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Update and more help needed please. Executor issues.
I have updates to my original post and would be grateful for any help/insights please. Thank you. Ive left the original question and added the update at the bottom. My original question- A person dies and has named one of his children as executor of his will. The will divides the estate (property and cash) equally between…
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Sending forms to HMRC via Click & Drop
I can't send my IHT forms to HMRC's address via Royal Mail's Click & Drop online, as it won't accept the BX9 post code, and insists on a City being entered. After a bit of research I've found a link on HMRC that provides an address 'for…
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Appointing representatives for under-18 beneficiaries of a will
Any advice very welcome - thank you in advance. * My late Dad's will names 8 beneficiaries. * His 3 children, of which I am one - also executors * His 5 grandchildren, all U18 * His will does not name / specifiy trustees, for the 5 x under-18 beneficiaries * In order to distribute the estate, and put the grandchildren's…
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Anyone owed money from Empathy Funeral plan?
I am desperately trying to find out where my money has gone after Empathy Funeral plan went into administration. O'Haras LTD took over the insolvency, now I cant get hold of them. Jeremy Bennett is who I assume was the Director of O'Haras. I wont say too much about him but looks like theres problems with him.
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Wills
I'm thinking of paying in advance for my funeral What sort of criteria do I need to follow. I have a pack from Dignity, and a local funeral director which my family has always used.
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Wills and disasters
Morning all, my husband and I are in the process of doing our wills. We had our meeting and have been sent drafts. The drafts say that in the event of a distaster the assets will be split as per each estate yet we thought it would be split equally. I am not on the mortgage but have invested heavily into it and now I’m…
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Asset life protection with discretionary trust
My mum wants to do a trust and has been advised to take out the above Asset life protection with discretionary trust. She continues to live on her own in the property. We have been told we won’t face any fees or taxes or probate but now someone else says we will. Can anyone advise? thanks in advance.
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Estate income tax on interest
I am dealing with my late grandma's estate. There will be income tax on interest received since date of death. I'm just wondering whether the income tax should be applied to the tax year in which the monies are actually received/realised into the respective bank accounts or a more complex calculation is required as to the…
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When should solicitors advise that dealing with estate has fully completed?
We have been having a mare with the solicitors dealing with my mum's estate and I am currently generating a timeline so that we can register a complaint with the practice. I fully understand that as it is in Ireland, things may differ, but I would hope that the basic beginning and end line would pretty much follow English…
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Debts on death, minimal assets
Hi everyone. My dad passed last week after a very brief, five week battle with cancer. He has no savings or income other than his state pension. What he does have, is about 17k in credit card debt. We have contacted the creditors, many of whom are requesting the death cert, which is not yet issued. Newday at passing the…
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Executors' insurance
Paranoia or sensible?? Anyone ever done this? Cost? Thanks All
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Will trust
Hello Does anyone know what options there are for a right to reside will trust for a property that was Tenants in Common, when it comes to an end due to remarriage, which is a clause in the will? Should the beneficiaries update the title deed as the share of property is no longer in trust? are there any financial…
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Incompetent handling of estate by previous executor means 45% tax now due on private pension!
Hello all, im after some advise from yourselves in regards to a distressing turn of events. Long story short my partner's daughter is the sole beneficiary of her late father's estate. Originally his sister decided to take over & sort out the estate. I had misgivings as she seemed to take the matter very lightly, for…
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Should pensions be included in a Will?
Hi,Not sure if this is the best place to ask.We are in the process of updating our Wills, and with the proposed changes to bring pensions into scope for IHT in 2027, I am wondering if pensions (SIPP's) should therefore be included within a person's Will?Does anyone know if solicitor's are routinely including pensions in…
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Capital Gains Tax on Estates
Does anyone know if the individual CGT allowances of an estates beneficiaries can be combined to offset any CGT that may have arisen during the estates Administrtatiion period?
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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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Copy of will - IHT 400
Hi . I was just reading on a recent thread that the IHT office had questioned a copy of a will that wasn’t stapled and just loose leaf paper. I have photocopied my Dad’s will - should I staple it ?!
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Contact IHT 400
Hi folks . I’m due to go on a trip to Nepal for several weeks in July . I’ve submitted IHT 400 and all the schedules - If there are any queries from HMRC , does anyone have any experience of how they contact you ? My sister is co executor but has no clue as to how the IHT works . Do they write or phone and is it only the…
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LPA and Executors
My brother was my mother’s LPA and she registered two different executors one of which am I . we are trying to read her will but the LOA is refusing to provide us with any details of any records of the management of her funds and says her estate is zero. When he was LPA he had all her pension and benefits paid to himself…
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IHT400 & IHT418
Hello, I'm hoping someone can help. My mother died 7 months ago and her Will placed her half of her property in an IPDI trust. My father continued to live in the property until his death 5 weeks ago. The property now will be passed to me as their only inheritor. The property is worth well over £1M so IHT is an issue. Full…
