-
best process for transfer of car keeper?
advice on this scenario would be most welcome for hassle reduction. car registered keeper is deceased, executors/beneficiaries want to keep car at least for a short time. Insurance ok as is a second car on a living person's policy, although will advise insurers. V5c available. I recall from last time that using 'tell us…
-
Dividing an estate in two where there is more cash than property value
Apologies, this is a bit of a post bump, but didn't get a lot of response last time and interested to hear any views before proceeding. I'm the executor dealing with my mum's estate. She had a house she owned outright and and cash/investments worth a bit more than the value of the house. There are two beneficiaries, myself…
-
Inheritance tax allowance
Can somebody please advise me? If a widow with no children or grandchildren, who inherited her late husband's IHT allowance, then dies, leaving her estate to nieces and nephews, what will her IHT allowance be? I'm assuming £325,000?
-
Council demanding o/s care home fees from family after death
Just looking for some advice if possible please . Her care home fees were paid by the local council / part funded by her (her pensions ) She had no assets , around £300 in her bank when she passed away . She had a life insurance policy , of which myself and my sister were beneficiaries. The council has come to us saying…
-
Money in the event you both die at the same time?
Just a curiosity / what if question really. OH & I don't have any wills in place. No kids either. Basis of this was, Googling seemed to say that if I die then it all goes to OH & vice versa but with us very soon going in one of those big birds in the sky it made me wonder - what if it falls out of the sky & we die at the…
-
Inheritance interim payment
Hi I have no clue as to request an interim payment from inheritance. To request from the solicitor/executor. I am unsure as to how to word it. I don't want to appear, pushy Is there an example template i can use. Many thanks
-
How to sign if you can't sign?
A close friend has asked me to help them prepare powers of attorney as I have recently done them for us. The problem is that he is now severely physically disabled and cannot use a pen to sign anything. There is some arrangement in place that allows a family member to sign cheques etc but this is limited to the one bank -…
-
Deed of Variation
I have an inheritance. I wish to complete a Deed of Variation for three people. I wish the amount I leave to each person to differ as once person is more in need with children. Does one person necessarily be shown what the other person is receiving. Is the Deed of Variation one form or can it be two individual forms?
-
C4(S)Scotland Fee
Hi, I have completed a C4(S) Scotland form for additional assets omitted from the original inventory declaration. This is simple and I'm doing this myself. No change to Estate Tax situation. I've tried contacting the Sheriff Clerk department where it's being sent to but I can't find an answer to what fee I pay, if any.…
-
claiming relief from 1st death items on 2nd death IHT400
I am completeing IHT400 for my father who survived my mother by about 3 years. Everything was left to him in my mothers will except for a few small UK charity bequests and at the time we only applied for probate for my mother without needing to do IHT. 1. where can I now enter figures to gain tax relief for my mother's…
-
Missing weeks of State Pension
I am executor for my Dad who died on 23 July. He had been receiving SP every four weeks, the last such payment being received on 4 July. In the ordinary course, the next payment would have been on 1 August, however this was not received due to my promptly notifying the Tell Us Once service of his death. My question: is…
-
Length of time for probate for death of a foreign domicile
Hi, Does anyone have any recent experience of timings for probate when the person who died was domiciled abroad? (France in my case). Just wondering really what sort of timeframe others have had so it might give me an idea. I reached my 12 weeks just recently and called them. They have the file but all foreign domocile…
-
8 years to finalise...
Im a residue beneficiary of my grandparents will. They both sadly passed in 2016 and only now the estate is being settled. After several requests of the will file and ongoing estate accounts, the main executor has not been forthcoming with information or communications and I have concerns over the accuracy of the estate…
-
Co-op Legal Services – Probate Delays After Grant Issued – Anyone Else?
Hi everyone, Just wondering if anyone else is having/had major delays with Co-op Legal Services in handling probate? I’m both executor and beneficiary of my late nan’s estate, and Co-op Legal have been dealing with it. The Grant of Probate was issued on 13th March 2024, and they confirmed they received the copies in their…
-
How to obtain a completed IHT205
Mum died back in 2001, and there is now an issue with a trust and an estate. I need to obtain the IHT205 that was submitted when she died (Dad is still alive). I'm going to sit on the phone to HMRC tomorrow morning, but I have no idea what to ask for. So an advice would be good as I've been told this can be a long drawn…
-
Recovery of overpaid benefits from estate.
Hi, I am looking for some advice on DWP and recovery of overpaid benefits. I am the Executor of the estate of one of my relatives. They had around £60,000 in cash in bank accounts at the time they passed and also owned a property that they lived in worth around £200,000. Inheritance tax is not an issue. Since their passing…
-
Solicitor dealing with probate has now asked for me to become executor.
Afternoon all, Some advice needed please. My solicitor has asked me to sign a Statement of Truth document. He explained that its needed for me to become an executor for the estate. The thing is that I don't want to become an executor. My brother and I were children when our Dad made the Will and he named a solicitor firm…
-
Family member refuses to complete IHT403
Hi. Looking for a bit of advice please. I am helping my partner (executor of her fathers will) pull the financials together. As it stands the estate is under the £325k threshold. However we have recently discovered her father made some substantial gifts to two other family members within the last 3 years. It is quite…
-
Why no Class F exemption for council tax?
After mum passed, I informed the council and they said there would be a 6-month grace period during probate (which I've just applied for). Yesterday (4 weeks later) I received an email from them asking for the name/address of the executors for future correspondence. I gave mine and my sisters name, and mum's home address…
-
Cost of Will
Hi an elderly relative has asked me to sort this and given me an advert froma local paper that is a legal will writer in the local village. They will visit and doit and charge £150 for a single will. Does this add anything from just doing it herself. Its a very simple will to leave everything to children. I also realised I…
