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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…
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Deed of Variation and form R185 to beneficiaries
Just wanting to get my head around the tax paid by the estate so I can pass on the relevant information to the beneficiaries. My two sons were due pecuniary legacies from their grandfather’s Will and received those. However I also used a Deed of Variation to divert some of my share as a residual beneficiary to my sons.…
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HMCTS incredibly slow service
I applied for a copy of a will for family history purposes on 1st Dec 25. The order page stated a 2-3 week turnaround but I expected it may take a little longer due to Christmas & New Year. As I hadn't recieved anything by 10th Jan, I contacted them and asked roughly how long it might take. Their response just said they…
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Income tax after death
Hi UPDATE: Rang HMRC 8am this morning, very helpful, appears to all be up to date. I've had a quick look but can't really find a definitive answer. My brother died in October '25 I completed the tell us once form and heard from HMRC that it would take approximately 8 weeks to sort the tax out. I've heard nothing, I would…
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Paying for Wake and Funeral
We are dealing with my recently deceased uncles estate etc.. He has a substantial bank balance and the bank have already said that they release funds for the funeral/wake/ flowers. My question is how do I go about paying for the above? Do we need to pay first and claim it back or are the bank just billed direct? Sorry if…
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Verifying Old Sun Life of Canada Policy – FCA Warning Confusion
Hi all, I’m one of the executors for a recently deceased relative and before he passed he told us about two life insurance policies listed as “Sun Life of Canada” with policy numbers and an 0845 contact number. When I searched the number online, the first result was an FCA page warning about an “unauthorised firm” using…
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Elderly mother left nothing in her late husband's will, estate left to 4 children from past marriage
Recommended English Family Law Solicitors required to contest the will of my elderly mother's late husband who has left the entire estate to his children who are from a previous marriage ---------- My elderly mother in her 70s is the surviving spouse of her late husband (my step father) who died a few months ago. Under the…
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Executor question: paying estate expenses before probate when accounts are frozen?
Hi everyone, I’m an executor of a relative’s estate in England and we’re at the very early stages (death certificate received, no probate application submitted yet). The will names a firm of solicitors as professional executors alongside family, and we are currently deciding whether to instruct them to handle the full…
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Income to the estate during admin period
I keep seeing posts here that all interest / income to the estate during the administration period is taxable with no personal allowance. Could someone please confirm ISA’s remain in the tax free wrapper for 3 years and 1 day or until executor cashes them in, whichever comes first, so do not need to be declared & no tax…
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Wills
If I die whilst unmarried, will everything automatically be left to my child, or do I need to make a will?
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Probate application - gross/net values clarification
Can I just clarify a point? When calculating the gross and net probate values as per How to work out the gross value for probate Work out the gross value of the estate for Inheritance Tax and then subtract the value of all of the following: - assets that were owned with someone else (‘joint assets’) and that are being…
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Opening a Separate Bank Account Before Probate – Executor Question
Hi all, I’m acting as one of the executors for my late grandfather’s estate and trying to get things set up properly from the start. Before probate is granted, is it possible (or sensible) to open a separate bank account purely to keep estate income and expenses separate from personal funds — even if it’s not a formal…
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Executor advice needed: Handling bonds and ISAs before probate is granted
Hi all, I’m acting as an executor for a relative’s estate and we’re currently gathering date-of-death valuations before applying for probate. The deceased held a couple of fixed-rate savings bonds and cash ISAs with a bank. The provider has asked whether we’d like to: Close them now and release the funds to the estate, or…
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US share holding on death - Etrade
I am the administrator of a fair number of shares which the deceased (a UK citizen, resided in the UK) received as part of her renumeration working for a US company. The US broker is Etrade. Etrade's website says that upon notification of death they will assign a case manager to guide executors through the process. No case…
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IHT Probate and excepted estates
I am hoping you can advise Mother passed away 2023 will left all to her husband. 300k house jointly owned and father also has 110k in normal bank account and 12k in shares. Gifts may be below allowances. We will have to go through 7 years statements and bank stubs to check. We had to use our Amazon for all needs and goods…
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Accessing bank funds and Cash ISA funds pre-probate.
I've just started acting as executor for a deceased relative who passed away recently. There will be an need to complete an IHT400, but it could take some time due to overseas property assets needing valuations etc..consequently I cannot yet apply for Grant of Probate. The deceased had savings spread around several…
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Assessed Income Period, Pension Credit, death and DWP
My mother passed away last year, had been receiving pension credit since 2006 - and had an Assessed Income Period at the time of her death. She received an inheritance in 2013 and we contacted the DWP by phone to let them know, but were told that this would not affect her pension credit because of the AIP, and that we…
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Father died with no will, mother died but cut me out
My father died in 2014 without a will. There was no discussion, my mother kept the house, assets etc. My mother then died 2 years ago and had made a will shortly before and cut me out. Watching Martin's programme last night, it seemed to hint that the lack of will of my father should have meant I inherited something? House…
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IHT form IHT403
Hi there, I am looking to keep a record of gifts to make it easier when I die and rather than doing my own excel spreadsheet, I thought I would use Page 7 of the IHT 403 form. I may be starting to become savvy on IHT but my IT skills are sadly lacking…. Is there a way to download the form (obtained from Gov.uk site)…
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House Valuation for Probate
Hi everyone, We’re in the process of dealing with probate and need to complete the inheritance tax forms. I just wanted to check — does the property valuation need to be carried out by a specific type of surveyor (e.g. RICS-qualified), or is it acceptable to use written valuations from local estate agents? There’s no…
