-
Small estate query.
Hello, Dad died just over 2 weeks ago, and as his previous POA it was agreed in the family for myself to inform his bank and apply to distribute his money etc under the small estate policy they hold. Called the bank this afternoon for an update, to be told that someone else has also registered his death and applied to be…
-
Do I have to apply to be appointed as Executor Dative for my husband's estate?
Hi I am hoping someone can advise as I have had conflicting advice. My husband died intestate. Do I have to petition the court to be appointed as Executor Dative or, because his estate will all come to me, do I just have to submit the C1?
-
Working out house tenants in common share for inheritiance tax or probate.
HMRC's IHTM15082 says the share in a tenants in common house is proportional to the money they put in. So how do you figure out the deceaced share 40 years after purchase with no deeds as its registered at the land registry only showing Form A restriction wording.
-
Validating a Will after marriage/CP
Would appreciate some advice as i'm freaking out a bit. 2 years ago me and my partner got a mirror Will done each ( through WillAid) it was free with a small donation. Very simple Wills, we have no children. Since having that done ,we've got a civil partnership. Which will now cancel out the Wills. BTW the solicitor is one…
-
Succession act Scotland
Hi can anyone tell me why you are advised by deceased's lawyers to seek independent legal advice regarding entitlement to a share of a parents estate under the Succession Act in Scotland? Also, if sought, would there be charges for that legal advice and if so roughly how much? The inheritance is likely a small amount of…
-
Trust Wills
Good afternoon, Our circumstances have recently changed so we need to make a new will. It is my wife and I. We both have one (adult) child from a previous relationship. We have recently moved into a new property, which we own outright. Our previous property was in my name only. But this one is now in joint names. We are…
-
Probate issue
Hi Everyone, I’m hoping someone is able to offer some advice or suggestions regarding an issue we’re having regarding probate please. Our mum passed away in November of last yesr. We’ve been struggling to get probate approved but and don’t know where to get help. Our mum never had any English tutoring and only had a basic…
-
Obtaining a physical copy of the grant of probate
I instructed a solicitor to act for me in obtaining probate and house sell etc of my late mothers estate . Everything seems to be progressing as expected and an online search shows that probate has been granted and gives a number. Is that all the notification I will get or do I get an actual physical copy ( if this exists…
-
Probate has been granted.. Who do solicitors pay the sale proceeds to?
Mother in law passed away late last year. Older brother was appointed executor . He appointed mum's solicitors to complete probate. But not granted Executor status. Grant of probate has now been completed with no IHT payable. The house sale is due to complete in the next few weeks.. A different firm of solicitors are…
-
Probate time - Any chance in under a week?
South west of England. Just doing probate for my mums estate (A house worth 140k), NO savings, NO debt, NO bonds nothing. The house was left to me and my partner. The will was done through a solicitor. I filled out the forms today and sent them off (next day). What do you think the turn around will be before the court…
-
Executors Bank Account - where? ! How to deal with estate if cannot get this simple account.
Nightmare trying to open an Executors Bank Account, hardly any banks do them and/or make them so difficult to open that it becomes impossible. Barclays require both executors to attend in branch together; not possible if in different counties 500 miles apart. They have also closed branches in our local towns, meaning you'd…
-
Claiming tax rebate on a pension lump sum passed via an estate
When dealing with my late father's estate during the course of 2024, his pension provider informed me of two lump sums payable following his death. AIUI from their correspondence and the way the payments were issued they were treated as follows: (1) was subject to special lump sum tax (45%) and residue paid to the estate.…
-
Assent needed?
Hello. Would appreciate some advice please... Situation: mother died intestate, owned house (no mortgage outstanding). I want to purchase siblings half of the property. Do we need to assent the property into our names first and then again to transfer into my name? Is a separate solicitor/conveyancer required for me…
-
C1 confirmation application
Hi Buddy, I’ve just had C1 returned due to a number of issues with completion. I’ve attached photos of form & wondered if you could help me, have also included my covering letter. Many thanks (Images removed by Forum Team)
-
Will query
Sorry for the vague title but not sure how to meaningfully title it otherwise Parents are both well and living Their will is spilt equally between 3 children One child lives abroad, Terrible with money and fiscally irresponsible and will not do anything remotely admin wise. When the time comes for the will to be…
-
Edinburgh Grant of Confirmation
Huge thanks to @buddy9 for guiding me through the confirmation application. 9 weeks after submitting my C1 form to Edinburgh Sheriff Court, I received the call today telling me it was all correct and they took the payment from me. Just need to wait another 2-3 weeks for them to produce the documents and post them to me.…
-
Storing a Will with HMCTS - do I need to ring bind the Will ?
I have created a Will using Which… https://whichwills.which.co.uk/ I printed the Will on a laser printer (using standard paper) and its been signed by myself and two witnesses. I have also made a few copies to keep for myself. Now I want to store the original Will with HMCTS….…
-
Renouncing executorship
I value your help please. I have been made an executor of a will without my knowledge. I want nothing to do with the deceased person’s estate. There is a second executor listed should I not want to act, that cannot be traced. The will advises that I receive a fixed sum and the chattels. The solicitor who drew up the will…
-
Advice needed please
My Mum passed away in July 2025 and as it is now almost sorted legally and financially, I would like some independent advice. My sister and myself are joint executors and beneficiaries of my mum's Estate and I had a wonderful plan to keep the house and to renovate and to rent it out. It was my childhood home and the…
-
C1 making corrections on returned documents
I had my documents retunred by the Sheriff Court with a helpful list of things needing correcting. The main issue was that I had forgotten two items that should have been under moveable estate under Scotland and I added them at the end of the three page inventory under ADDENDUM but before the Summary. I added them there as…
