Deaths, funerals & probate

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…

Hello - I’d be grateful for any comments and advice you may have regarding the following situation with our probate ‘journey’. My father passed away in early 2024 leaving his estate comprising of a property rented out to a tenant (he no longer lived in it) and various funds. He nominated local solicitors as executors and…

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…

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…

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…

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…

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…

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…

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…

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…

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…

Can allowable executor expenses be taken out of the estate pre IHT if payable, hence reducing IHT?

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…

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…

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…

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…

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…

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…

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…

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…