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C1 Declaration box 2 address format
Hi, Newbie here, I've learned loads from this forum already. Thanks to all contributors. My question is whether the deceased and executor addresses should have their house number in words or numerals (which is how the Will addresses are stated)? If it's relevant the form will be submitted to the Falkirk office of The…
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More questions about gifts 🎁
When is a gift not a gift? If I go out to lunch regularly with a friend and we take it in turns to pay, is this a gift ? (From me to her / her to me) If I go out to lunch regularly (couple of times a month) with a family member as I enjoy eating out and don’t want to go alone, but she cannot afford it so I happily pay, is…
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Will Retrieval
Hi, My Father-in-Law passed away on Tuesday 17th Feb. He had a will prepared through Saga Legal Services. I understand that Saga legal Services have "merged" with Co-op legal services. However, I'm told the will "storage" is still managed by Saga. We are trying to retrieve the will, however no matter who we call, they…
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non-Mormon attending Mormon funeral
A colleague of my sister has died and sister would like to attend the funeral if it's not a private one. The colleague was Mormon and we don't have any other Mormon colleagues/friends/ family to advise. I was wondering if anyone here has personal experience and any tips for what to expect or things to consider, e.g. dress…
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Contentious Probate help needed
Good morning, complex case but I'll try and keep it short. My mum passed away in January no will, local council took over her finances due to my brother financially abusing her and coerced her into signing her pension out early. He stole tens of thousands of pounds and spent It on ridiculous things. All while living in my…
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IHT403 Form Gifts from Excess Income
. Level of detail for household Bills I have been giving my son the same amount of money every year for the past 5 years as a Gift from Excess income. I keep a spreadsheet with a column for each year and it replicates the layout of the IHT403 form. For Household bills I have a linked worksheet that I enter the regular…
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How do you manage bills for someone else?
I need to manage the bills for my mother, the payments will come through her account as normal but I will be negotating/managing contracts for Gas, Electric, Water, Broadband, Mobile Phone, Council Tax, TV Licensing etc So how do I do this formally so any queries and issues are managed by me but the use and payments are by…
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Newbie - sole exectutor of parent's complex(ish) estate
Hi all I have had a look through this really useful forum but am struggling to get things clear in my mind about what to do, when, and how… Background - my divorced parent sadly passed a few weeks ago - I am sole executor and have the original copy of will - the estate is well above the IHT threshold and largely comprised…
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Winding up estate HMRC chasing money but none left
My brother died 2 years ago and my sisters and I have been winding up his estate ( youngest sister is executor and we are helping with paperwork etc as she has no patience with it ) He was midst divorce although still legally married and he left his estate to his daughter There was a property with a large mortgage and the…
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Gifts and other transfers of value Schedule IHT403
tax do i put in information from bank ie what was payed to hmrc or what was owed to hmrc ie 2024/2025 tax was not payed till January 31 2026
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I was left half a house
My mam was always convinced she would die young and was worried my dad would remarry. She wanted to make sure that I (her only child) would receive her share of the house so when they bought it they had it registered so that they each owned a 50% share. My died nearly 5 years ago. In her will, she left me her money, her…
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Inheritance Tax Gifts and 7 year rule 2nd Death?
My wife and I have shared bank accounts. We have mirror wills leaving everything to each other. We have gifted money to our adult children. Hopefully we will both survive seven years making this question irrelevant. However, is there a way these gifts can be considered as joint, so that if one of us dies within the 7 seven…
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As Executor, am I personally liable to pay Council Tax on my late mam's property?
My late mam's estate is her bungalow there's no money. The bungalow has been for sale since July 2025, it's been reduced dramatically and is now at Auction but no bids as yet. After the 6 months exemption for Council Tax, as Executor, I received a Council Tax bill for the remainder of the Council Tax year, to end of March…
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Reasonable timeframe for release of funds from an Investment wrap account after probate?
Hi, would appreciate the view of any IFAs here on whether the delay we are experiencing is reasonable and normal. After a long wait we (my sister and I, co-executors) received probate for our mum's estate in February and quickly sent certificate and forms to mum's former IFA to send to the wrap account administrators (used…
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IHT - which forms? 400 and 205 or none?
it should be quite simple, but after speaking to incredibly rude and unsympathetic IHT helpline, I thought I would come to you. Mum died March 2025. dad died March 2026. They had mirror wills no property to sell just money which totals around £390,000. So the total threshold should be £650,000, so I think no IHT to pay. Do…
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It's done! Thank you!!!
Hello. It seems that my task as Will Executor has now come to an end—well, sort of. When the solicitors informed me that the admin of the estate was concluded, I cried! It's been quite a journey and not pleasant at all. It feels as if I've been to Hell and back! I'm still incredulous and keep thinking that there might be…
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Dealing with a property after death
Father passed away - property was paid off there is no mortgage. Property is registered in my father name. In the will everything passes to my mother. So what is the process to register the property into my mothers name. Or does it automatically become part of my mothers estate?
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IHT435
I am finalising my paperwork for submission to HMRC. My mother died in 2002. My father died in December 2025. He did not remarry. His will leaves everything to my sister and I split 50/50. I am in the process of claiming a transfer of the Residential Nil Rate Band from my mother for my father's estate. Her estate was less…
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Advice on Registering a house in a trust with HMRC
Hi All I was wondering if you could give me some advise on the best way to register a house in a trust with HMRC. I have got legal advice, but I seem to be getting some conflicting advice so want to make sure I know the score before I pay any money out. The background is my mother passed away in December 25, and left her…
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Putting house in trust - how to guide
I keep reading that it’s best to put your home asset in trust in order to protect finances for your children - can someone explain this process? What are the pros and cons and how do you go about it? What will it mean when the homeowner passes away? current situation is I have a home to pass on to my children - my will…
