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DIY Will - Omissions?
I don't have a Will. My situation is relatively straightforward, so I've attempted to do a DIY Will based of several templates I've seen. In short I want to: - Give everything to my wife (house, cash, investments, the lot) - If she's not around, give everything to my two kids, split evenly - Define who should be guardians…
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getting a caveat of probate removed
The estranged son of my uncle has lodged a caveat of probate against his father's will. They did not speak for 5 years before his death. He has been sent the will and letter of wishes, which clearly show his father's intentions. He is still a named beneficiary of a discretionary trust that is to be set up after probate to…
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Is there an IHT downside to selling a home if parent has moved into a care home?
My dad has just moved into a care home. His wife has already died and he inherited her share of their house. He has a house worth £600k and some savings of £150k. He doesn’t need to sell his home immediately to pay the care home fees as this can come out of his pensions but may as well as he won’t be going back to his home…
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Inherited property
If a person dies and leaves property in their will and the beneficiary wants to sell the house, is it necessary to get the name changed on the deeds before selling ?
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Who pays for repairs?
My father in law died in January. My husband worked with his father and his father owned the property where they worked. The property has been left to my husband but needs repairs to the roof. It was planned for these repairs to be done shortly. Who should pay for these? Surely the property is still owned by father in law…
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Transfer of property after death
I have inherited a property and just want to get the name changed on the deeds etc. All probate and inheritance tax is finalised (by me) I would have liked to have had a go at completing the AS1 and AP1 forms myself to save costs but it looks like I would still have to go to a solicitor for the ID verification checks. Is…
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Distributing deceased estate
Hello,My father recently passed, divorced with no will. I'm the eldest of three sons and being the closest living relative (and as agreed by my brothers) I have started to collect and distribute his estate.I setup a separate bank account to collect all estate assets and followed the guidelines on the .Gov website. I had no…
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Inheritance: Tenancy in Common and having to live with somebody you wouldn’t want to!
I have been friends with an elderly couple for about several years. Both had been married before with children from their previous
partnerships. They owned their home as Tenants in Common with the husband’s
disabled daughter living with them. A year ago, the husband died. His widow was not an executor
of his estate and has…
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Understanding net probate value
Having a go at diy probate. I have used the online calculator. Probate net value is £175,000.What does this means pl? House £350,000. I understand the NRB is £325,000. Also if he has given £25,000 gifts for past 7 yrs, does that mean he has got £325,000 unused NRB to pass to the surviving spouse. Thanks
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Grant of Confirmation - Airdrie Sheriff Court timelines to issue once granted
Does anyone know how long from taking payment to dispatching. Called Wednesday 27th to take payment and I opted to collect, advised they would call once ready but caller didn't know how long it took for printing, haven’t heard anything and don’t know if I should chase.
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Family Protection Trusts - why not?
These dangerous structures largely sold by unscrupulous FAs , frequently come up for discussion in this forum. Below is reporting on misselling of such 'trusts' but this time on a truly industrial scale by a Scottish firm of Solicitors -…
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IHT - on gifts & transferred spousal relief
The attached shows the IHT calculation for the following scenario as entered on the .Gov website: Husband & wife live in a house worth £400k (tenants in common ownership, each having a 50% share) Husband dies leaving the house and his other cash assets totalling £90k to his wife (£85k in his own sole bank account + £5k…
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Executor - how to 'oblige' parties to hand over info and items?
Hi. Not me, but a friend.She's the executor of a late-friend's estate. She's getting all the info together to apply for probate, but it's become clear that there are some folk who have had dealings with the deceased - loans, and suchlike - and others who have possessions that they took from the deceased's house that they…
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Property valuation for probate
EA valuation £350,000 to £375,000. A house nearby sold at £365,000 without garage only drive way. Mine has got a garage attached to the house. I was going to get three valuations but have been put off by one EA who did not turn and did not bother to ring. I am going with just one valuation, shall I declare the lower…
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Mothers IHT Threshold
I know the answer may not be simple, but wanted to get an idea on mother IHT liability. Her are the facts as I know them: Husband died 2002. I deed of variation put 50% of the house in to the 4 children. Tenants in Common arrangement. Land registry document states ownership as mother and 4 children. Mother has now passed…
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Personal indemnity insurance after death
My father, who was 88, recently passed away and i am the sole executor of the estate. He was a self-employed accountant who had been slowly winding down his clients over the last few years and stopped practising in 2023 (although i think he still did a couple of very small jobs in 2024). I believe we still need to have PI…
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CAP A5C FORM
Please can anyone help me complete this form. The probate has asked to complete this form and return it. my late father only left a house in his will to my mother since my mother has passed away (left no will) and then to me. Applied for probate after my mother's death. The probate received a clause that I'm the executor…
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Family executors unwilling to start probate
My step-dad passed away the back end of 2023 and in his will he named two of my step-siblings as executors in his estate. When he died one of my step-siblings told my mom that they were going to apply for probate. Believing this was true she has patiently waited for news and occasionally tried to stay in touch for updates.…
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To Trust or not.
HELP! I have read many threads on here but none really cover my question so please excuse me if I have missed something. Dad passed away around 21 months ago and his share of his and Mum's house went to my sister and I. So Mum owns 50%, My sister and I own 25% each. Various friends, including a retired Accountant have…
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Being mislead by stonemason?
Hi All, I would like a view on this matter. I contacted the stonemasons that crafted a cremation stone for my late father back in 2000s. I asked them for an estimate for retouching a few letters and adding a new inscription for my mother. The estimate that came back was for redoing all the last inscription (not asked for)…
