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Power of Attorney not registered before mum died but money still taken - help
Hi I'm at a loss with what to do next, we had just completed my mums power of attorney and paid the fee, when she died unexpectedly. The office of the pubic guardian have refused to refund the two POW payments, which were paid on Friday 28th Nov, even though my mum passed on Friday 5th Dec. Nowhere near enough time for…
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Amending probate value? House damaged during administration period before valuation
Hello, my first post here. I have not needed to post before because I have gained so much useful information from this forum during the two years since my Dad's death. Thank you to all those who have posted the information that has helped me navigate what needed to de done post death and to obtain probate (Letters of…
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Winding up of estate: retaining financial records
I executed my uncle's will almost three years ago. Since a fairly rapid probate, all minor debts and taxes have been long paid and the estate distributed. I have retained a pile of paperwork to do with my uncle's savings and investments plus valuations at the time of his death. How long ought I to wait before shredding…
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Date on WILL. It is a problem?
Just a quick question. Just storing out paperwork, will, getting ducks in a line, etc. Notice the date is a little wrong in terms of the extra 1 in front of the 13 because the pen didn't work first time, didn't think much of it, but now I do. It is worth doing this again, or will it not make a difference?
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Inheritance tax
If a property is worth £500,000 and will be left to 3 siblings would there be any inheritance tax to pay.
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Care Home Fees
My Mum has been in a nursing home for a number of years. The debt now outweighs her assets. Her flat has a charge so is being currently sold. My question is: How much money can be left in my Mum's estate, that the care home or local authority cannot touch? I have been given figures ranging from £23,000, £14,000 and Zero.…
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LPA, joint account, authorised user, or other method to help manage parent's bank account?
Background: My father passed away recently, leaving everything to my mother. I was a named executor on the will and I am sole administrator on the probate certificate. As a result of my father's passing, my mother has inherited a significant amount of cash from various ISA's he held, Premium Bonds, the sale of his car,…
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NS&I Account balances timescales
I've applied for this information, any experiences of how long they take in working days? Do they sometimes request more information ? TIA.
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Distribution to beneficiary
Finally managed to get probate and have collected assets into exec account. Process made very difficult by other executor who is also beneficiary entitled to large cash legacy. I'd like to pay the legacy and want to make sure I protect myself. The exec account doesnt support cheque payment but I can get the branch to do a…
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Calculating inheritance tax in an unusual situation
* A married couple lived for many years in a house that was actually owned by wife's brother. * The brother died and left the house to his sister (the wife in the couple) but she died two years later before the house was actually transferred into her name. * The wife's estate was worth £750,000 and via intestacy she left…
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Inheritance dependence nightmare
Hi all I will try and keep this short - my dad recently passed away. his will was outdated and detailed his girlfriend being allowed to stay in his solely owned property for her lifetime provided she maintained it. the property mentioned in the will has been sold and another property bought in my dads name. We have looked…
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How do I find my own will
I have a copy of my own will (I’m alive) but the solicitor that had it has gone into liquidation some year ago. I’ve been through the filings on companies house and it mentions a few companies that took on WIP and debt collection. is there a process that they follow for passing on old paperwork like wills and deeds? is…
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Adding two trustees
Not sure where to post this! I just want to have an idea how much a solicitor will cost to add two trustees to an IPDI trust. Having done some research the quotes seem very high. Have asked my son’s conveyancer whether he can do it and was told he will refer me to a colleague. Can anybody advise pl? Thanks
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Executor Conflict of Interest
My Father died in a house fire in January 2024. After Probate was declared in June 2024, two of my Brothers were appointed as Executors. They and one other Brother along with myself are residual beneficiaries. The Will states the Executors actions are subject to STEP edition 1 apart from needing to consult all…
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Probate Advice
Hi, a family member has passed, she has left monies to six family members. She has a will. £157,000 she has left. I am named as the executar aswell as my mother. Ive had a look through the process, it seems fairly straight forward as no, property or other assetts. She just has a normal bank account. Will inheritence tax be…
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Care home fees and joint tenancy.
My parents, Dad 94 and Mum 87, own their house as joint tenants. My Dad also has shares to a value equal to the house. Rather than go down the route of Tenants in common, would it be effective to transfer the house to my Mum and write new wills, my Dad's shares to his beneficiaries and my Mum to will the house to hers ?…
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Additional Residential NRB
Mother has passed, Survived by partner (not married) Executor (myself) named as trustee Property has been valued (Estate agent only at this stage) at £285-300k. Approximately £100k in cash savings. The will says 5. Life interest in (address of property) 5.1. In this clause: 5.1.1 'the life tennant' shall be my partner…
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What to do with cheques received before probate granted
I have received various refund cheques as executor. Probate is required, and I havent even got as far as the application yet. What should I do with these cheques? I have a bank account set up to keep any costs I cover transparent, can they be paid into there? Alternatively should I set up an executors account and deposit…
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Looking for Advice re: Potential Irresponsible Lending?
Good morning all, I am hoping someone might be able to advise on a situation that I have found myself in. My estranged father has recently passed at the age of 66, and he has not left a will, so my sisters and I have gone through Probate, and we have been granted Letters of Administration to deal with his estate. He died…
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Estate tax and foreign tax credit relief
Might someone know the procedure for an executor claiming FTCR for foreign dividends on a deceased UK estate, and how it relates to R185 and SA107? This must be a common scenario, but the only guidance I found so far was a cryptic paragraph at TSEM7453 (see below). The estate received foreign dividends from multiple…
