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How to go about updating a will
My wife and I had our will drawn up by a solicitor in 2018, but we'd like to make a change - specifically regarding the guardianship of our children if we both die. Is that something that could be dealt with in a codicil, or does it mean a whole new will? My wife has also changed her surname since the original will was…
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Lodger died with almost no assets
My friend's brother has just died. He's a lodger in someone else's house. He didn't have much and I think his landlady has already picked over his stuff (she took his booze and cigarettes while he was still lying dead in his bed.) From what we've read, his rent might still be due. My question is this. How is she supposed…
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Probate delays and risk of losing property sale - any remedy?
Hi, we applied for probate for mum's estate (second death) in early August. In Sept they requested additional info which we submitted on Sept 26th. They won't give us any sort of insight into where it is in the process, whether there's an issue or what the general timeline is. This is a problem because Mum had actually put…
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Reporting a Simple Estate to HMRC
Hi all, I'm a rare poster as the answers I need are usually easy to find on here, but some extra clarification on this would put my mind at rest. Mum died last summer, and had let out her home whilst battling cancer. Probate's granted and as executor I'd like to tie in reporting the simple estate with the tax year end and…
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Do I have a valid complaint against pension provider?
Hi all - my FIL died suddenly Sept 2025 but thankfully had everything 'sorted out': all pension beneficiaries specified, wills, etc. My wife is executor, we have had probate etc However for some reason he had a very small pension pot (under £5k!) with Fidelity and the process has been long-winded. 16 page form to fill out,…
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Death of a father, married with young children and debts
Hello, I would be very grateful if anyone can offer any advice or
help to us following the sudden death of our brother-in-law. He passed away unexpectedly at the beginning of December at
the age of 38, he leaves behind his wife and three young children (4,10,14). There
is no Will in place. I am trying to help as much as I…
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LPA
I am assisting my Mother with writing her LPA. She wants myself and 2 siblings to be attorneys. Can siblings witness each others signatures ?
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Claiming deceased spouse IHT relief
Hi, I am trying to get my head around IHT especially any unused relief from my deceased wife (Nov 2021)She left everything to me, so no IHT relief used. I now read that I should have claimed her relief within 2 years of her death. My estate, currently possibly £700,000, will be left to my 2 sons. Will they have to pay IHT?…
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Deed of Variation
My father recently passed away.My sister and I are both executors to the will. We would both like to make a deed of variation to pass our entitlement to his cash to my niece and nephew (My sisters children). Can anybody point me in the direction of a form we could use to do this? Would we need 2 forms or just one?When we…
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Inform Land Registry of Death of Tenant in Common?
My father passed
away 6 years ago (just after the start of the pandemic). He and my mother owned their home as tenants
in common since 2016 – they severed the joint tenancy at that point; they had
mirror wills in place naming my sister and I as beneficiaries of his share. A solicitor handled all this for them. After…
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Codicil for a Will
I’d be grateful for advice. A friend, early seventies, made a will in 2000 or so, dividing her assets 50/50 between her two adult children. She remains happy with this Will. She wishes to add a small codicil, allowing 5% of her assets to go towards servicing the upkeep of an overseas property for a duration of 7 years,…
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Will solicitor insolvent - advice needed
Hi all, about 7-8 years ago, my partner & I (unmarried, with 2 teenage children), took out a Will using a small local firm of solicitors, who I now understand were specialising in mortgages, but included Will writing amongst their services. I have recently tried to contact them to possibly make some updates / changes, &…
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Where to get copy of historical Confirmation document in Scotland !
Trying to get copy of Confirmation for estate I was sole executor for in 2004. ( hard copies lost during 2 house moves ) The Civil Court in Livingston does not store them that far back and directed me to the NROS in Edinburgh which wasn’t sure if they had them. Be grateful for any insights, Cheers
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Council Tax on a second home after Probate
I'm aware that councils continue to allow 6 months after probate is granted free of council tax. The intention is that the property will be transferred to my name (my sister will take other assets), however, we would like to renovate the house whilst still living in our current property. I think i have read somewhere that…
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Keep discretionary will trust?
My father-in-law died in May this year, leaving my mother-in-law living in their home. Their estate is currently worth around £1.3 million, including the house, so probably some IHT to pay when my mother-in-law departs and at 92 and frail, that may be sooner rather than later. My brother-in-law hasn't yet started probate,…
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Inheritec?
Has anyone heard of this company?
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HM Land Registry - Witness & Verification of ID - Forms AP1, AS1, ID1
Finding the HM Land Registry forms very difficult to understand , having to navigate to different links on HMRC website to figure out how to complete various sections of the forms AP1, AS1, ID1. These forms are for the transfer of my deceased father's property to my sister and it should be straightforward as no third party…
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ISA and general investment account, CGT position
I'd be grateful for a sanity check as a friend is asking me for help as they have had conflicting advice from professionals. The deceased had investments in a stocks and shares ISA, along with investments in a general (non-ISA) account. AIUI as the death was within the last 3 years the investments in the ISA have continued…
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Latest on Interest Bearing Accounts for Executors
A simple search I've just done with Google quickly threw up one possibility offered by Cater Allen, who appear to offer Executors fixed term deposit accounts of varying fixed periods at reasonably competitive interest rates, so long as you are a "personal customer" and have a minimum of £5000 to deposit (plus a few other…
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Probate query for overseas shares
My father is a UK resident and like other people he has several small share holdings that are domiciled in Jersey and Guernsey in addition to his UK shares. All are held in a normal UK stocks & shares ISA with a UK broker. Would these holdings mean that, in the future, probate would need to be obtained in Jersey and…
