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Completing probate online
I have just sent FIL inheritance tax forms off and know I can’t apply for probate until I receive a code number from HMRC . Can I start the probate forms online and save them so that once I get the code I am all ready to apply. Thank you
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Determining end date for administration period - help needed...
I am in the midst of drafting a "informal arrangements" letter to HMRC for the tax due for a simple estate. I understand that the administration period started the day after my father passed away. However, I am struggling to work out what to specify as the end date of the administration period in the informal arrangements…
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Death in Service 18-25 Trust
I wonder if anyone could clarify this for me. My sister recently passed away and I am executor. Her will also appoints me as Trustee in respect of her estate with her 19 year old son inheriting a residual cash sum - I am the Trustee for that until he is aged 25 as per the Will. Thus as I understand it this creates an 18-25…
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Are wills valid if stapled in top left corner?
I have a will written by WSL will writing (paid £150) I think back in 2020. I have been really happy with their service. However today since its free writing month i called a local solicitor recommended by the charities linked to the offer Chase Morgan Solicitors179A Dudley Road, Wolverhampton, WV2 3DR to ask if my…
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Free and Cheap Wills discussion area
This thread is to discuss the Free and Cheap Wills guide Just click reply to discuss
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Grant of probate
Hi, My dad recently passed away and my mum and dad set up a life interest trust on their will. We recently had a letter from the solicitors to me and my sister regarding costs, we have found out that we can get a grant of probate through gov online which is a lot cheaper. They have quoted over £3000 for this and land…
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Moral issue
Hi I am an executor of a will that left all monies to four adult sons Unfortunately one son died just before the father . He has three sons Two with his first wife one is 19 one is 11 He was divorced and met a new partner who had a daughter aged 11 They lived as a couple but did not marry and had a son who is aged 1 now It…
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Inheritance Forms
Good morning My friend recently passed away and im dealing with his estate, we are at the final distribution stage and already have probate, theres no tax to pay and the estate sits at £280k. We have kept records of everything, theres no debt so all really straight forward As we have a will and probate, are there any other…
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Excepted estate and IHT - Probate Registry query
Dad died recently leaving all his assets to mum, his widow. His finances were simple, assets just being a share of the house, shares and cash. No international complications, trusts or anything like that. The value of the estate is c£700k. I have read all the guidance multiple times and as far as I can see, this is an…
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CGT worries
Hi...me again. I've completed the IHT400 forms and waiting for my code for Probate. The estate is well under the iht threshold with various allowances. I used a zoopla estimate for the house, the highest of the 3 it gave me. I now know this isn't a good idea but my dad's house is over 3 hours away, I work and what with…
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Aviva Life Insurance Policy
Hi, I have been dealing with the estate (less than £100k in total with no property to sell) of an elderly family friend. I have successfully applied for probate, successfully claimed & closed 2 life insurance policies from Sun Life, and closed & received his money from his bank accounts. But having trouble claiming a small…
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Free Wills Month (Life Interest Trust)
So Martin, we have great offers for standard wills but as society has evolved over recent years and the emegence of blended families, is there the appetite to do something specific for a life interest trust? My siuation is as follows and it's a little complicated: 3rd marriage - no clean break order from 2nd as she refused…
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C1 Confirmation in Scotland
I have completed the C1 document and the net estate is less than £300k and not liable for IHT. Q1. I have noted £8k of family cash gifts on the C1 in boxes 23, 24 and 25. (Boxes 9, 11, 15 plus inventory are all £8k less) Do I need to note an expanation / breakdown of the cash gifts on the C1 or any other document to…
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Letter of Administration for an old estate
I am asking this query on behalf of a friend. In brief, friend's mother died 22 years ago now. There is a potential civil claim that has emerged, and there is the possibility that friend's mother could be included in a group case in civil litigation. The solicitors representing my friend have stated that in the absence of…
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Discretionary Will trust - only asset a loan note
By way of background, my mother died in 2017 and left my sister’s share in a discretionary trust ,of which I am a trustee.Purpose of the trust was to safeguard the inheritance for my sister’s children or subsequent descendants after her second marriage. The trust is not registered and my question is whether it needs to be…
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C1 Form - Gifts within 7 years & property details
Hi, I'm filling in the C1 form, as the IHT forms were not relevant (excepted estate). However, I'm not sure where to mention a gift made within 7 years. If I don't write it in the inventory, do I add it at the end of the inventory under 'total estate in Scotland' or do I just add it to box 11 'Gross value of estate'? Also,…
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Probate with Lifetime Trust - DIYable?
Sadly my mum passed away in November and my dad last week. They had mirror wills which left the surviving spouse a lifetime trust and my brother and I as both executors and beneficiaries. They had several properties which are being split between us. There's no other trusts or significant assets and no other…
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Deed of Variation help please.
As mentioned in previous threads, my father passed away in November and everything passed to my mother as his surviving spouse. The estate was excepted from an IHT/Probate perspective. The total estate value is close to £1M and if house prices increase over the next few years and my mother does not pass away, then it is…
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Executor – do I need to notify all charities about stopped direct debits?
I’m helping administer a relative’s estate (England) and would appreciate some guidance. The deceased had a number of regular charitable donations set up by standing order and direct debit. We’ve informed the banks, the accounts are frozen, and payments have stopped. There’s a valid will in place and no mention of…
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Will I need to complete R185
I’ve been reading other threads about R185’s and beneficiaries being pushed over the tax threshold but I cannot find any instructions that show what income and when it must be put on a R185 form. Estate is ISA’s, a small interest account (less than £100 interest per year) sale of car and sale of house (sale in progress…
