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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…
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Lack of Capacity
Hi all, Hope ok to post here, not sure it's the right board but you were all so helpful before…………. As you may remember my half brother went into nursing home from hospital after some sort of breakdown. He owned half the house due to mother getting bad advise back in the 90's. Mother died Oct 24, Dad died Jan 23. Mother…
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Life interest trust deed of variation
Hello, I was given some very helpful advice on this forum when I started my application for probate for my late father, and probate has now been granted. He left his 50% of the property he owned with his Widow (my stepmother) in a life interest trust with her as the beneficiary, and which I will inherit eventually. The…
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C1 Confirmation Scotland - rejected Form C1 advice sought
This was submitted to the Sheriff Court but rejected. A codicil was completed in 2019 adding a Trustee company as additional executor, however they are dissolved and no longer trading. The court advised we needed a signed statement from a solicitor who was working at the practice. We believe this must be incorrect. Do we…
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How serious is it if I've made and error on the grant of probate application
My father passed away in 2024 and feeling relatively positive I completed the grant of probate application myself. I was the sole executor on his will. I'm just reviewing all the documents before i file them all away. and realised that i had incorrectly recorded his funeral costs. The funeral costs should be £6841 and i…
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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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Leaving 10% to charity in a Will
I know that if you do this, the IHT taxation rate is then reduced to 36% from 40%. But does this only apply to ‘cash’ assets, i.e. property is a separate thing, or is your whole estate (including the property) used as the figure from which you bequeath 10% to charity? When he died last year, my Mum inherited my Dads…
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Time to start hassling solicitor re Grant of Probate?
My mother passed away in December last year and I couldn't face applying for probate or handling the estate administration myself so handed everything over to her solicitor. Simple will with me being sole executor and beneficiary and her estate valued at £225K which includes her property and current & savings accounts. No…
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How long is probate taking for a simple estate at the moment?
My solicitor is just about to actually apply for probate after receiving my Mother's funeral cost details. All other documents sorted and a fairly simple estate of one property (owned outright) and one bank account. No other debts. I am the sole executor and beneficiary. Thanks in advance.
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New simple will needed
Stepmother in law made a will 2 years ago which would have split an estate of about £200k about 6 ways. Since then she has become terminally ill with maybe only a few months left. Her condition has required a considerable amount to be spent on her care to the point where she is close to the £23k when hopefully the council…
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Executor Expenses
Can allowable executor expenses be taken out of the estate pre IHT if payable, hence reducing IHT?
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Money, residential care costs and LPAs
So my parents were always very generous with their money towards their four children, of whom I am the eldest (especially my sister who's financial position has not been as comfortable as the rest of us e.g. they would buy and pay for the upkeep of her car, regularly help out with larger bills etc). For me, I have…
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Probate Timescales
As it seems to come up as a question from time to time I applied online and paid on Monday of this week. posted original Will Tuesday, tracking showed it was delivered Wednesday which was acknowledged by email on Thursday stating it would be reviewed. This morning got an email saying it was granted. Less than a week! All…
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Estate trust and will responsibilities
Hi, I am the trustee for my Mum's estate. She is still alive, but created a trust in 2011. She also has a will. It turns out the will is unsigned, as she never got it done, but I am conflicted about what my responsibilities are. My Mum has very limited mobility and has been diagnosed with Alzheimer's Dementia. She was…
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Coop Discretionary Trust and Probate service
Hi all, I'm wondering if anyone may have some advice for me. My father sadly passed away recently but, had updated his will this year. He's set up a discretionary trust for myself (and another beneficiary in case anything happened to me first) as I'm on ESA and PIP due to my own health issues. It seemed like a great idea…
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IHT411 accrued interest on gilts
I am filling out an IHT 411 in relation to a deceased relative's estate. That relative had various conventional gilts. I have seen the earlier thread on this subject but got rather confused! My impression before I read the IHT400 notes is that you would either include the gilt at the dirty price, or at the clean price and…
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Estate values not accepted on Probate Application
Applying for probate, we used the Gov UK form to calculate IHT (which came out at 0) and transcribed the figures for the net and gross values from the results into the probate application. We've now received a response to say that two of the figures are wrong "The net value for Probate is higher than the Net value of the…
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Quick question about when estate administration ends
I have had some great advice here so thought I'd ask a hopefully quick question. My dad died in Oct 2025, we are now at the closing parts of sorting everything out, we have 4 Grants and I send 3 out at a time to various providers, and then as they come back in I send them out again to others. So some providers have…
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Execs cant agree house price
Hi everyone, my Dad is an executor, along with his 2 brothers. The Property has been listed at 185 for 3 months, in that time it's only had a dozen views and one offer, of 160. Dad values it roughly at 155 to 160,so readily accepted the offer, the other 2 execs didn't. In the last week the 2 estate agents involved…
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Inheritance tax
Hi everyone can't seem to find an answer but I've been doing my mum's shopping for the last seven or eight years using my bank card then then I get to her house she gives it me back via bank transfer twice a week.As a heavy drinker and smoker this could mount up each week to around £200 to £300. My only evidence would be…
