Deaths, funerals & probate

Per the title. My aunt died, and all we've been able to find is a photocopy of a signed will, and a newer, but unsigned will. The photocopy leaves my sister and I £5k each, with the rest going to various charities. The newer will leaves my sister and I £20k each, again with the rest going to charity. The estate is worth…

Hi gang, Dealing with estate as executor. Under some pressure from beneficiaries for their inheritance. Everything with the estate is done and ready, there are just a couple of outstanding debts/liabilities to settle that could still take some months to work out, i.e. DWP for potential overpaid benefits. Aside from being…

Any recommendations of insurance companies offering reasonable buildings insurance on an unoccupied property? Thank you.

My FIL has recently moved from North to South UK and his will is kept with his solicitors up north. Should we look into getting this and keeping it or is it fine to leave it with the solicitors up there? Does the location of the will matter? We don't want to have to travel up north in the event that he passes away, but do…

I am looking at doing a Deed of Variation for an inheritance coming to me. Do I have to use the solicitors that are Executors of the will please or can I use my own choice of solicitors?

My Dad passed away recently. He was a hoarder for several years however family have been in and cleared what they physically can. We have contacted the council numerous times and are always told someone will be in touch, nearly 2 months later and still nothing. We have been told that the council may potentially go in and…

Good afternoon. My wife and I have finally decided to get a will sorted. We are in our mid 30s with two young children and have been meaning to do it for a few years now. Generally our finances are quite straight forward. We have a small amount of savings, a house with a mortgage and we want everything to end up with our…

Hi, My husband and I own our house tenancy in common. I would like to leave my half to our daughter upon my death. Will she have to change the Land Register and will it have to go through probate in order for her to change the details? Thank you.

Hi, hoping for some advice. My dad passed away in January this year and I applied for Probate at the start of February. It's a simple estate with just myself and 2 siblings named in the will. The only tricky part , was that my dad left a framed print to a friend who subsequently died 10 years ago. Because of this , my dad…

I recently lost a parent. I was all geared up to do all the probate paperwork myself (they had done it countless times, how hard could it be?), however everyone I mention this to looks at me funny and recommends a solicitor… I have already gathered all the financial details (car, house values etc) and notified all relevant…

I'm bombarded with adverts for My Estate Kit (www.myestatekit.co.uk). In theory it sounds good but has anyone actually used it? Scam checker reports website is new which is potential for a scam. Sorting and documenting everything "just in case" is something I need to do, with everything online and only accessible to me.

Hi Everyone, Long time lurker but had to create a new account to post. I normally get my answers from existing threads but need some help myself this time. I am the joint executor of my mother's estate who sadly passed away at home on her own (she lived 200 miles from me) in June 2022. As an autopsy was required there was…

About to complete will and POAs for health and wealth. I'm married and retired(58) with 14 year old daughter . House is worth £300,000. Have retirement/growth fund with Prudential which is performing well and worth £1.2 Million which I'm drawing down on per month . Looking at changes in inheritance tax next April 2027, If…

Hello everyone, I have just received the C1 Confirmation form back for my late mother's estate from the Sheriff Court, accompanied by a generic rejection letter. There is no specific guidance explaining why the form was knocked back.I understand this blanket rejection is quite common for estates handled without a…

It looks like my father in laws house will sell for £7k more than I entered on the IHT 400 form. There has also been a small income tax repayment paid to the estate since his death. Do I need to declare both these on Form C4 to update the form and pay the additional inheritance tax? Thank you

Can I just check my understanding of the IHT threshold? Married couple, joint tenants of main residence, she also owned another house in her name solely. They both have wills. His leaves everything to her or their children if she predeceases, hers leaves everything to him or their children if he predeceases except the…

Unfortunately my father passed away recently. He had a lifetime trust (set up in 2003) and we were both named on the bond it was linked to. He had a will, I am son and only beneficiary. Mum passed away in 2001. She did not have a will annd therefore he used part of her allowance to set up another trust (beneficiary trust)…

I have an inheritance arising from my parents’ estate, which is to be divided equally between my brother and me. My inheritance comprises a 50% share of our parents’ property and 50% of the residual estate (i.e. savings). I would like to vary my entitlement to the residual estate so that my share passes directly to my two…

Does anyone know which date is relevant for legal expenses insurance cover for a probate dispute? I have home insurance and have legal expenses insurance cover as part of the home insurance. I am an executor on the will of my late father. Someone who was not provided for in the will has put a claim against the will. The…

Hi All Me and the Mrs are knocking on so we wanted to sort our finances out so that all D/Ds were coming out of a joint account and would automatically continue after one of us carked. Having opened up a Starling account and laboriously transferred all D/Ds for this purpose we discovered that this wouldn't in fact happen…