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Currency Calculations
When calculating foreign assets for IHT I wonder which online platform to take best and why there are discrepancies in the online converters: The IHT form recommends to convert “at the closing mid-point figure given in the ‘Pound Spot Forward against the Pound’ table shown in the financial pages of daily newspapers or on…
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Solicitors bad advice on Inheritance Tax
I'm unhappy that my Solicitor didn't give my family the best advice on my late fathers estate. Who can I go to to get some initial free legal advice to see if I've got a genuine complaint or not?
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Charities write up free wills
I know I know.You know but if you leave a small donation many charities will write up your will free of charge.I am in Manchester.The solicitor mentioned a figure and it went up come billing. Always email back your understanding of the full cost before you sign up and make sure its gross.Some omit the 15% vat and it comes…
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beneficiaries of will one wants to buy house
Hi just a bt confused and know MSE are so great for everything!! 1/ Mum died a while ago but her will left half the house she shared with our step-dad in trust for us two siblings. (no mortgage, under inheritance threshold) 2/Now step-dad has died and the will specifies of the remaining 50%: 80% is split between us two…
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What Actions required to update Land Registry post Deed of Probate
Hi, I would be grateful for directions/links or info re my next steps: Background - My mum and dad owned their bungalow as Tenants in Common and in their 2008 respective wills left their respective 50% share of bungalow to me, their only child - Mum passed away 2015, following successful probate (admin'd by myself due to…
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Unpaid income tax from deceased parent's rental properties
Hi My father died recently, owning a rental property. He had dementia, so during last year I gained power of attorney to manage his finances. When I did so, I realised his finances were completely disorganised. He kept no records and mainly operated in cash - and there was no record-keeping that I could find evidence of…
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IHT gift out of surplus income question
Actually it's more a question of what constitutes normal expenditure, I guess. Alongside making monthly gifts out of surplus income, a person has also saved money from surplus income over several years in a savings account. The person plans to used the savings to purchase a car and to have building improvement work (not…
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Inheritance tax query - Father deceased, Mother alive and IHT allowance
Hi everyone, Hope you are all well. My name is Thomas J. My father Henry J died in July 2017 and his last Will and Testament stated that all assets (financial/property etc) were to be transferred to my mother Suzanne J in entirety. Suzanne is still alive and is 88 years of age. Questions: 1) Upon Henry's death, was his NIL…
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Only getting half expected inheritance?
I am doing this on behalf of a friend. I'm in Scotland. His dad died 5 months ago, he's just just received the solicitors letter detailing the legal side including how much he will get. I assume this is the probate and it will be another 6 months from now when the estate is paid out? Secondly, he expected both his brother…
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Unhelpful solicitors
I have a strange situation. I was contacted by a company, they had been hired to find me, as my father had died and left no will, they were instructed by a firm of solicitors. I have made contact with the solicitors and they are just awful. They don't reply to emails, when I do make contact, they promise to write or email…
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Provision in will for vets bills?
Firstly apologies if this is in the wrong section, if someone knows of a better place to post this let me know. My elderly friend has asked me if I will look after her dog if she passes away before he does because she knows I love him to bits and she doesn't want him to end up in a dogs home or shelter. I am more than…
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Changing the 'disaster' scenario in a will. Codicil?
Last year me and DH made our wills (mirror wills) . It follows the rules if intestacy (first to each other, then 50/50 to our adult children, then their share to any children they may have or if not to each other) until it gets to the 'disaster scenario' Then we put 50% to go to our DIL (in effect DS share) and the other…
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Obtaining confirmation of death in Scotland without a will
I am trying to complete the admin required for conformation of death in Scotland without a will. I am at the stage where I need to apply for a bond of caution however, the insurance companies have told me that I have to do this through a solicitor and cannot apply for it myself. This is an unnecessary cost. Does anyone…
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NHS overpaid dead persons pension
Hi sorting father's affairs after his death and completing Tell it once. NHS overpaid his pension and want £109 back but his bank account is frozen. Thought I saw on here you don't need to pay if you informed them. Any help appreciated. Allso solicitor told us to send a standard letter to creditors that bills won't be paid…
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CGT
If a beneficiary (3 people) sells a deceased person's home, do they need to pay CGT?
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House insurance after probate before sale?
Hi Probate has been granted on my mum's estate. I notified the house insurers of the death and they kept the policy running. The policy has now expired, but because the land registry is still under my mums name and probate has been granted, they won't renew the policy. I've looked online and there seems to be insurance…
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Probate when married couple die in quick succession
Both of my parents have recently died and I am applying for probate. Father left everything to my mother (his wife) who died 32 days later. I am an only child and their will leaves everything to me. I have some questions about how to apply for probate in this scenario. Each parent has savings in their own name at a level…
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Probate granted. House repairs for sale. Brother idle.
Probate was recently granted for my mothers house and savings. I am the executor and also the beneficiary. My brother is also named as beneficiary and we both are equal on the will. I live near the house and my brother lives in the US. He wants to sell the house. He wants his 50/50 share and go back to America. I have been…
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Probate and reporting the value of an estate.
My wife passed away in April leaving everything to me in her will so all very simple. All monies were in joint accounts so they were all changed to a sole account very easily without probate. Today her Credit Union called to say that because the value is over £20000 I need to apply for probate before they release the…
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Intestate Estate - How to deal with property, savings, work benefits?
An adult daughter has recently died intestate, leaving behind parents (mum and dad 80's), one sibling and one live-in boyfriend of 8 years. There are no children and adult daughter was divorced from ex-husband (was a fairly short marriage of 5 years ish). There is a property, savings and a death in service lump sum of 4 x…