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Deaths, funerals & probate

Get MoneySaving help at the time of bereavement - discuss wills, inheritance tax, estate planning and more.

Incorrect amount on Probate Certificate
I’m hoping someone can help. I lost my mother in December and I applied for probate online to deal with her 50% of the house that was put in trust. when I inputted the amounts of my mums estate it specifically asked not to include joint assets so me thinking the house was a joint asset I didn’t include it. Little did I…
Transferring ownership of inherited property - Advice please!
Hello everyone, This is the first time I have posted on this forum, but I would really appreciate any advice. I have just been granted Probate as the executor and sole beneficiary of my late mothers house. My father is still residing in the property and will be until the end of his days. My questions are: How do I transfer…
Inheritance tax and Trust question.
86-year-old single (divorced) parent in good health, no current signs of needing any sort of care. For the avoidance of doubt this is absolutely not a question about avoiding paying care fees in the future. Complicated by the fact that I don’t know what parents assets are. House worth maybe 300 to 350 K. Pension and…
Is formal house valuation required for probate?
I am the executor of my father-in-laws will. It is a fairly straight-forward estate with only being some cash in the bank and a terraced property. The value of the estate is well below the IHT value for tax and hence I am looking to apply for the grant of probate myself rather than go through solicitors. As he was widowed…
NS&I trust account
As Executor to my elderly father, I am trying to plan for the moment IHT has to be paid but probate has not been granted. I had thought there was some way of setting up a “trust” account with NSI which doesn’t count towards estate valuation for IHT and also can be used for the IHT payment. But I cannot now find this. Or is…
Online probate application
Do I have to provide photo identification if applying for probate online ?
How to claim unused NRB on second date?
If there was no probate on first death how do you claim that person unused NRB? When filling the IHT forms, there is a question do you want to claim unused NRB? With no probate and IHT forms completed there are no records of the late person assets? Does this question make sense? It’s doing my head in whether to apply for…
Using estate funds to sell a property - conflicting advice
I took some legal advice from a solicitor and they have stated that under the Administration of Estates Act 1925, the executer can sell a property and use funds of the estate to sell the property - estate agent fees etc. This is contradictory to advice received on this board. I understand that advice on here is not…
What is visible when people request copies of wills/probate from the Probate office
Hello, I’ve just sent off my probate application as executor for my friend. In doing so it mentions that the will will become a public document and retained by the office. What does that mean in terms of the information freely available to people? I’m conscious that my address is on the will and the information I put in…
I live in my parents 2nd property, will I have to leave?
I live in a house that belongs to my foster mum but is not her main residence. I dont pay rent or have a tenancy agreement. If she dies will the house I live in count towards inheritance tax? Both houses together would be worth more than 500k
Insolvent Estate, in what order do I pay creditors?
Hi, I lost my Dad just before Christmas, three weeks later my mum also passed away. As an only child I am dealing with their estate. Please can anyone advise on the following? They were both living in Norfolk U.K. They're estate value is £19,232 made up of bank savings. No shares or property. My mum for the last two years…
Value of Estate for Inheritance Tax AND Probate - What's the difference?
HMCTS require more information, following my online application for probate back in September 2023. The probate is for my late mother and I believe her estate would be classed as an Excepted Estate. My father pre-deceased her twenty years ago and everything went to my mother. The gross value of the estate (property and…
Power of Attorney in NI
Hi - having read Martin's recent article re POA and how you could apply for it online (much cheaper) - it would seem that its not possible to do this in Northern Ireland. Could someone confirm this is the case please - maybe I just can't find it :) # Thanks
Tax due on interest accrued on a deceased person's savings account
Following my Mum passing away and the completion of the probate process, I received a letter from my Mum’s bank last April, saying that they were going to pay me the interest which had accrued on Mum’s savings after her passing, and that I was responsible for declaring that to HMRC for tax purposes. I wrote to HMRC with…
Tracing missing relative
A friend in Australia has asked if I can help regarding an elderly aunt who he hasn't received a Christmas card from. All he has is her name and an address in Welwyn and no other contact details. On checking Rightmove I can see that her house was sold last November so it's possible she has gone into care or may have died.…
Moved: Not able to access HMRC online services
This discussion has been moved.
Length of time active for access code for government gateway to HMRC online
I have a government gateway user id and a password to get onto HMRC online services, but the system then comes up with ( and it might do it every time ? ) :- How do you want to get access codes? Text messageGet codes sent to a mobile phone.Voice callGet codes by automated message to a UK mobile or landline.Authenticator…
Will has been destroyed.
Hi.I don't have the full details of the situation yet, but I understand that if an author tears up their latest Will, they then become intestate. Ie, it doesn't revert back to the previous Will? Is that correct?What if there is some evidence - diary entries etc - that the author's intention was to simply remove the latest…
Adding names of trustees in a will trust
If the surviving spouse in a will trust adds the name of two trustees who are also beneficiaries, is it a conveyancer solicitor services that are required? On death of the surviving spouse, will,probate be required to remove death spouse name and as the two trustees are already on the register , does it need to be amended…
selling shares as POA
I am trying to find if my mum still has shares in LLoyds/TSB as my brother and I are trying to sort her finances as POA,s. I have a very old certificate from TSB in my dads name(he died 25yrs ago) and correspondence from LLoyds about voting in the AGM up to 2015 and then nothing else and no new certificate. She has…

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Deaths, funerals & probate

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