was no probate and the house was simply…
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Deed of variation
I recently received an inheritance from my mother which I would like to pass directly on to my two adult daughters. I know I can do this through a solicitor at a price, but wondered if it is safe to do it with a free downloaded form. I am a bit wary of putting all my details out there. It is a very simple estate with no…
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Inheritance tax
Hello, I am hoping someone can help. My dad passed away in 2017 and everything went to my mum, my mum sadly passed away last week 24/09/2025 and as an only child I inherit everything as per their wills. I had LPOA for my mum and was in the process of selling my mums house when she got sick. The sale was to pay care costs…
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House valuation for IHT400
It looks like my mother's estate may just tip over £650k (my father died earlier this year). If it does, I will need to fill out a IHT400. Tomorrow I have three estate agents coming round to value her house, but if I need to fill out IHT400 is this considered sufficient? I believe I'll be entitled to RNRB, and the IHT…
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Transferring inherited share of property into beneficiary’s name
My brother died a couple of years ago. He was mid divorce and had made a financial settlement with his wife but it was never completed as he died suddenly a few days later . Because of the settlement he had made his will leaving his estate to his only child ( a 20 year old daughter ) Part of that estate is the house valued…
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House valuation - Probate & inheritance tax
I'm dealing with an estate where the first spouse died 5 years ago and left everything to their partner, so I believe the estate has a £1m threshold. The value of the estate is ~ £640k, so there is plenty of headroom. But I'm struggling with the house valuation, and clearly want to avoid under valuing for IHT and then…
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Is this worth reporting?
My auntie (my mother’s first cousin) suffered a severe brain injury in a car
accident in 2023. Her husband (my uncle) was physically uninjured but died
shortly afterwards in late December 2023. They had no children, and I am her
closest relative. My auntie is now in a care home and lacks capacity. I live
200 miles away;…
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Inheritance of Pension funds
Adult children stand to inherit some funds from a deceased parents pension. Parent was over 75. My understanding is, The pension does not form part of the deceased estate for IHT. The children pay income tax on the funds recived at the corresponding tax rates. (These vary from 20%to 40%) Can the children avoid paying this…
