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Consecutive deaths and probate
My dad passed away at the beginning of the month, leaving everything (house owned as tenants in common plus some savings) to my mum in his will. They both have some individual investments that trigger a need for probate. My mum is also very unwell and likely to pass in the next week or two. I am named as the executor in…
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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…
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Council refuses to allow grave stone inscription
A couple of years ago my father died and I asked the undertaker to arrange a new additional horizonal grave stone to be added to an existing vertical grave, with my father's name on it. This was swiftly done. This year my mother died and I asked a local stone mason to add my mother's name to the new stone. They asked me to…
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Estate planning - confused about what I am entitled to
Hi All Firstly, I know that i might need some professional advice on this, but I also like to have a bit of an idea as to what I am talking about first, so hoping some of you can help me and give me some advice. First some context - My dad unfortunately passed away last month, and me and my mum are trying to sort out the…
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Excepted Estate reporting estate value with no IHT to pay
Hi I'm helping to sort out probate where there is no IHT to pay as everything passes from the deceased to their spouse (below the thresholds etc). On the probate online page I have entered the estate value from the IHT calculator tool, but on the page below it it says "If you apply for probate for an excepted estate,…
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Contacted By Heir Hunter
Hi My estranged brother died in July . He had me down as next of kin even though we had not spoken for 20 years long story no one spoke to him due to things he had done. As far as I know he died in a homeless shelter. The council paid for his funeral. We have now been contacted by an heir hunter who on first conversation I…
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Changing Joint Tenants to Tenants in Common for Will
My father in law wants to get his affairs in order but just needs help with clarifying a few issues with regards to making a will. He has a few pensions, assets and savings in the UK which he wants to split between his children and grandchildren. He also owns a house with his current partner, joint tenants and mortgage…
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Excepted Estate - No Probate Required
I am posting this for information only and would appreciate some help as I cannot find anything on line. If you have an Excepted Estate that does not require probate as all the assets are in cash. There is only one beneficiary and they plan to do a Deed of Variation for the whole estate value within the 2 year period…
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Probate advice
Hi, An elderly friend has recently died, he has no next of kin or relatives, he has a will which names my mum as executor & myself too if my mum was no longer living or unable to deal with his estate. My mum is elderly & in ill health, so she has asked me to deal with the deceased affairs. I know I need my mum to complete…
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Bank Account for Discretionary Trust
Hi, Our father passed away 7 years ago and the will arranged for his half of the family home to be protected by a Discretionary Trust. Our mother, after an extended hospital stay is now in a nursing home. We need to sell the house to fund the home fees. On sale, half of the home will go into a Discretionary Trust. We'd…
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Capital gains tax inherited property.
Hi, I inherited a property in 2023, I renovated it, put it on the market and the sale completed last Friday 21/11/2025. My accountant is currently working out my capital gains liability. I have a valuation from an estate agent from 2023, which I submitted to the accountant, she says HMRC will need a retrospective valuation…
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Understanding letter of confirmation in Scotland
Hi can anyone help. I need to submit forms for confirmation for an estate in Scotland. Property owned jointly by spouse with a survivor destination on the title. I had understood this meant the property passed automatically to the Spouse but do I still need to include the property on the forms and if so, assume it's 50% of…
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What are the probate solicitors' obligations to benefactors?
My mother died in early June this year. Her will left
everything to me and my brother and specified a local firm of solicitors as her
executor. Her estate comprises a house worth about £600,000, a few thousand
pounds in savings, and that’s about it – no shares, no insurance policies that
we’re aware of, and no debts. I’ve…
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Clarification needed
I am looking for clarification on how a deceased estate is calculated when I joint owned property is involved. My husband and I owned our house as joint tenants and this has passed to me by survivorship. My question on this is, for purpose of the estate calculation to settle his debts, is his half of the house included in…
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Termination of Life Rent and Property Transfer
My father’s second wife had life rent in the family home (Scotland) after his death in 2020. Recently she also passed away and the solicitor is now going to terminate the trust and transfer the house into the ownership of my brother and myself. We anticipate that he will probably buy me out in the New Year and live in the…
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Confirmation for will in scotland
I’m executor the estate is slightly over £36k and all cash in a couple of different banks The banks don’t require confirmation to access the funds. But do I still require confirmation? I do have a solicitor involved but they take weeks to come back to me with answers, and previously wanted hundreds to apply for…
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Death of tenant in common, share left to spouse in will
I need some help and really cannot find the answer to this particular question after lots of searching. I am acting as executor for my recently deceased Mother in law. Mother in law and Father in law married and Mother in law left everything to Father in law in her will. They own(ed) a property as tenants in common.…
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Probate Forms
Hello everyone, after having my Dad's house valued yesterday I am now in the position to fill in the Probate forms. I was just interested to hear from people who have done this online. Can you go through the form first to make sure you have everything to hand or is it a one shot deal were you have to complete it all the…
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Intestacy, Joint Tenants & IHT Liabilities?
My father has just died without making a will. He is married to my mother and I have one brother. His assets are; Marital home owned with mother as joint tenants - £225,000 (value of his half of house)Rental property owned in his sole name - £425,000Savings and cash in bank - £125,000TOTAL - £775,000 My questions are; As…
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CGT on sale of shares (proceeds being split)
My brother has just sold some shares which has belonged to my mother's estate. We are joint executors and we have a question about CGT. The shares have luckily gone up in value since she died and we are therefore unsure what happens with CGT. Will it be liable? Or if it is directly related to the estate it is allowed not…
