Deaths, funerals & probate

Hello everyone, I hope you can shed some light on this. Mum dies two weeks ago. We all lived together in the same house. We thought she had rewritten her will to make me sole beneficiary, we saw a draft but i’m guessing it was never finalised. Instead we have the will that states that my wife and I are to be lifetime…

I'm an executor and I need to obtain House Buildings Insurance on behalf of the estate, any pointers appreciated TIA.

Despite maintaining good relations with my ex-wife and her mother I've been very surprised to be notified I am a beneficiary in the will of my ex-wife's mother to the tune of a few grand. Not sure what my ex wife and other members of her family feel about it, I imagine none of them will be happy. I haven't talked to my ex…

A few weeks ago, I contacted Seagull Legal Services the “technical” executor of my father’s estate to advise my brother and I would like a Deed of Variation put in place to redirect my 1/3 share (approx. value £20k) of a retirement property to my him – our sister, the named executor in the Will, is the other beneficiary…

Married couple, one of which own a second property entirely in their name which they inherited about 10 years ago (and have never lived there). Their spouse has been diagnosed with a terminal illness and looking online there is a suggestion that the property should be transferred into their name as when it's then…

Hi all, my mother received an overpayment of pension letter from the DWP about a year after my father passed away. I checked the payments made and found that there was one made on the day of his passing (technically while he was alive), but not after that. I also read the Martin Lewis post about ignoring these types of…

Hello everyone, I'm dealing with the death of an elderly relative who didn't leave a will. I was her next of kin in terms of social relationship. She was my dad's cousin - making her my 'first cousin once removed'. Her closest relation is an uncle who does not have the capacity to deal with probate and has signed a PA12…

In Scotland and trying to figure out what NRB can get transferred to a Wife based on 2 scenarios. Husband's will is about £270000, leaving everything to wife, plus £10000 to grandkids, roughly £10000 in PET's. Scenario 1. 3 Children claim legal rights Scenario 2. Don't claim legal rights. Any help appreciated, and also is…

Parent A dies and leaves everything to parent B. In the last two years before parent A’s death the parents jointly gifted £300k. Parents each have IHT £325k and RNRB £175k. Joint estate after gifts is £600k so no inheritance tax. Savings are with NS&I who require probate. Parent B as Executor did probate and completed…

My parents changed their Wills 48 hours before Mum went into a dementia home, and a month before Dad died as predicted. The main reason for the change was to protect the estate from care home fees. My Mum did not need to update Will as Dad was dying. This appears to be a deliberate attempt at depreciation of assets. With…

Hi, My daughter stands to inherit a 1/3 share of a house in Spain after her gran passed away (her gran lived in Spain). Another family member has a right to remain in the property as long as they stay in Spain, as I believe this is stated in the will (and they will also inherit a 1/3 share). My daughter could end up…

As the executor, I followed the DIY route described on MSE and have recently received probate for my mother’s estate. I am awaiting two financial services to transfer money to an account set up for this purpose. Once this is done, I should be able to prepare the account and distribute the estate as set out in her will to…

I'm attempting to deal with my late father's probate and have come unstuck at the first hurdle! He was a 'tenant in common' with my surviving mother and has left everything in his will to me. What do I enter in the box that asks for 'Starting with the net value above, take away the total value of any assets passed to a…

https://www.accountingweb.co.uk/tax/hmrc-policy/welcome-budget-change-reduces-risks-for-executors Whether it’s going to make it easier for beneficiaries, who knows. 

This week's MoneySaver who wants advice asks... A few years ago, my father gave me £30,000 to help pay off my mortgage. My sister agreed with the arrangement, and I signed a piece of paper to say that I'd received it. My dad's now died and, once probate is granted, my sister wants an extra £15,000, or half of the £30,000…

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…

Please delete Thanks - Will

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…

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…

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,…