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Deaths, funerals & probate
Discussion List
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Providing Home for Co-habiting Partner - Avoiding IHT Issues?
Hi, This is my first post so please forgive me if I'm asking something already answered and if so please feel free to point me to previous posts in that case (I couldn't see anything in the last couple of years). I appreciate any help you can give. My mother is considering writing a will and wants to leave her house to my…
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Co-executors of mother's will
My mother's will lists me and my father as co-executors but my father passed over 8 years ago and in this circumstance the will provides for two additional individuals to also become executors (call them A and B). One of these (A) passed away themselves over 10 years ago, the other (B) I have no current contact details for…
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Charity Wills
My mum wants to rewrite her Will. She would like a home visit. I been looking at two charities - Macmillian and another local Hospice trust. They both refer to Octopus Legacy - is this any good? Macmillan use The goodwill Partnership - any feedback appreciated. Welcome any advice on how to choose a reputable charity Will.
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C1-C2- Inventory check before applying for confirmation
I wonder if anyone could check over my C1-C2 form before I apply for confirmation. I'd be really grateful as I am trying to avoid the large % total the solicitor would charge and I feel very out of my depth. I've checked through all the C1 and confirmation threads and think I have got it fit for the court (except the…
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Possible to get solicitor to explain will for small fee re mum with dementia and property?
Hi, my mum is 86 and has been in a care home for just over 6 weeks, with respite care ending last Friday. She has dementia and is bipolar - she has refused to allow carers in for some time, had a bit of a meltdown (no doubt owing to not taking medication) and ended up in hospital. Her social worker from the local authority…
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C1 form completion help
I am looking for some help regarding the completion of the c1 form, I naively thought it would be more simple than it is. Page 1: All ok. Page 2: Box 1: How do you name the “Sheriffdom” for Glasgow? Box 2: I am the executor of my mother’s estate along with my sister, could anyone suggest wording for this section? If I am…
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Estate taxation
We've finally received the Letters of Administration allowing us to complete my SIL's estate. The house has been sold, and we are in the process of sorting out her Self Assessment for Apr 2025 to the date of her death in January this year. As she had a rental property, there are also forms to fill in for Estate taxation,…
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What a will need not say
My wife's will was drawn up by a solicitor. In her will, I get a share of the residue of her estate and the rest goes to charity; I am perfectly happy with this. The will explicitly gives me my wife's share of the house despite the fact that we own our house as joint tenants; that surprised me a little. But the will makes…
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Will, Family Protection Trust or Both?
Hi, Husband and I are tenants in common on deeds (50%) each and both have 1 child each from previous marriages. We would want to be able to stay in our property until death if one passed before the other. Once both deceased we want to split inheritance 50/50 with each child (maybe even breakdown further to included…
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Inheritance rights - spousal
Just want to get an idea of spousal rights under English law. My husband is named in a will to inherit a half share of everything held by his widowed parent ( all held in a trust arrangement ) If my husband should die before his parent, upon the subsequent death of the parent does his half share pass to me in full or part…
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Complex contentious probate
Hi everyone, I'm looking for some advice regarding an inheritance dispute involving my late father. I'm now the administrator of his estate and representing myself. The situation is complicated, so I'll try to summarise it. Background My father's cousin died in October 2019, leaving a will made in 2016. My father and…
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CGT on share of investment portfolio to be inherited by inheritor abroad
I am the executor of an estate which includes an investment portfolio. The estate overall is liable for IHT and that has all been dealt with. Part of the portfolio is to be inherited by somebody who is not resident in the UK. They want me to sell their share of the assets and send them the proceeds in cash. There has been…
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Has anyone used an independent administrator for the estate?
I am co-executor of an estate and I've been in a deadlock for years with the other one, who has held up administration due to conflict of interest. We're also the only beneficiaries. Solicitors conclude I need to relinquish being co-executor, and remove the other one (which we can do due to various abuses of power I won't…
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Tax Returns after Death Timelines
This might be in the wrong category, please move if it is. My mum died recently, lets say 28/8/26. She used to complete a self assessment return and pay tax. How do I (as executor) deal with 06/04/25 - 05/04/26. I obviously can't do the usual Return. I assume there is a special form/return in these circumstances. Does…
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Post Death Interest Trust
Good afternoon, I am hoping that someone with knowledge of Will trusts may be able be to offer some provisional guidance. My Mother in Law has left 50% of her property in a PDIT for her 3 children. Husband has been left a life interest and the Will stipulates the following..... i) ("the Occupant") may live in my house and…
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Executor account or keep money in a seperate current account
My Dad has some bank accounts which will require a grant of probate, we know inheritance tax will be due, largely from the value of the property. There are two bank accounts beneath probate threshold, that clearly still contribute to the value of the estate, and the banks have said we can close them down. The sensible…
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Discretionary Will Trust rules Post - 2024
Hello, I need to check three quick points regarding my Will structure for my son who is on LCWRA and Universal Credit. Firstly, the DWP Risk: Under the strict post-2024 DWP guidelines, is it safer to leave my Will as a generic discretionary trust where my son is not named directly ("direct descendants and charities"), or…
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Deceased persons care home fees.
Hi, This is quite complicated…. My friends wife took her own life in March 2021. They had been separated for over 25 years but any attempts to get her to attend mediation to start divorce proceedings were unsuccessful due to her poor mental health. She moved into residential care in 2016 due to her MH. She was tenant in…
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Can't find original, signed will. Have a copy, and a newer, unsigned will...
Per the title. My aunt died, and all we've been able to find is a photocopy of a signed will, and a newer, but unsigned will. The photocopy leaves my sister and I £5k each, with the rest going to various charities. The newer will leaves my sister and I £20k each, again with the rest going to charity. The estate is worth…
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Distributing estate early
Hi gang, Dealing with estate as executor. Under some pressure from beneficiaries for their inheritance. Everything with the estate is done and ready, there are just a couple of outstanding debts/liabilities to settle that could still take some months to work out, i.e. DWP for potential overpaid benefits. Aside from being…
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