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C1 Confirmation - Help Please
Recently submitted confirmation application and it has come back with 1 post-it note on the first page saying “name of deceased differs to that of the will to c1”. the will has both the deceased maiden name and married name. The way it is written is first name and then “maiden name” or “married name”. I have filled out the…
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Looking for advice gift from work
My dad’s company received a key man life insurance policy after he passed away. They have said they’d like to give the family some money from this. I am looking to find out if there are any tax implications for this as it’s a gift, but not from his estate etc.
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My rights as a power reserved trustee
Hi everybody. Before i start can i say that i am trying to see a solicitor regarding my situation but i am struggling to get to see anyone for at least a couple of weeks so wondered if anybody on here would be able to help. My father died 2 years ago and left his share of the house in trust for my brother and myself. The…
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Do I really need a Executors Account
Hello, I am currently needing a bank account to put money into. My understanding is that you don't need an Executors Account, but to just keep money separate in a different current account? Some background: The estate is quite large at about 800K and there are four beneficiaries including myself and only one executor.…
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European passport based on parents
Hi... Looking for a bit of guidance. And not sure where to post Friend of mine had a Lithuanian mother and Austrian father. They fled to the UK in the war where they met. My friend was born in the UK and has a UK passport. He is starting to look into trying trace his parents and prove where they are from with the idea to…
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Avon Requesting Deceased Mothers Debt
Hello, I am new to this forum, although I have used MSE in the past for help with other matters. My mother died a few weeks ago and I am the executor, as her eldest son. I knew she had an Avon round, but I expected a letter from Phillips & Cohen associates requesting her estate to pay £200 for the balance on her Avon…
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C1 Confirmation - English will
Hi all, I got a lot of help here filling in the C1 for my mum but it's been rejected. It is an English will - I got a letter confirming it is valid from and English solicitor and he stamped the title page of the will where it has mum's name, but should this be on the actual first page where the writing starts and should he…
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One Property for Each of Two Beneficiaries, One Sold, One Transferred - Timing Differences Query
The Deceased's Will left their Main Residence to Beneficiary B1 and left a second home to another Beneficiary B2 who had lived in it for 10 years and will continue to live there going forward. The two beneficiaries will also split the residuary estate cash between them. A Letter of Wishes was attached to the Will which…
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How long to wait for HMRC?
My mother died in 2018. I was the executor. Her estate was large but not too complicated. I eventually got probate and all IHT was paid. She had had an accountant who prepared her tax returns and we checked that everything had been included. The estate was fully distributed, everything equally between me and my four…
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Credit card after death
Hi My father passed away recently and myself and my sister were executors and beneficiaries of his estate in the will. There was no probate and he had some shares .most of the shares he gave to us just before he died. The remaining shares were cashed in after her died and my sister and myself have the proceeds. He had one…
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ISA of deceased
Is it permissible to leave an ISA in the name of the deceased for the maximum period allowed of 3 years even if Probate is granted 1 year after death? (APS doesn’t apply) The sole beneficiary of the estate and ISA is happy to leave the ISA untouched to retain the benefit of any income / capital gain being free of tax.
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Should I accept an entreaty to be executor of a will?
I’ve been asked to be the executor of someone’s will, and I’m unsure whether to accept. I’m being asked because his only beneficiary lives abroad and there’s no family or suitable person available. I’m being approached as the most “utilitarian” option. The estate is likely to be complex: * It will exceed the IHT threshold.…
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Is a separate account necessary for sole beneficiary?
My husband died 4 weeks ago & I am only now trying to get my head around dealing with the financial side of things. He died intestate so I will apply for letters of administration and be the sole beneficiary. I have already used Tell us Once and the Death Notification Service which will start the ball rolling. When I dealt…
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Living in fathers house after his death
Hi all I am looking for advice whether i need probate My father passed in May and left a will My sister and myself were executors and beneficiaries The small amount of money he had in the bank was released by them and proceeds shared between myself and sister. Regarding his house, i have lived there also for 55 years and…
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help as an executor
my mum died and left a house to my sister and a house to myself.my sister wants the house left to her put into her name and the house left to me i am going to sell.Am i right in assuming that the legal costs to sell my house and for hers to be put in her name have to come out of the estate before the estate is finalized.i…
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Agreement to loan property (an instrument) for life?
Hi there Does anyone have any guidance/wording for an agreement to enable an item of property to be loaned and then revert to the owners? Situation is our stepfather has an item belonging to our late Mum (his partner) in his home. We are happy for him to keep it indefinitely, but upon him not being here any more, we would…
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Closing Bank Accounts for Deceased
I don't know where to post this but hope someone can help me. I am the executor of an aunts Will. She has no assets or property and only a little money in 2 bank accounts. I know I don't have to go through probate but I wonder how do I close her bank accounts. I think I have to send a death certificate and a copy of the…
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Italian Social Services
This will sound like a soap opera, but I will try to be brief. My father-in-law is an Italian citizen residing in Italy. He is 90 years old with a host of issues, mostly mental health related. Since my mother-in-law died last year, he has gone off the rails completely, so much so that the family from whom he rents an…
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IHT forms process?
situation: two executors/beneficiaries on second parent will. Paid for a legal advice session which confirmed all is straightforward, no trusts etc, eligible for 2 x RNRB. Now going DIY. Both executors/beneficiaries in agreement (happily) and other person happy for me to make it all happen. No charity bequests, straight…
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Checking if this counts as an excepted estate and just the PA1P is suffcient
I'm dealing with the probate for my late MIL who was the last survivor of the marriage When FIL died 2y ago everything passed to MIL MIL Will passes everthing to 2 decendants Current numbers are House value : 420K Cash value : 87k house contents: 2k - if that, just a guess funeral expenses : 2.6k - had a prepaid funeral,…
