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C1 Confirmation Form Help - Please
I’m looking for some help. My father recently passed and had a will. In the will he named my mum (pre-deceased), me and my sister as executors. My sister lives abroad and had not taken anything to do with any of this. I do not know how to fill out her address (unknown) and what to say in box 2 and 3. Box 2 (currently)…
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C1 Confirmation Form
I’m looking for some help. My grandfather recently passed and had a will. In the will he named my mum (pre-deceased), me and my sister as executors. My sister lives abroad and had not taken anything to do with any of this. I do not know how to fill out her address (unknown) and what to say in box 2 and 3. Box 2 (currently)…
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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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Deed of variation
Hi, We want to make a Deed of Variation to the Will in order to gift a sum of money from the residuary estate to a family member not named in the original Will. There will be no change to IHT or CGT position and both existing beneficiaries are happy to make the change. I have…
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Issues with online probate application
Finally, after weeks of waiting, a co-executor that I have named in an online probate application has now been contacted by HMCTS a day or so ago. However he was asked to make an application for probate himself, which he has done, but this now means we have both made an application for the same thing, whereas I thought he…
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IHT400 & HMRC Response Times
I'm having a big issue with the IHT process. I posted the forms first week of August via Tracked Delivery, it did not show delivered and a few weeks later HMRC still said they had not received it. So, I sent it again via Special Delivery as they suggested to do so - and have the same problem again. It's not shown as…
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Relatives have died intestate, probate dragging on.
Unfortunately I do not know how this all works so here goes. My uncle died intestate at the end of April 2024 so everything passed to my Aunty, then sadly she passed away at the end of October 2024 also intestate, she had Alzheimer's. I spoke with the solicitor, who was originally dealing with my Uncles estate and thought…
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Equiniti
Equiniti couldn't be worse if they tried! Having advised the death and sent the grant of probate we then instructed them to sell 3 different share holdings: Company A - worth about £500 Company B - worth about £1500 Company C - worth about £9000 We completed the sale form (single form for all three holdings) after finding…
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Incorrect DOD property valuation mistake
Hi all, I've phoned the HMRC CGT tax office and spoken to the Probates court and am still stuck on what best to do. When my mum passed, 2 months ago, I stupidly used the valuation which the mortgage company had provided in a driveby valuation prior to death (unsure how "prior" to death it was). I thought it seemed…
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Leaving house in trust
Hi, we have two children and when my husband and I pass this will be left to them to share equally. We are in the process of buying a new house. Would it be beneficial at this stage to put this into a trust for them now to save any issues later or are we just better leaving it in mine and my husbands names and it will…
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DWP asking for weeks pension payment after death
My mum died in January and I have had a letter from the DWP asking for 1 weeks payment of pension that was paid after mum's death.I didn't notify the DWP of mum's death immediately as I was told this could be done with the tell us once service which I did as soon as I could but there was a delay in getting the relevant…
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Inclusion of inherited property and chattels in estate calculations
My mother died recently without a will. My father is the surviving partner. Their house was inherited by my father from his mother. My father and mother were already married and they moved in to the house 6 months after my father inherited it, selling their previous home. We have the deeds, the house does not appear on a…
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Inclusion of inherited property and chattels in estate calculations
My partners mother recently died without a will. We are preparing for probate (Letters of Administration) and IHT. The house in which they lived, and the father still does, was inherited from the fathers mother and never put in to joint name. We have the deeds but the property does not appear on a Land Registry search. As…
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Dreadful will service
Good afternoon, I am looking for any information to aid my decision making on whether to accept the current refund offered to me from a solicitors for a will service. Around January 2025, my husband had a phone call from our solicitors letting us know that when we married, our wills we got beforehand were now void (we…
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Online probate submission - documents to be sent
Hi, I have now completed the probate online. At the end it asked me for the cover sheet (done) plus the original will. This is just a panic from me. Do I need to send anything else such as a death certificate? thank you After the help on here I was very surprised how easy it was. thank you
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Lifetime donation to charity
If I donate, say £10000 to a charity, I understand that it will not be counted towards inheritance tax calculation and not affected by the 7 years rule. Does the amount need to be included in IHT400 at all?
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Power Reserved
Hi, I am currently completing probate online. There are 3 executors. One of them lives in Greece and does not want anything to do with the process although he does want his part of the inheritance which is split equally 3 ways. It is very difficult to contact him and we have no idea about his address. On the probate I can…
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Putting half a house in trust to avoid partner having to sell
My partner and I are married and recently starting looking at our wills. We own our property outright and and wish to prevent the situation where one of us may go into care and the other if left with a massive bill or be forced to sell our property. Just to be clear we have no objections to selling the property if only one…
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Inheritance tax when a beneficiary lives abroad
If there are three beneficiaries named in a will and one lives in Australia, will the two that live in the uk only pay tax on two thirds of the estate as the tax is not payable in Australia ? This would likely exonerate them from paying the tax as it would be a lesser amount.
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How To Find Out If Property Put Into A Trust?
My father is 92 and in a dementia care home. As well as owning the family home with my mother, he owns a shop with flat above in his own name that is rented out. Many years ago my father told some friends that the rental property had been put into a trust - though he never directly told me or my brother this information. I…
