-
Can you stop inherited property becoming part of divorce proceedings?
My grandparents are currently in the process of creating their wills. This is all in England. They own 7 properties (6 of which are rented out and 1 that they live in). The plan is to leave each of their three children two of the rented out properties and then their house will be split amongst the grandchildren. Mr grandad…
-
Deed of Variation / Joint Accounts
My dad died last November and I've found the various threads and comments on this forum very useful, so thanks! He died interstate and we've had a solicitors letter outlining what me and my brother are due under the laws of intestacy. Me, him and my mum are still around and the only beneficiaries. My dad had a 2nd house in…
-
Misleading advice from Which on IHT and pensions from 2027
Take a look at this… Inheritance tax on pensions: HMRC reveals how the new rules will work in practice Lots of important information in there - as from April 2027 Executors are going to need to obtain pension valuations prior to Probate. But look at this in the final section on ways to prepare… Arrange power of attorney:…
-
2 Acres of Agricultural Land - Pass on now, or later?
My Parents have owned a field for over 50 years (2 Acres). For the last 35 years it's realized a small amount of rental income from grazing 2 horses. Managing the rental is beginning to cause them stress (80's and 90's in age), and they have told myself and sibling that they would like to transfer the ownership to us (to…
-
Do you name substitute executors in Probate Application
I am the sole executor named in my late wife’s will. If I fail there is provision for my oldest son to take over. If he fail’s it goes to my second eldest then third eldest. I’m completing the probate electronic form and it asks Are there any other executors named? Should I include my sons names here? I thought I probably…
-
Transferable Residence Nil Rate Band (RNRB)
We are finishing off all the IHT forms and have a question on RNRB. My father passed away in 1978 and my mother passed away earlier this year. We understand my father has £100k RNRB as he passed away before RNRB was introduced. How much of this is transferable if my mothers estate is worth £2300k. Using the guidelines my…
-
will and affects
Hello, Strange one but let's go, Four people named in a will, three are executors, other a beneficiary. Will left by my late grandfather/father, On of the executors do live in the mortgage free property and has done since birth approx fifty years, So four people, Two whom are in receipt of UC, Two are state pensioners, All…
-
is this an excepted estate
I was hoping I could avoind filling in IHT400 and just go straight for C1 as there is no inheritance tax due after Dad's death. However now I am not so sure about filling in the IHT form, I am certain no inheritance tax is due. Dad's will leaves everything to Mum. House deeds unfortunately has no survivorship clause,…
-
C1 inventory money from US pension held in London
Hi Here is an unusual one. My Dad died recently and I am trying to fill in the C1 form. The final one I want to check is the pension payment he received from the USA via Bermuda. His final payment was transferred from Bermuda to OFX (money transfer people) in London before he died, but he was in hospital and did not…
-
What to do with money left to grandchildren who aren’t old enough yet
Hi I wondered if anyone had any advice please regarding my Fathers will who sadly passed away two months ago. He left some money to his grandchildren and stipulated in his will they had to be 25 years old before they received it. One is 20 years old and one is 23 years old now. My Father was going to change his will last…
-
How long should it take for monies from deceased estate
My Dad sadly passed away 26th may 2025, consulted a solicitor (as you do) and probate was granted on 28th december 2025, however solicitor srill hasnt received monies from HSBC, his one and only bank account. Is this normal to take this long?
-
Four Different Banks with probate - four very different experiences
Firstly Nat West for the Executor Account - What a farce. You can't open a joint Executor account in branch, in fact you can't do ANYTHING in branch. You have to: Open a new account online THEN Add a joint account holder online THEN Get account changed to executor account (which you DO need to go into the branch for) We…
-
Nationwide nightmare with bereavement team and inaccurate figures and no support
Hey all My uncle has been having a really horrific time with the Nationwide and their bereavement and complaints team. His wife died earlier this year, all he wanted to do was to sort out accounts and, as she wanted, move her money into his name and accounts. My auntie didn't have a will, but as the amounts weren't big…
-
Excepted Estate Clarification
Hi All I would welcome clarification of my situation if anyone can help. My Mum died in 2013. All bank accounts were joint and she and my dad jointly owned their home. Her will left everything to Dad and he did no probate or other paperwork and just carried on as usual (finance wise). My Dad died a few weeks ago but for…
-
Completed c1 confirmation returned
I completed a c1 form but have had it returned with a letter saying corrections required on c1 form . They have marked the inventory at the bank accounts but unsure what ive to do .
-
Executor-dative scotland
I have completed a template to petition the court for executor-dative my mum passed away with no will and estate is above £36k.any advice on how I have completed the template
-
Discretionary Trust Surrender
Asking on behalf of mother in law who’s sole remaining parent just passed. In summary and without as much commentary as possible: remaining parent died in Feb-26 (FY25/26) discretionary trust set up 7 years ago £33k approx remaining Two trustees (both daughters of deceased) are now the beneficiaries and remaining trust…
-
Probate application help!
Hello, I know you'll probably tell me to pay for a solicitor but I'm really hoping some kind soul might help me with what should and shouldn't be included in my Dad's probate application. I'm almost there but going round and round in circles with the exemptions particularly for the IHT part as much of it passes to my Mum.…
-
C1 Scotland Inventory
I have done a Scottish C1 Confirmation submission but I'm encountering hurdles getting the format of the C1's inventory accurate and theres nothing online with which to compare. The Sheriff is knocking it back due to 'formatting' issues and HRMC, when questioned (given it's their form), tell me they can't help and I need…
-
Rewriting Will - thoughts
It’s getting a new Will drawn up time and I’d like to run a few things past those with experience. And, yes, it will be a solicitor Will. My current and past Wills have expressed my wishes in the form of gifts to executors, then absolute amounts to charities and to certain beneficiaries then a residual split. I felt this…
