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British Gas
My father in law died at the start of March, and we've been sorting out the estate. Most firms have been brilliant - understanding, helpful, considerate.... Then there is British Gas. Several calls. Several letters. Several rounds of incompetence. The last one has particularly annoyed me. While we've finally got the…
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Another Gross Value for IHT vs Probate Question...
Despite reading many of the current threads on this topic I am still unsure of the specifics that relate to my situation. My late mother owned a half share, with my father, in her home and also in a piece of land, both as tenants in common. Her other assets included cash and investments in her own name as well as the usual…
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Gifting from excess Income
morning all, My wife and I are in the fortunate position of having a modest amount of day-to-day surplus income and we’re looking at the possibility of gifting under the “excess income” rules. Although I’ve read forum posts and relevant HMRC on-line info (or at least tried to), I have some questions which I’ve been unable…
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Applying for nil rate band transfer retrospectively (after probate granted)
I applied for and was granted probate for my aunt on basis of excepted estate (i.e. under £325K) but later realised that the value was just over £325K (some investments/premium bonds I wasn't aware of). I didn't apply for nil rate band transfer for aunt's late husband at the time as didn't think it was needed (have copy of…
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Cheapest Way to Translate a French Inheritance Deed (Acte de Notoriété) for Probate Application?
Hello. I'm trying to mitigate costs after paying solicitor's fees plus the first instalment of an onerous IHT bill.In re section 6 of the PA1P soon to be sent off to HMCTS, I have to provide a copy of a French Acte de Notoriété (deed of heirship) as we are inheriting my French mother's UK estate. (She was a French domicile…
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What should I do - will ?
Hello everyone I’ve had a look and I’ll keep looking in the forum .
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AmiqusID
My solicitor has asked me to use this process to confirm my identity for confirmation (probate in England) to sell my late mother's house. I have already given proof of identity when I met the solicitor containing the same identification I would put into AniqusID. My question is, do I have to legally use this method for…
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Struggling to get medical records on deceased
Good evening, I am not very clued up in this area, have been doing some research online and am just even more confused, so I was wondering if anyone could kindly perhaps offer any knowledge or experience they have in dealing with this situation please. Long story short, my sister passed away last month. She was in hospital…
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Probate grant mistake (theirs)
Having come to use the grant of probate for the first time I realise they have put the wrong estate valuation figures. I put the exact amount as advised by IHT and they have moved the comma making millions rather than thousands.....what do I do ? I should have checked when I received it but never thought they would make…
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Inheritance Tax Forms 435 and 436
My Father in Law passed away in February 2025, leaving his house to his direct descendants, his son and daughter. His wife passed away in April 2016, am I right in thinking I have to submit 2 forms for IHT purposes. For him IHT435 and for his wife IHT436. Also are the amounts of unused residence nil rate band different?…
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IHT400 Needed?
I am dealing with probate for my late mother's estate and would appreciate confirmation, or otherwise, that I need to submit an IHT400. No IHT is due - most of the estate is passing to my father. My mother had approx. £324k in a managed ISA. Of the constituent funds roughly 1/3 are held in Ireland and Luxembourg. Are these…
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From one solicitor to another
Good morning All.I'm back! It's been a journey so far and not the most pleasant. After grant of probate was issued, I left solicitor firm No. 1 and switched to solicitor firm N.2 (the same probate solicitor who drew up B.'s Will). It was a difficult choice but I could not see myself carry on with such level of uncertainty…
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CGT - Principal Property Relief when a Life Interest Trust exists
Morning allHaving read several articles and forum posts, it would be really helpful if any fellow member(s) could confirm (or otherwise) my understanding of the following situation;Residential Property - Tenants in common 50/50. Husband/wife.Individual wills - Life interest Trust created in favour of the surviving…
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Reporting a Simple Estate to HMRC - Advice
Hi I am an executor of my fathers estate. The house is currently going through conveyancing, and I am preparing to close down the estate The estate fits into the definition of a simple estate as defined by gov.uk "Reporting on ‘simple’ estates Report tax owed in the administration period simply by writing to HMRC (known as…
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IHT404
My brother, a non-uk
domicile, passed away earlier this year. His spouse is also a non-uk
domicile. He held assets not
only in the UK but also the Isle of Man who will not release the
assets until they have a UK Grant of Probate (although in this case a Grant of Letters of Administration as there is no Will). Having been…
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Care home fees/property
I need to find out the legality of the 60 year old relative exemption on being forced to sell my Mum’s house to cover care fees. I don’t own any property. I am 60 years old. If I moved my family into my Mum’s property and moved her to a local bungalow or warden assisted flat which would be more appropriate and I paid for…
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Transferable nil rate band query
I would be grateful for some help with this please. My mother in law passed away on the 3rd Feb 2025 (1) We are applying via iht402 to use the TNRB from her first husband who died in 1977. We believe his whole estate passed to his widow but because it was so long ago we are not able to document this. (2) Her second husband…
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Advice regarding distribution of the estate
Thank you for taking the time to click on this. My father passed away a little over a year ago. He had just shy of £30k in his bank accounts. There is no property or larger material assets. After speaking to the banks we were told that they could transfer the money and it didn't need probate. The money was transferred to…
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Do you have to call in all loans owed to the deceased in probate?
Most of the guidance I have seen concerns debts owed by the deceased. This query concerns a debt owed to the deceased. He had loaned an acquaintance a considerable sum of money to start a business (documented if a bit casual). There is likely to be a bit of dispute as to how much is owed and when it should be paid. Does…
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Inheritance of Contents of a Deceased's Apartment
I am executor for my friend's estate which includes an apartment that has been specifically bequeathed to his wife. The will states ' I give Property - address and name of beneficiary'. However, the will does not specifically mention the contents of the property. There are three residual beneficiaries, the wife and the…
