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How is a trust handled in probate application?
My late friend's widow is considering completing a probate application herself, but is first assessing how straightforward this would be. A question arises on how to deal with the property valuation and how this is reported. A will trust is created upon the death of either partner and the trustees and beneficiaries are…
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Vested Interest
My 'common law' father-in-law died last year, I am an executor of his will. His beneficiaries were his two adult children (one Son, one Daughter), and each of these has 3 adult children each. The daughter died shortly after him. She had a common law partner. My father-in-law's Will states that her 'issue' will take their…
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Money Moral Dilemma: Should we leave more to our younger children in our wills?
This week's MoneySaver who wants advice asks... We've always treated our children equally. The older ones, now in their late 40s, were fortunate enough to go to university with generous grants and their fees paid for them, so they graduated with no debt and have now almost cleared their mortgages. It's much tougher for our…
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Distribution of assests
My fil passed away last year and as executor I've received probate and started contacting to receive his money from various please My question is about what happens then. There are some fixed amounts to pay first but remainder split 5 ways with one person receiving theirs at £50 a away. How exactly do I do that please?…
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Delayed refund of care home deposit
My mum died in December 2020. Her former care home retained the deposit until April 2025. I believe that they should pay statutory compound interest of 8% per annum on the deposit, as they have held it for a disproportionately long period of time. They say it was held in a non interest bearing account. I say that's their…
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Copy of probate and will
I paid to get a copy of probate and will on 11th April and I was hoping to have received something by now. Other than a copy of the receipt for £1.50, I've heard nothing. Is this unusual? The probate was granted over 20 years ago, but I would have thought it was still available. Any ideas anyone?
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Probate & IHT - I can do this!
Hello Everyone, Sadly, my mum passed away in October and I find myself in the position many of you have been in before. After reading the excellent advice across this forum, I think I can probably do the IHT and probate on my own. I spoke to the solicitors holding a copy of my mums will, they would like £14,500+VAT to…
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British Gas
My father in law died at the start of March, and we've been sorting out the estate. Most firms have been brilliant - understanding, helpful, considerate.... Then there is British Gas. Several calls. Several letters. Several rounds of incompetence. The last one has particularly annoyed me. While we've finally got the…
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Another Gross Value for IHT vs Probate Question...
Despite reading many of the current threads on this topic I am still unsure of the specifics that relate to my situation. My late mother owned a half share, with my father, in her home and also in a piece of land, both as tenants in common. Her other assets included cash and investments in her own name as well as the usual…
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Gifting from excess Income
morning all, My wife and I are in the fortunate position of having a modest amount of day-to-day surplus income and we’re looking at the possibility of gifting under the “excess income” rules. Although I’ve read forum posts and relevant HMRC on-line info (or at least tried to), I have some questions which I’ve been unable…
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Applying for nil rate band transfer retrospectively (after probate granted)
I applied for and was granted probate for my aunt on basis of excepted estate (i.e. under £325K) but later realised that the value was just over £325K (some investments/premium bonds I wasn't aware of). I didn't apply for nil rate band transfer for aunt's late husband at the time as didn't think it was needed (have copy of…
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Cheapest Way to Translate a French Inheritance Deed (Acte de Notoriété) for Probate Application?
Hello. I'm trying to mitigate costs after paying solicitor's fees plus the first instalment of an onerous IHT bill.In re section 6 of the PA1P soon to be sent off to HMCTS, I have to provide a copy of a French Acte de Notoriété (deed of heirship) as we are inheriting my French mother's UK estate. (She was a French domicile…
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What should I do - will ?
Hello everyone I’ve had a look and I’ll keep looking in the forum .
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AmiqusID
My solicitor has asked me to use this process to confirm my identity for confirmation (probate in England) to sell my late mother's house. I have already given proof of identity when I met the solicitor containing the same identification I would put into AniqusID. My question is, do I have to legally use this method for…
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Struggling to get medical records on deceased
Good evening, I am not very clued up in this area, have been doing some research online and am just even more confused, so I was wondering if anyone could kindly perhaps offer any knowledge or experience they have in dealing with this situation please. Long story short, my sister passed away last month. She was in hospital…
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Probate grant mistake (theirs)
Having come to use the grant of probate for the first time I realise they have put the wrong estate valuation figures. I put the exact amount as advised by IHT and they have moved the comma making millions rather than thousands.....what do I do ? I should have checked when I received it but never thought they would make…
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Inheritance Tax Forms 435 and 436
My Father in Law passed away in February 2025, leaving his house to his direct descendants, his son and daughter. His wife passed away in April 2016, am I right in thinking I have to submit 2 forms for IHT purposes. For him IHT435 and for his wife IHT436. Also are the amounts of unused residence nil rate band different?…
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IHT400 Needed?
I am dealing with probate for my late mother's estate and would appreciate confirmation, or otherwise, that I need to submit an IHT400. No IHT is due - most of the estate is passing to my father. My mother had approx. £324k in a managed ISA. Of the constituent funds roughly 1/3 are held in Ireland and Luxembourg. Are these…
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From one solicitor to another
Good morning All.I'm back! It's been a journey so far and not the most pleasant. After grant of probate was issued, I left solicitor firm No. 1 and switched to solicitor firm N.2 (the same probate solicitor who drew up B.'s Will). It was a difficult choice but I could not see myself carry on with such level of uncertainty…
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CGT - Principal Property Relief when a Life Interest Trust exists
Morning allHaving read several articles and forum posts, it would be really helpful if any fellow member(s) could confirm (or otherwise) my understanding of the following situation;Residential Property - Tenants in common 50/50. Husband/wife.Individual wills - Life interest Trust created in favour of the surviving…
