Deaths, funerals & probate

Hi, would appreciate the view of any IFAs here on whether the delay we are experiencing is reasonable and normal. After a long wait we (my sister and I, co-executors) received probate for our mum's estate in February and quickly sent certificate and forms to mum's former IFA to send to the wrap account administrators (used…

it should be quite simple, but after speaking to incredibly rude and unsympathetic IHT helpline, I thought I would come to you. Mum died March 2025. dad died March 2026. They had mirror wills no property to sell just money which totals around £390,000. So the total threshold should be £650,000, so I think no IHT to pay. Do…

Hello. It seems that my task as Will Executor has now come to an end—well, sort of. When the solicitors informed me that the admin of the estate was concluded, I cried! It's been quite a journey and not pleasant at all. It feels as if I've been to Hell and back! I'm still incredulous and keep thinking that there might be…

Father passed away - property was paid off there is no mortgage. Property is registered in my father name. In the will everything passes to my mother. So what is the process to register the property into my mothers name. Or does it automatically become part of my mothers estate?

I am finalising my paperwork for submission to HMRC. My mother died in 2002. My father died in December 2025. He did not remarry. His will leaves everything to my sister and I split 50/50. I am in the process of claiming a transfer of the Residential Nil Rate Band from my mother for my father's estate. Her estate was less…

Hi All I was wondering if you could give me some advise on the best way to register a house in a trust with HMRC. I have got legal advice, but I seem to be getting some conflicting advice so want to make sure I know the score before I pay any money out. The background is my mother passed away in December 25, and left her…

I keep reading that it’s best to put your home asset in trust in order to protect finances for your children - can someone explain this process? What are the pros and cons and how do you go about it? What will it mean when the homeowner passes away? current situation is I have a home to pass on to my children - my will…

Hello. I have lived with my parents in their house in England for over 5 years, but they are planning on moving overseas permanently to live with my considerably richer sister and her husband. As I do not own my own house, they are transferring their mortgage-free house to me. However, they may not be able to move abroad…

My father has just died without making a will. He is married to my mother and I have one brother. His assets are; Marital home owned with mother as joint tenants - £225,000 (value of his half of house)Rental property owned in his sole name - £425,000Savings and cash in bank - £125,000TOTAL - £775,000 My questions are; As…

My Mother is an 80 year old widow, my father having passed away in 2018, leaving all his assets to Mum. She lives in the home we grew up in, in N. Ireland, probably valued ~ £220k She also owns a holiday home in Donegal, in the Republic, valued ~€250k She probably has £100k in savings So UK savings & asset might equal…

My brother and I looking for advice following the death of our dad 16.9.26 - he left his property in UK to me and my brother in a trust. My brother lives in the property and will continue to do so. I live in France. Given the complexity of the trust, my brother and I are in agreement that we would both much prefer to avoid…

Hello, Can someone please explain to me why Box 41 on the IHT400 "Calculations" form says Box 40 divided by 6 and not Box 40 x 40%? I spotted a typo on the main IHT400 form which HMRC have confirmed and so I am wondering whether this is also incorrect. Many thanks

Could you tell me what is the difference when filling in a LPA . It seems that it is cheaper doing it on the Gov Website. What would you recommend for and against. thanks

Hello I’m so annoyed. About 5 weeks ago, I sent the IHT400 form along with the various supporting forms to HMRC. I called today for an update only to find they have no record of the forms. I know they received them as i sent them Recorded Delivery and EDM signed for them. I’ve been told to wait 5 days to let them…

Good morning all,r. Really need help. I need to send back and eik to the court as my dad is now wanting to sell my late mothers house. I never added her share of the property onto the original confirmation because I did not know the value and my dad still livedthere. Now he wants to sell because im dealing with mums estate…

Over the past few years some of our friends have had a partner pass away, and they have relayed to us how difficult it has been to get things sorted out, especially on the banking and insurance side. And the number of death certificates that need to be purchased astonished us. Do you know if there is a lay-man’s guide as…

Slightly complicated situation. My daughter is autistic and in her 20s and still lives at home with me. I am her registered carer. It is likely she will live independently with outside support in the future but at present she does not want to live alone. She currently receives advanced daily living PIP and only works part…

I am currently preparing form C1 for my Mum’s estate as Executor. She has investments with Quilter (stocks & shares and investment bond). Quilter have provided me with a probate valuation (13 pages long) which details each asset no of units, unit price and asset value. Will it be acceptable to attach a copy of this to the…

Hello all, Grandad died and had his electricity and gas with BG. I am frightened to tell BG of my granddads death as the company may cut the utilities off. The house is currently empty and we have not done very much as yet. I called Thames Water, and they were brilliant, I know Grandad has Electricity, Gas and Homecare…

my wife and I are going to moving to a lodge in a residential park and have just done our wills and power of attorney but was told because we would not own the land of the lodge we could not get property protection, does anyone know away around this thanks