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Trouble getting annuity payment after my Father passed away
I wondered if anyone else has had trouble with the Prudential when trying to get them to sort out an annuity payment. My father sadly passed away over three months ago and his Pru annuity pension was supposed to pay 50% to his wife/my mother if he died first. I informed them straight away and sent them the death…
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Not sure what to do - Advice if poss
Hi Everyone. Not sure where to start with this one, so basically my father passed away a few months ago, I lived with him in his house which is all paid up (no mortgage or anything), I came back living with him about 8 years ago to help care for my Mum who also passed about two years ago, I have no kids or partner of my…
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IS THE FIRM PURE CREMATION TRUSTWORTHY?
You may have seen this firm's irritating ads on TV. I don't watch much TV, but when I do I have to put up with their repeated ads. A friend of mine used to work for Pure Cremation, but found the firm care more about business targets and sales as opposed to good customer service. Another friend of mine recently got a quote…
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IHT Reference number
Just starting to work on IHT400 and schedules for my mothers estate. She was widowed and the total estate will be around £850k so there will be no IHT to pay but I will need to claim RNRB and transferable RNRB. I notice that all the forms have a box at the top for the IHT reference number. However I am under the impression…
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C1 Grant of Confirmation - Looking for help
Good evening, I recently lost both my parents and am looking for some guidance on the completion of the C1 Grant of Confirmation to enable the sale of the family home, a small amount of shares and to allow release of funds from Santander and Nationwide Building Society accounts and conclude the execution of the estate. My…
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Probate help when assets left upon trust
Hi all, new here but I’m a bit stumped on the correct way forward with probate for my late mum. Mum left all her assets to myself and my 2 siblings UPON TRUST to provide a income for my dad. The Will created the trust. All 3 of us are trustees and executors. Assets ( 50% of house, tenants in common) plus other savings…
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Probate/IHT query
Hi, Trying to do probate online but am totally lost and any help would be much appreciated. Note figures below are not accurate for security reasons but are just for testing sort of answer queries please Joint is shared with spouse who all joint funds will go to House(joint) 520,000 Card Debt (joint) 2000 Bank (Joint) 7400…
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Power of attorney with solicitor
I've thought for months on this and of all the relatives and friends I trust there are none I would saddle with the burden of this so I'm going to have to appoint my solicitor for financial attorney Obviously I will only give consent for him to act if I lose mental capacity but who decides that? I know a few people with…
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Confirmation C1 declaration help
confirmation was rejected due to deceased name in Will is different to what I’d put on form. I’ve amended this but was told I’d have to put something in the declaration. Looking for help as to what I’d put.
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Question on life trust and care home fees
Hopefully one of you geniuses will be able to assist. I agreed to be executor to a friend's father's estate. Him and his wife owned their home as tenants in common. He passed away and the will states that his estate be put in trust, and his surviving wife be a life tenant and able to live in the property rent free. The…
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Inherited property and FTB status
Children of the deceased have been left 1/4 shares in a property. The property is currently being used as a holiday cottage / air b&b plus the children and other family members use it themselves fairly regularly. The children would like to keep doing this. 3 of the 4 children currently have FTB status (along with the…
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I WANT TO SET UP POWER OF ATTORNEY ADVICE PLEASE
I am now 84 in pretty good health but realise that could change at any time. I have decided that I should set up power of attorney. For finance and health issues. I have a son and daughter and would like to have both their names on the document. Currently my solicitor has got my will and the deeds for my apartment. Should…
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C1 Form excecutors
I am filling out a c1 form and it has been returned . My dads will stated my mum was first executor but predeceased my dad . In the will i am next in whom failing but there are also second 2 solictors in the c1 form i named all executors in question 10 including my mum and solciitors who will not be acting and in question…
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Property trust query
Parents have mirror wills, their 50% share of their property is to go into trust upon death and all other assets to the surviving spouse with them being able to live in the house for the rest of their lifetime. My dad died in March and the solicitor dealing with his estate (executors as well as my mum, sibling and myself)…
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UK/Foreign Situs Will + Pet Trust: . Seeking advice on STEP solicitors
Hi everyone, I am a 49M British citizen in excellent health. I am currently mapping out a multi-jurisdictional estate plan. I recently had a consultation with a local UK high-street firm, but as soon as I mentioned that I have assets abroad, the legal assistant panicked, said they "don't do cross-border work," and…
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Keeping records for IHT 404
I wonder if anyone else has tried the Monzo app? It is intended to help people to budget and control their spending but is also a perfect tool for generating categorised spending records for IHT403. For £3 per month you get a version that lets you customise spending categories. So I deleted all the suggested ones and…
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UPDATE: Brother is talking about contesting will with no evidence. Does he stand much of a chance?
EDIT: I just wanted to say a BIG thank you to everybody who has replied (Except that one person lol). I've taken all what you guys have said andit's made me feel a little easier. I am still worried ofc but I do feel better. Thank you! I posted this two weeks ago (Not sure if anyone would remember) basically saying about…
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Will processing
Apologies in advance for the vagueness but could somebody please give me some advice? My Mom is not in good health and I've just had to rush to her house (she's ok). Although I know where her will is (or should be) she keeps saying I will need to take this to Birmingham??? (We are West Mids). Its also a mirror will so its…
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Storing a Will with HMCTS - do I need to ring bind the Will ?
I have created a Will using Which… https://whichwills.which.co.uk/ I printed the Will on a laser printer (using standard paper) and its been signed by myself and two witnesses. I have also made a few copies to keep for myself. Now I want to store the original Will with HMCTS….…
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Gifts out of Surplus Income, Do these Gifts Apply?
Every month for over 7 years my Dad has given me a gift of £200-£300 month in return for the help I provide. If you look at his bank account you can clearly see the balance increases from one month to the next, so he is still saving money and these gifts do not effect his standard of living. Is this something I need to…
