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8 years to finalise...
Im a residue beneficiary of my grandparents will. They both sadly passed in 2016 and only now the estate is being settled. After several requests of the will file and ongoing estate accounts, the main executor has not been forthcoming with information or communications and I have concerns over the accuracy of the estate…
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Co-op Legal Services – Probate Delays After Grant Issued – Anyone Else?
Hi everyone, Just wondering if anyone else is having/had major delays with Co-op Legal Services in handling probate? I’m both executor and beneficiary of my late nan’s estate, and Co-op Legal have been dealing with it. The Grant of Probate was issued on 13th March 2024, and they confirmed they received the copies in their…
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How to obtain a completed IHT205
Mum died back in 2001, and there is now an issue with a trust and an estate. I need to obtain the IHT205 that was submitted when she died (Dad is still alive). I'm going to sit on the phone to HMRC tomorrow morning, but I have no idea what to ask for. So an advice would be good as I've been told this can be a long drawn…
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Recovery of overpaid benefits from estate.
Hi, I am looking for some advice on DWP and recovery of overpaid benefits. I am the Executor of the estate of one of my relatives. They had around £60,000 in cash in bank accounts at the time they passed and also owned a property that they lived in worth around £200,000. Inheritance tax is not an issue. Since their passing…
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Solicitor dealing with probate has now asked for me to become executor.
Afternoon all, Some advice needed please. My solicitor has asked me to sign a Statement of Truth document. He explained that its needed for me to become an executor for the estate. The thing is that I don't want to become an executor. My brother and I were children when our Dad made the Will and he named a solicitor firm…
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Why no Class F exemption for council tax?
After mum passed, I informed the council and they said there would be a 6-month grace period during probate (which I've just applied for). Yesterday (4 weeks later) I received an email from them asking for the name/address of the executors for future correspondence. I gave mine and my sisters name, and mum's home address…
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Gifting to son, 7 year rule question
I hope you can help with some suggestions. We put money aside for university living expenses for our two sons. The elder went to university and used up his funds. These are now outside the 7 year rule. The younger hasn’t gone to university so we are gifting him his funds. The funds are in my name. My question is if I die…
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Executors' responsibilities
To what extent are executors duty bound to maintain a property in good order during the course of probate, even if probate has been ongoing for an extended period of time?
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Making a large gift and IHT implications?
I plan to leave my niece, £200K as a large gift while I'm still living.I'm aware of the 7-year taper relief rule affecting this should I die before 2032. Would this gift adversely affect me if I continued to make the £3K yearly tax-free gift allowance?... and would it leave me open to being taxed?
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Tax implications?
My mother recently died after being ill for a number of months and at one point we thought that a nursing home was the best option. She had £42K in Premium Bonds and about £7K in her current account, so it was decided to withdraw £20K from Premium Bonds and split money between my sister and I. What are the financial…
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Buying out an Interest in Possession Trust
Hi all, I am sure some will remember my situation. Mother died leaving her half of property to me but in IPDT for my brother that has no clause for ending expect my brothers death. If the property is sold my half has to be invested for his benefit. He is currently in a nursing home, self funding. I have LPA. In a previous…
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Probate - transfer of title
Hi I have had probate granted and looking to buy out sister who is co beneficiary I am aware of the forms required by the land registry but advice online suggests you go through a solicitor rather than do yourself Would that be best advice ? Seems a letter between myself and sister required between myself and sister to…
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Premium Bonds
My Husband died in November . Not an IHT family but we had made mirror wills leaving everything to each other with each other being the executor of each others wills and joint tenants in the property. The only reason I would need probate is to sort out the premium bonds. I wrote to the premium bonds people informing them…
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Premium Bonds and staying in the draw
Hi, Apologies if this has been asked before, I tried searching but couldn't find the question I am trying to ask. Last surviving parent has sadly just passed and has left ~£20k worth of Premium Bonds. Due to the size of the overall estate we will be applying for probate. The wording on the NS&I website seems a little…
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Internment of ashes. Advice
Hi all.. I'm wondering if anyone has any knowledge on the responsibilities of a cemetery with regard to the internment of ashes into the family grave plot. When my Mum passed away she requested to be cremated and her ashes placed in her family grave plot With a blessing by a catholic priest It has taken 4 months to…
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No IHT to pay, do I have to notify anyone?
My father recently passed away, I’ve registered the death, used
Just Tell Us Once to inform government departments. I’ve also notified his
private pension provider and they have confirmed his pension ends and there is no pay out to anyone because he has died. At the time of his passing, he owned no property and his money…
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Capital gains tax
This may fall under IHT or CGT. I own a house worth 220k with my sister. We inherited it in 2018 and it was worth 180k. We have rented it out since. If sold today, would we pay IHT or CGT?
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How long did it take?
How long does it take after the person died, to handing out the money?I am guessing a total of six months would be normal. To sell a £250k house and £50k, maybe there are delays with the council/government?
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family inheritance abroad issue
Hi A complicated story for opinions but trying to simplify. Father and wife lived abroad for 14 years. Wife died suddenly, they had mirror will made in that country and father inherited her estate. Father died 3 years later with no will recognised in the country. Estate therefore came under law of that country. Father and…
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What's my best option
Hi First time posting but I could really use some advice. Long story cut short but 13 years ago my father passed away and on going through his paperwork I found that a rogue solicitor had taken the deeds to the house under the pretence of registering with the Land registry. Of course he never did this and ran away to Italy…
