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Thank you
@buddy9.....I just wanted to update you and any others that see this....I was granted confirmation 1st time today from paisley sherrif court. This would not have happened without yourself and this group....when I get round to it I will upload a redacted version as a means to help others with a similar situation as mine.…
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Dividing up an estate property and cash.
Hi all I'm the executor dealing with my mum's estate. She had a house she owned outright and and cash/investments worth a bit more than the value of the house. There are two beneficiaries, myself and my sister, the will is a very straightforward 50/50 split between us. Probate has been granted, cash and investments called…
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Probate value and IHT
HI I am going through the process of starting probate calculation. I have used the Govt calculation sheet but I do not understand why the Gross estate value for IHT is different to the gross probate value? Also the value of the estate for IHT is @ 10k over the 325k threshold, but it says there is no IHT to pay? Any help or…
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Grant of Confirmation Scotland - Docquette signing
I have a fair idea of the wording having seen an example on here. My question is regarding the Place. For example the Sheriff Court will be Aberdeen, but where the C1 form will be signed will be at home. So will the working on the Docquette be Aberdeen - 25 March 25 or will it be where we live then the date? Hoping to hand…
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Will she lose her home. Executor (solicitor) not responding after 4 years
Can anyone please help me? My friend lost her husband 4 years ago. His mother died 2 days before him. Her mother in law and husband both had their solicitor as the executor. The executor isn't replying to any correspondence and she now has taken on a new solicitor but still they aren't getting anywhere. She isn't on the…
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Not sure how to answer these questions!
House worth approximately £400,000. He left his 50% share in a will trust for his children giving me a life interest and I will do the same. questions Assets held in trust. Is it 0% on first death. On second death (mine it will be £400,000. Unused allowance from spouse. Is it 0% or £325,000? Am confused as am the surviving…
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Money left to children
My father recently passed away. In his will it states that his estate is to be split equally between his grandchildren and this is to be held in trust until they reach 21 (currently 16, 14 and 11. Is this something I have to arrange or would the solicitor arrange it? If it is something I could do, any advice where to…
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HELP SOLICITOR LOST MY WIFES WILL- HOW DO i GET A PHOTO COPY ACCEPTED?
after 43 years the original solicitor David Lees and Co were bought out ,and the new firm deny all knowledge of my wife's will .I have a good photo copy, but how do i get it "approved" for the Probate Registry?
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Gifting from an inheritance
Hello, I'd be grateful for any thoughts/pointers on things to consider on the following. I am the sole beneficiary of a friend's will. He had an adult daughter that he is estranged from who he was adamant shouldn't receive anything. He did say though it was up to me if I decided to give her something. I am planning to give…
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Can a beneficiary be paid travel expenses from an estate?
Hi, I'm aware that an Executor can claim travel expenses from the estate but can a beneficiary be paid travel expenses too and if so under what conditions? Many thanks.
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Made a will or Thinking of making a will
I was oblivious to the important factors when we die, having made a will and leave an inheritance until I became a sole beneficiary. My sister had made me a co executor along with a solicitor to say this experience has been stressful is an understatement he has (sorry if this rude) milked the estate for every penny,…
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Probate? Do we need one for Father in Law death?
My father in law has just passed away, bless... my question is: he has a will that leaves everything to his wife (still alive), he has a couple of joint bank accounts with average savings in them, he has his own ISA with a few thousand in it. Do we need to go down the probate route? If so, can we do it ourselves?
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Probate
Hi all I'm looking for some advice on whether probate is required in the following situation; My father and mother bought a house in 1975 in which my father still lives(value 280k). Both my father and mother are named on the title deeds. 2009 my mother wrote her will stating that in the event of her death that her 50%…
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Excepted Estate Query - confirmation needed
I don't believe my mother's estate is excepted but would appreciate confirmation. Gross estate value for IHT is approx. £750k, net value is £150k. No IHT is due. The residual estate goes to my father but bequests have been made of approx. £95k. I assume, therefore, that this isn't an excepted estate since not all assets…
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Administration of Estate confusion
Hello, I'm finding the following clause in checking over my mothers will confusing: 3. My Executors may sell or convert any or all
of the remaining assets as they consider appropriate and then shall hold my
estate in trust on the following terms: My question is how can both "the Executors sell the remaining assets" as well…
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Probate/Inheritance Tax = another question
I and my sister have recently been granted probate with estate valued at £750000 We should be free of inheritance tax with 2 x £325000 plus 1 x £175000 I was under impression that probate would not be granted without say so from HMRC, is that right Listened to the Martin Lewis Show last week and they seemed to suggest need…
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HM Land Registry Policy in entering reference of Staircasing in Title Register
I had email from HMLR and said that it is not their policy to enter reference of staircasing in the title register and nor would be required. (Note: I have my 100% Mortgage Deed Copy) as I am became the sole Proprietor of the flat I bought from A2 Dominion. My previous solicitor applied for a charge AP1 as a Whole for…
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Seeking Bodies with whom to do "Due Diligence" regarding "Drafters of Wills!
Not quite in "God's Waiting Room" but one of my cousins (nearest relations) has offered to be my Executor. She is well acquainted with the procedure and is a retired Chartered Accountant herself. To this end she has been badgering me for both our sakes, to draw up a will. Her latest attempt is to put me in touch with a…
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Well, I think I finally found out what the delays were about
Hi, So last year I made a post as to why I couldn't figure out my the other inheritor's solicitor was dragging his feet, seemingly taking months to complete the simple task of filling out one form. See: https://forums.moneysavingexpert.com/discussion/6569125/is-the-3rd-year-anniversary-significant It turns out the other…
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Inheritance tax threshold; is main residence relief included if gifted prior to death
My parents gifted me their main home in 2020 and my mother passed away at the end of 2022 and my father passed away 2024. Aside from the main residence, the value of their savings and investments is about 700k. From reading up on this, they each with have an IHT threshold of 325k which can be combined, and this can…
