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How to complain about the handling of probate
Hi We engaged a legal services company to handle the probate and administration of our parents estate. The handling of their estate was initially ok, perhaps a bit slow and a few basic mistakes made. For instance we believe probate forms were not submitted for over a year due to oversight on their behalf. The solicitor…
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IHT Query Regarding Property
Hi All I have a query regarding IHT. A family member recently lost her partner. They have combined assets of close of £1.5million (of which approx £1.2 million is the property value). Being married, all assets are now in the widows name. Her and her children would like to put something in place to minimise IHT however they…
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Form PA12 & PA1A Probate Application
Hello everyone, bit of advice please. According to intestate succession my father has recently been informed that he is the nearest living relative and therefore sole beneficiary to a small estate. This estate belongs to his Auntie, she died at the age of 103 with no living children, brothers or sisters. She unfortunately…
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Calculating IHT when two life interest trusts are involved
I am executor to my mother's will and currently have valued her free estate. She had a life interest in her husband's house which is now left to his descendants. I understand the total IHT bill will be split between her free estate and the trust proportionately and the NRB/RNRB will also be shared. Now I discover she had a…
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Declaration of Trust or a Restriction?
My father passed a few years ago and his share in his house passed to my stepmother. She has left the share in the property to me in her will. However, I have some concerns that for various reasons the house might be sold/transferred before I can inherit. I have received some conflicting advice about how best to protect my…
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Distribution or Gifts - items bequeathed in Will, but gifted before death ?
I'd appreciate some help with IHT & Probate position/value, and the application of deceased's Will: Background: To continue to fund my Mother's care home fees after two years residence, I needed to sell her bungalow and release the equity. I acted as appointed attorney through the existing F&PLPA. The property had not…
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How to protect my property being sold to pay care home fees if needed.
Hi I am looking at how to protect our hard earnt money from being taken by the government if as we get older we need to go into a care home. I have read to protect my childrens inheritance I can add them to our property as tenants in common - is this the best way to do this.
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Gift tax query
My brother very sadly passed away recently. Unfortunately he did not make a will and had no spouse or children. My elderly mother is therefore his next of kin. My mother said that any money she receives from my brother's estate which we estimate to be around £60/£70k, she would like to gift to my sister and I. My question…
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Probate/inheritance tax
Possibly been answered elsewhere...but I'm not good at navigating this site. So....a relative has died leaving about 400k in cash and shares, they also have a property. Obviously anything over 325k is subject to IHT. However we don't know when or if we want to sell the property. How will that work regarding IHT if the…
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Can’t locate wife’s late brothers daughter.
My wife has probate for her late mother’s estate house and saving, no will was written. Her brother passed away in 2016 and had two daughters, so the estate must be distributed to my wife, her sister and her brothers two daughters. We know the location of one of his daughters as they have kept in touch with the family.…
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Listed vs Unlisted S&S for Inheritance
I wasn't sure whether to put this here or on the investments forum. I am currently filling out the IHT400 probate form for my deceased mum, it asks if she has any listed stocks and shares or unlisted stocks and shares and control holdings. I don't know what these mean and google is not helping. She had a S&S ISA, a SIPP,…
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difficult residual beneficiary
Hello all, this is my second time posting about a difficult beneficiary that has been a nightmare to deal with, simply because no Will was left by the deceased, and the rules of intestacy have meant that they received a smaller portion than they felt entitled to. I am the estate administrator and sent out the final estate…
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PA1P form and NRB
after the checker tool told me that no IHT is due, I went straight to the PA1P form. It seems I have to enter the following: *gross value of the estate for IHT *net value of the estate for IHT *net qualifying value of the estate (=0) *gross value of the estate for probate *net value of the estate for probate I was…
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Capital gain of disposal of property
I’m just selling my fathers house having now obtained probate. He passed away last year. The probate value was £580k and the sale price will be £635k, so I believe CGT will be payable. The house remains in my fathers name and the estate is selling the property to distribute the funds. Does the estate have a CGT allowance…
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Can a UK citizen opt out of US witholding tax on Inheritance payment?
We have been left some money by a US relative who has sadly died. The US forms all ask us if we want US Federal and State tax witheld at source or not. Then warn about fines if we answer wrongly. We have been unable to find out what the rule is, as we are UK citizens. Anyone know, or know how we can find out? (We provide…
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Cheques from deceased person
Last year, a dying friend wrote a number of cheques for
several people not included in his Will. The majority of the cheques were not
banked and have been handed over to the executors. There is contention about
the status of the cheques. Some recipients believe they will receive the sum they
were gifted following grant of…
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CGT Question
Hi all, I've inherited half my mother's house. The other half is my half brothers and he still lives there and has an IPDT so he can stay as long as he wants (which is fine) He has no will, yes I've tried but it was a hard slog getting LPA and despite everything I have done/doing for him he seems to think I am only after…
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Question about gov.uk online probate service
My Mum died April 2020 interstate.My Dad did not apply for probabte as he said he didn't need toHe passed away December 2024 interstate. I have letters of administration for my father.I now need to apply for probate for my mother inorder to sell the family home and access a unit trust in my mthers name. There is no IHT to…
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C1 form Inventory Page 3 question
Hi, I have found previous posts a great help thanks and I am clear on a lot of the C1. One thing i'm not clear on however is as this is an excepted estate, do I need to add to the inventory any gift under threshold, or refund from the care home?
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Obtaining Crypto funds after the death of a loved one
Hi, I lost my partner New Years Day 2024, and he had an active Crypto account. I contacted Crypto last August who blocked my access to the account. They received all the relevant documentation, ie death cert, Proof of probate etc. In Jan this year they advised they had processed the request and would pay the sums, with no…
