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Advice needed please
My Mum passed away in July 2025 and as it is now almost sorted legally and financially, I would like some independent advice. My sister and myself are joint executors and beneficiaries of my mum's Estate and I had a wonderful plan to keep the house and to renovate and to rent it out. It was my childhood home and the…
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C1 making corrections on returned documents
I had my documents retunred by the Sheriff Court with a helpful list of things needing correcting. The main issue was that I had forgotten two items that should have been under moveable estate under Scotland and I added them at the end of the three page inventory under ADDENDUM but before the Summary. I added them there as…
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Late mums estate, sole administrator, brother making demands and threats
I am the sole administrator of my late mum's estate. She passed away at the end of February this year. There are two beneficiaries under the intestacy rules: myself and my brother Throughout the administration I have tried to carry out my duties properly. I have kept full records of all money received and paid out, and I…
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IHT400 – nearly completed but with a few questions - maybe someone here can help?
Hi all I thought it best to keep everything in one place rather than post multiple separate Qs…make a cuppa if you fancy diving in… I wonder if anyone could help me with a few outstanding questions I have on the IHT400 (and associated schedules) to enable me to finalise submission to HMRC. Brief synopsis of my late…
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Codicil wording query?
My late father changed one the executors on his will shortly before his death. The executor was also a trustee.On reading the codicil,it only states that the person has been removed and replaced with a new person as exector,but no wording to state he is no longer a trustee. The will writer has been contacted and he says…
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So i have a question
My wife died 8th may i was in charge of getting her final wishes sorted out, ie cremation disposal of clothes closing of banks. There was no will as it all happened so quick. she had a bit of money put aside to be divided evenly to her 3 son's which i took care of (4k each) the cremation and all the other bits related to…
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Probate
My father died four years ago and my mum this year. We were still going through Probate for my dad when she died, although she naturally inherited everything. Now that she has died, I have to value and list all of their jewellery and watches etc. They had a lot, but I am not sure how much any of it is worth, I doubt there…
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Executor Dative - Scotland "Next of kin"
I am (again) trying to find the best way to describe myself in a petition to become an executor dative (Scottish law). My relative died intestate and all beneficiaries are descendants of aunts and uncles of the deceased; he was my mother's cousin . I have been reading an old copy of "The confirmation of executors in…
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Ignore will to take advantage of the Residence Nil Rate Band via letters of administration
My unmarried partner died a short time ago, leaving everything to me as executor. We've just realised IHT would be avoided if my partners children inherited via intensity because of the help given by the Residence Nil Rate Band. Can we ignore the will or rather, can the children apply for letters of administration as its…
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How long did it take?
How long does it take after the person died, to handing out the money?I am guessing a total of six months would be normal. To sell a £250k house and £50k, maybe there are delays with the council/government?
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New Will
I'm looking at getting a new Will written up. I have four children and two step children but only wish to leave anything to two of my natural children and the two step children plus my wife. Should the two children not inheriting anything be named in the Will? A work colleague said she was advised when she made a Will that…
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Normal expenditure out of income
Despite no longer having to, I continue making regular payments to my ex-wife to help cover most of her bills by basically transferring the same amount of cash from my bank account every month. I have been doing this for several years as I can afford to and she is in a low paid job. It now transpires I may not have many…
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Probate questions
My mother passed recently and having held the funeral, trying to get my head around next steps regarding the estate and probate. Do bear with me as I have various questions but any pointers/guidance that can be shared would be appreciated. I have issued the 'Tell us Once' notification to stop her pensions. I am the sole…
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Grant of Confirmation - Scotland
Hello Everyone My first post ! My Sister passed recently and i am looking for guidance and advice on completing C1 form Grant of confirmation (Scotland) ? any help would be much appreciated Regards Alan
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Money Moral Dilemma: Is it fair for my mum to include my nephew in her will?
This week's MoneySaver who wants advice asks… My mum says she wants to include my sister's only child in her will, splitting the inheritance between the three of us. She says my sister's in favour, but as I was unable to have children, I'm not sure how I feel about it. Is it fair? Unfortunately the MSE team can't answer…
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Choosing executor and attorney
My wife and I really need to update our wills and set up POA but it's not easy. We are both in our 70s and have no children. Friends and siblings are similar age to us or older, and most are a long distance away (continents away in some cases). Nephews and nieces are also very remote, and the nearest one is not someone we…
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Transfer house and savings to son
Asking for a relative (I really am) My relative in her 70s has sadly been diagnosed with a terminal disease and has been given approximately 12 months to live. She is widowed with one son She plans to transfer her house and her savings of about 100k to her son (I believe by opening a joint account) within say the next six…
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Exploitive solicitor fees for simple, low value probate?
Any advice for me please. Over £7000 is being taken from my late father’s estate to cover solicitors fees (the entirety of his savings). £1800 was charged for e-mail correspondence to myself. Other charges are for work repeated due to mistakes and interestingly to cover postage for letters received (£179 for 8 letters). I…
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IHT and High court of justice grant applications years after death untanglment.
What are the pitfalls presented by the probate office and then HMRC if you submit PA1A/PA1P applications 5 years or 10 years+ after death? It is an expected estate for IHT purposes but I lack the full paperwork to prove it (liquid assets). CGT will be unavoidable. Interested to hear from those who can describe their own…
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Estranged executor
My mum died in 2021, and most of her estate has been sorted out. We have become aware of a small number of shares she owned (BT), and I am beginning the process of selling them. We three children are beneficiaries of the estate, and all three of us are executors. The problem is that my brother is now sadly estranged from…
