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Grant of Probate post problem
I was e-mailed by the Probate Office that my grant had been issued on the 2nd Jan but it still hasn't arrived. Somebody here posted that their grant arrived the next day. The post is dreadful in my road and we haven't had any for 10 days. Sometimes we wait 3 weeks or more. A house sale sitting on this and I am very…
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Understanding question from late Grandparent's pension provider
My Nan died at the end of last year aged 100. For over 29 years she was in receipt of a widow's pension from my Grandad's pension provider from his workplace. My Dad is the executor of Nan's will. She left cash only in a bank (no property). He has informed the pension provider of Nan's death and sent a death cert but had…
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Completing IHT400 - my experience!
Well, after a sleepless night worrying about completing the form (and 8 supplementary forms!), I've spent the last 2 days on this and it's about done. Once I focused and stopped panicking, it wasn't so bad. Contrary to what it says on gov.uk, ''You cannot save a partly completed form so we suggest you gather all your…
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Rewrite a will
Me and my husband plan to rewrite our wills, basically mirror wills. So after first death, everything is left to the spouse. If the spouse is predeceased, everything goes to our niece as we have no children. Our property is joint tenant. I believe the surviving spouse can continue to live in the house. Is this a simple and…
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Proof of identity to Probate solicitor
I'm a beneficiary in a will and returned all the forms I was asked to by the probate solicitor involved. I've now been told that their online identity check does not fully confirm my identity. I'm surprised by this as I'm in my 70s, always lived in the UK, always had the same name, always been on the electoral roll, been…
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Probate process question: beneficiary order and renouncing as executor
I’m an executor (along with my sister) of my late grandad’s estate. A firm of solicitors is also named as a professional executor. I haven’t seen the will yet as we’re still waiting for the death certificate, but the solicitors have sent draft probate forms which list the beneficiaries in the following order: -a church -a…
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Can I use a Downsizing Addition for IHT calculation - Gift of 50% House to Child
Hello Everyone, I have a question relating to filling out the IHT 400 and using the Downsizing Addition to maximize the RNRB and TRNRB available. Father and Son both lived in the property and it is the sons and was the fathers main and only residence. (50% ownership each, survivorship clause), with the sons 50% having been…
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Gifts out of regular income
I asked a previous question about 10k being gifted in the year of death to FIL granddaughters. I have used 3k exemption for 25/26 and 24/25. FIL has plenty of excess income to cover the other 4K. Would this be allowable to reduce the IHT charge on the 10k to zero? Thank you
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Pensions problems
Hi, Not sure whether this should be under pensions or probate as it’s both kind of. My dad recently passed away and left me as executor. He left me a list of his assets in which was included a large pension with Aegon target plan which he had got through working for United utilities. My dad was under the impression it…
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Unacceptable Probate delays - not fit for purpose
I just thought that I would share my experience of obtaining probate and see if anyone else on the forum has had similar issue's. My brother passed away in December 2023 and as a named executor on his will, I applied for probate online in January 2024. I received a confirmation e-mail of my application and on my account it…
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Refund to estate IHT 400
FIL has council tax and car insurance refunds due because he passed away during the year. Do I enter the refunds in box 76 on IHT 400 and add detail in the additional information box? Thank you
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IHT 409
FIL had 2 pensions from former employers. No death benefits payable . Pension ceased on death. Do I complete 1 or 2 IHT 409 schedules?
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Can an estate buy a share in a house?
I am in a tricky position of being attorney for my frail mother who is living in care, and executor for my late father. Their house now stands empty, incurring risk and cost. It is held as tenants in common, a legacy of a now-irrelevant IHT scheme, or something: it doesn't matter, it happened. Once I have probate, my…
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C1 Form completion advice
I am looking for help with completing the C1 form. My father passed away and we need a certificate of confirmation for a bank account and also for some shares. I have been dealing with the estate and will be applying for the confirmation. With paragraph 2 I was looking for an example of how best to word it. My Mum is…
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Utilities after a death – notify now or wait for death certificate/probate?
Hi all, I’m looking for some UK-specific advice on how best to handle utilities after a death. My grandad has recently passed away. The property will be unoccupied for a while and probate hasn’t started yet. We don’t yet have the death certificate (MCCD issued but waiting for registration). One view is that we should…
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Dispersing of accounts as an executor
Hi Any advice appreciated, so dispersing of accounts, I know I need to share statement of accounts & I’ve read it’s R185 form. Complete this and send the same copy to all 5 charities, please what do I get them to sign for completion or excepting their %\money, before transferring of funds. I’m helping my mum who is elderly…
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Probate & IHT Form
Hi, I can see several entries with people asking similar questions but if someone can "comment" that would be helpful. My mum has recently passed away and my brother and I are the only family left. We are applying for probate (as there is property involved) but have got confused on the part about whether we do need to fill…
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Guide discussion: Probate: How to do it yourself
Probate: How to do it yourself guide. Click reply below to discuss. If you haven’t already, join the forum to reply. If you aren’t sure how it all works, read our New to Forum? Intro Guide.
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Aviva Life Insurance Policy
Hi, I have been dealing with the estate (less than £100k in total with no property to sell) of an elderly family friend. I have successfully applied for probate, successfully claimed & closed 2 life insurance policies from Sun Life, and closed & received his money from his bank accounts. But having trouble claiming a small…
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Solicitor as executor?
I'm about to revise my will and wondering whether to appoint a firm of solicitors as executors. Current situation: I have no immediate family and plan to leave the bulk of my estate to charity. As it stands, I have two friends as executors but they are a similar age and I feel it's no longer appropriate to lumber them with…
