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Applying for probate with form PA15 Renunciation
Hello, I would be grateful if anyone could help explain when we need to do given the following: An elderly relative has recently died The sole executor is very elderly and does not want to be the executor. My husband and I have been managing everything so far (funeral etc, paying for things), but we now need to apply for…
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NS&I premium bonds reply after bereavement
Anyone know how long NS&I are taking to respond to online form filling for a bereavement. I did this eight weeks ago and have heard absolutely nothing. Not even an acknowledgement. In a panic after getting no acknowledgement I phoned up a few days after doing the online bit and spoke to someone who said they did not send…
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CGT on chattels
As executors, we did all the right things including getting a professional valuer for the house contents, came out under £2k as I gather it always does. then we started selling things…to be fair, the valuer a) didn't look in the cupboards and the attic so didn't spot a lot of small items and b) would not have expected me…
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Probate/Selling House/Council Tax
I just thought I would vent a bit as when we wanted to market deceased parents house the EA would not market it until Probate had been granted. Probate only took a week and we thought great at the time but in the current selling climate with buyers further down chain dropping out right before exchange we are now having to…
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Grant of Confirmation
Hi, I’m trying to fill in the form for Grant of Confirmation for my dad’s estate (C1). I’m trying to do this on my own without a solicitor. I think I understand the main issues, it should be such a simple situation, but what exactly to put on the form is driving me crazy :mad:. Would be grateful if anyone could help.…
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Forms needed to change the property register
After having sorted the Probate and DOV out I am now looking at sorting the Land Registry paperwork out. I know it doesn’t need to be done straight away and I was going to leave it for now but my Mother wants me to get it sorted. The property is held in equal shares as tenants in common between my Mother, Father and…
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Paper probate
We had to apply for probate as a paper PA1P due to a change in executors, the named solicitors agreed to renounce in favour of some of us beneficiaries. We sent the paperwork and additional items as requested, including the deed of renunciation, death certificate and will etc. A few weeks after that, we received the…
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Best ways of checking for bankruptcy
Hi all. I'm an executor for my wife's aunties estate and we are approaching the stage of distributing the proceeds to the beneficiaries. Several of the beneficiaries are not that well known to me, and I'd like to check them for bankruptcy. From my research it appears that there are three different ways of doing this - on…
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Bills after death
I have quite a few things to sort out but my immediate one is this. I share a home with my disabled daughter, who gets UC with the disability top up. All household bills go out of my bank account. I cannot put my daughter in a joint acc with me as it might look like she earns as I work full time. Some of her disability is…
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Estranged executor
My mum died in 2021, and most of her estate has been sorted out. We have become aware of a small number of shares she owned (BT), and I am beginning the process of selling them. We three children are beneficiaries of the estate, and all three of us are executors. The problem is that my brother is now sadly estranged from…
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Deed of variation after distribution and interest
I have distributed my dads estate and am now considering a deed of assignment to give part of my share to my son to avoid iht on my estate. The funds are in my bank account gaining interest. If I give part of the distribution to my son does anyone know what I do about the interest on that part?
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Theft by POA?
My great uncle has POA health and welfare and money for my grandmother. The money part is active as my gran cannot handle money at all. She doesn't have any concept of money, never has done and my grandfather used to handle all the money before he passed away. I've found out that my grandmother believes she has been making…
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Deed of Assignment - Reassure Bonds
Hi, We have been advised by my IFA to deal with my fathers Will Trust, of which my mother, sister and I are the Trustees and discretionary beneficiaries. The IFA has advised that we need to provide a Deed of Assigment to Reassure, who hold the bonds. There are two bonds in the Trust. My mother is the life assured but the…
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Gifting from an inheritance
Hello, I'd be grateful for any thoughts/pointers on things to consider on the following. I am the sole beneficiary of a friend's will. He had an adult daughter that he is estranged from who he was adamant shouldn't receive anything. He did say though it was up to me if I decided to give her something. I am planning to give…
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Confused on working out amount of interest to pay to HMRC in administration period
a family relative passed away in July 2025, I am the executor and sole beneficiary. After closing their Nationwide bank account in branch with my grant of probate in March 2026, I asked them that I wanted to know the interest gained between date of death up to today (March). They looked at me as if they didn't know what I…
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Inheritance tax
My wife as just died, and her will states that I inherit 50% of the property and her two sons inherit 25% each. They are my step sons. The property is valued at £300000. There is also about £100000 in savings, which is split as follows £45000 to me and £27500 each to the two sons. The two boys want to give me everything so…
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Discretionary Trust created by a will
Wonder if anyone had any thoughts on, where a will creates a discretionary trust upon death but where the trust beneficiary does not want the assets held in trust. Do you have to enact the trust by law?
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Solicitor's client account - interest
Hi all, I have a question on whether a legal firm should pay interest on funds held in their general/pooled client account? The Solicitor told me that they don't make any interest on their client account therefore there is no interest to pay me for the funds they are holding. I have never questioned his position on this,…
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inheritance tax threshold advice
need guidance on what my mothers inheritance tax threshold is is it £325k or £500k my mother is 84 she married in 1964 / my father left in 1969 but they never divorced my father died in 2011 - he had no money or property i looked after him financially my mother had a partner she lived with from 1972 he died in 2015 he had…
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Can you stop inherited property becoming part of divorce proceedings?
My grandparents are currently in the process of creating their wills. This is all in England. They own 7 properties (6 of which are rented out and 1 that they live in). The plan is to leave each of their three children two of the rented out properties and then their house will be split amongst the grandchildren. Mr grandad…
