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Confirmation C1 returned - but no note of what errors are.
Hello. I’m trying to help with the confirmation process of a family member and thought I had nailed the C1 form! How wrong was I - returned today but with no info on what was wrong with the form. Is it advisable to upload images here - I’m not sure if it is the wording or the numbers which are incorrect. No IHT is due, and…
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Please help with dative petition
My mother died earlier this year i am the only person left in the family, She lived and died in Dundee and had no will the estate is around £50,500 the bank has already paid out for her funeral. can any guide me to create a dative petition please.
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Length of time Probate taking
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…
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How to value unlisted shares in estate
Hi all IHT400 completed and submitted for my late parent’s estate (sent forms early August, waiting to hear back from HMRC), fingers crossed for no sticky bits. Hoping they will allow grant on credit. I check my late parent’s Email once a week and this week there was a notification on payment of a small (<£20) dividend…
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Bank refusing joint account info to PR.
My brother died intestate and its me that's the closest living relative. When I asked his bank for IHT values of his accounts including a joint bank account held with his unmarried partner, they refused siting DPA. I pursued this and was eventually told the joint account was no longer in his name and would need probate…
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The Property/Savings Split in the IHT Nil Rate Band
So, I'm aware that the NRB for property is £350K and for other assets is £650K for the last spouse where the 1st spouse has not used their allowance on death. Every article I read talks of an allowance of £1M per couple. However, where there is an imbalance does the £1M allowance apply as a total, or are the 2 individual…
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Is it necessary to cancel restriction when adding trustees
instructed my solicitor in March to add two trustees, my adult children to my title deed. Have not heard anything and when I contact him this week. He told me he had submitted an application to remove a restriction, not sure what he meant by that as have already removed my deceased husband from the title deed. Although we…
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Advice for choosing pre paid funeral plan
This is something I really want to get done for myself and my partner. But I can't decide on which company to go with. All i want is a simple cremation , not bothered about people attending ( I'm a loner so don't have much friends or family) I don't like much fuss anyway. I've got ads coming up on my facebook feed for them…
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Capital Gains Tax on fathers estate
Good Evening Should be simple but why is this getting complicated. Father died Sept 2025. House valued at 475000 and sells for 485000 last week. Costs at this stage around 8000 pounds. Shares valued at death at 15000 and sell at 19000 in May. There are two executors. What tax do we owe and if we do how do we go about it.…
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Help with C1 Form
Hello, I am trying to obtain confirmation for my mum's estate, I am the sole executor, I have completed the C1 Form, it has been returned for the 2nd time, there is a wee cross on the left of the page, your can't see it on the image I have uploaded but they are next to the entries for a credit which is due back from OVO…
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PrePaid Probate Ltd
Hi, This is a 'heads up' for anyone who has a Probate Plan with PrePaid Probate Ltd, Manchester based. The owner of the Company passed away in October 2022 and the number to contact to implement your Plan has been disconnected. On hearing the news in 2023 I decided to cancel my Plan as per the terms and conditions and…
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Trust bank account best options
Hello everyone I am selling my deceased mother’s house as my stepfather has had to go in to a home. She left 100% to me but it’s in a trust letting him live there. The house is worth around £250k. I am the sole trustee and the trust was set up by her solicitor and they registered it with HMRC. Metro Bank is my choice to…
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Charity Donation In A Will
I'm currently executing a Will which at first glance looked pretty simple and have been granted probate. The Will leaves one gift to a charity and then the residue to be divided equally between some named people. The charity gift is very specific and gives the name, address and registered charity number. The issue I have…
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Money in personal account
My mother in law died in a care home quite suddenly, She was suffering from severe dementia and when she died we had just withdrawn her isa savings into a seperate personal account (in the name of POA that we use to pay her care costs. Usually we would move various pots around to manage cover care costs which wasn’t easy.…
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Is probate required?
Mirror life interest will. Father died. Mum is getting her affairs in order. Adding my name and my brother the title deed as trustees. Does she need to update her life interest will? Now her husband died? Trust has been registered. Can anybody confirm that, because her two children will be the surviving registered…
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Investing a legacy for a child
I’m the executor of a Will. The Will states that beneficiaries aren’t able to receive their legacy until they are 21 years. One of the beneficiaries is 13 years old. I need to invest a relatively small sum (less than £10k) for a number of years. I’d like the investment to be in the child’s name, not mine. I’ve looked…
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Loan to dying parent
my mother is dying (she’s been given 12 weeks and that was 6 weeks ago). She’s currently privately pays for care (24/7 plus 3 daily visits for pad change as she’s bed bound). She has qualified for CHC and is on the fast track awaiting personal health budget to be signed off (she wants her own private female carers known to…
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Will and Probate issues
Hi all, I have previously made posts about this but thought it best to start a new one as things are getting very confusing. MIL sadly passed away and left her will here are the main points: 1:Me and wife cared for her for 5 years and she gave us a 2 year right to stay 2:The will should have been handled by a local…
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Californian Family Trust Guidance
Hello! I have (or am about to) become the co-trustee/beneficiary of a Californian Family Trust. The Trust is "shared???" equally between my two siblings (dual US/British citizens and residents there since birth) and I (British Citizen, resident in the UK since birth). Now that our parents have passed we need to begin the…
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Difficult beneficiary
I’m non-professional executor for my late father’s estate. A sister, residuary beneficiary, has been particularly difficult with many requests for accounts, asking how decisions have been made, valuations for assets, wanting to know debts and has tax been paid etc. A bit of back history, sister wasn’t involved in dad’s…
