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What are the probate solicitors' obligations to benefactors?
My mother died in early June this year. Her will left
everything to me and my brother and specified a local firm of solicitors as her
executor. Her estate comprises a house worth about £600,000, a few thousand
pounds in savings, and that’s about it – no shares, no insurance policies that
we’re aware of, and no debts. I’ve…
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Probate and a RESIDENTIAL park home (not a caravan)
Hi all I'm valuing my late father's estate for probate. He, like many retirees bought a park home on a residential park, not a holiday park (important distinction) and pays a ground rent to the park owners. Because of it's relatively low value, it's considered a chattel (an asset), not a conventional property. I'm guessing…
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Giving money gifts with LPA
My FIL has dementia and is in a care home, my husband and sister-in- law have just sold his house which will pay for the care. They have LPA. The house is well under IHT, proceeds are £265k with not much other savings. They want to gift some money from the proceeds to the grandchildren, as there may not be much more…
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Probate RNRB query
Hello, I was wondering if anyone could help. I’m applying for probate for my Mum. She died in 2023. The only asset we need to sort out is her half of a property, which she left to me and my 2 sisters (so direct descendants). My Dad is still alive and lives in the property still. Only issue is, my mum never lived there. She…
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Grandfathers SIPP and other trusts
Hello my grandad passed away two years , my nan is in a care home with end stage Parkinson’s she is 85, they recently sold the house after two years on the market , the will states my nans life time tennant and her my aunty and my mom are trustees , Iv spoken to my mom and asked her if she has seen the trust deeds as…
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C1(2002) Grant of Confirmation - sole (executor & beneficiary) have (will & survivor clause)
I'm wondering if anyone help me to fill in the C1 form, please ? I am a sole executor, sole beneficiary. I have will and survivor clause. My husband had no siblings. We have no children. Bank asked me to obtain Grant of Confirmation to release my late husband's fund. I filled the documents referred to Notes to help you…
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Any comments about EstateResearch company
I've just been contacted by a company called EstateResearch about a possible inheritance. Does anyone have any experience and comments about them? I've followed up with the local hospital and my relative has died intestate and I plan to call a local family lawyer tomorrow to help me with the estate and get things going for…
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Communications mast application on deceased land
Not sure if the is the correct area but here goes. so we received a letter addressed to the personal representative of the deceased family member. It was had delivered and signed for giving us 28 days to respond. The letter was from a company representing a communications company and they are applying for first tier…
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Scottish flat sold to self-dealing executor with water damage and insurance claim payout
A week before he dies A suffers water damage to the bathroom roof in his flat in Scotland. Thanks to the Xmas period intervening and that it’s an Artex ceiling the source of the leak couldn't be established and repaired by the insurance company for several weeks. In the meantime the water was wending its way across the…
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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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Filling out an IHT400, IHT409 Pensions & Deed of variation. Confused !!
Hi everyone. I am currently filling out probate and IHT forms for my late dads estate. A few queries have cropped up and wondering if anyone would offer help/advice * On the IHT it asks questions around the persons pension. My dad was still working and died “in service” as a member of police staff. I believe that as he…
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Relative in care home
Hoping someone can help, this is a subject that I have no knowledge of. My 79 year old brother has severe dementia and is in a care home. His wife has been taking care of everything. Sadly she had a stroke recently and died a few days later. My brothers social worker has contacted me to ask if I want to have POA, I think…
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Proceeds of a will vs gifts for future IHT
Hi everyone, I need some assistance and can't quite think how to word the question, so here's the context: F-i-l has died quite suddenly, m-i-l is the sole beneficiary but my wife is the executor so everything goes 'through' her M-i-l is herself financially comfortable and has a couple of pensions + personal savings that…
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Moved: Wife death - Please help with where to begin...
This discussion has been moved.
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Nationwide nightmare with bereavement team and inaccurate figures and no support
Hey all My uncle has been having a really horrific time with the Nationwide and their bereavement and complaints team. His wife died earlier this year, all he wanted to do was to sort out accounts and, as she wanted, move her money into his name and accounts. My auntie didn't have a will, but as the amounts weren't big…
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Deed of variation after one half of married couple passes. Large estate £3 m
Just so that I am clear. My husband has a life limiting illness and will pass within the next 2-3 years. In 2027 his pension I know becomes part of his estate. We have mirror wills and will be inheirting everything from each other We are joint tenants btw. Our combined estate is nearly £3m including the house which is…
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Set up joint account with father ?
After my mother's death, I am one of 3 children, but the only one living with my father. I have been told the will (all money, assets) shall be split equally between us 3 children. My father suggested he should change his bank account. For us to be joint bank account holders - myself and him. So in event of his death, I…
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Probate when you only have "savings"
My mother has recently died and has left a will, of which I am a named Trustee. Apart from a few belongings of minimal value, having lived in a care home for over 7 years, she left money in a bank (current account and an ISA) and NS&I Premium Bonds, so practical terms only has savings. The bank released her funds after…
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DIY Estate Handling - My Recent Experience (England)
Not sure how helpful this will be or whether it belongs somewhere else, but if it helps even one person, it’s worth sharing. I sadly lost my mum earlier this year. The estate was fairly simple - a house, a few bank accounts, local government pension, routine household possessions, and no debts (including no mortgage). I…
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Protecting an elderly person's money when family access may have been misused
I’d really value hearing from anyone who’s been through something similar. I’m helping an elderly relative with dementia whose finances have become complicated. While she was abroad for a while, another family member had her bank card and access to one of her accounts. Looking back through statements, there now seem to be…
