-
Help with a dispute over my dad's estate
I'm looking for some information or advice in regards to a situation that has developed since my dad passed away last month. In brief, my dad had an unconventional living situation in which he resided in his friends property, rent free, over the last 9 or so years. His friend had moved away to another city. There was no…
-
Joint account and ISA
My wife and I have a joint bank account and each of us has an ISA. We are 81 and 80 and I have a good company pension so the ISAs are to avoid tax. What happens when one of us dies? There will be more that £20,000 so will one have to be closed as the survivor will have more than the maximum?
-
British Gas - Bereavment
Anyone had issues with British Gas in advising of a bereavement ? Phoned on 16/11/23 to let them know about my 101 years old Mother in Law's passing - scanned & sent Death Certificate whilst on call & gave my details - name, address, phone & e mail. Rec'd an automated e mail in response with the subject 'Thanks for telling…
-
Docs not acknowledged/how long ?
I know it doesn’t seem v long but I applied for probate just over 2 weeks ago. I sent back the original will and they still haven’t acknowledged receipt. I can tell by the tracking it’s been received though. How long is the grant of probate taking at the mo? Simple estate, no inheritance tax to pay
-
Car insurance
A dear friend died recently, very unexpected. To date we can’t find a Will. He was the owner of two very expensive cars. Whilst nobody is driving either of these at the moment, we feel they should be insured, in case of fire or theft? But how can you insure a car when the owner is deceased, and has no living blood…
-
What forms do I need?
For an excepted estate/ no IHT due where we are using 100% of my fathers allowance who passed away March 2009 and My mothers allowance who passed recently, what forms need to be completed along with PA1P? Thanks in advance
-
Deceased
Thank you all for your replies and input. Everything is now in the hands of my solicitor who explains i have a powerful case.
-
Questions on inheritance tax.
Hi all, my mother passed away at the end of September this year. The property was placed in a trust back in 2007 and the trust is in the names of us 4 children, two of us are the executors. The property is worth around £400k I’m trying to fill in the inheritance tax ‘on-line calculator’ on the gov uk website, just to get a…
-
English trust can it include a Scottish house
We are currently in the process of drawing up a new will (to reflect tenants in common and a family protective property trust) for our houses. In addition to our residential home (in England) we’d like to include and cover our Scottish property. I understand there are obviously different laws and systems but can our…
-
Final Deputyship fee, insolvent estate
Hi all This is a follow up to previous discussions about my late sister's estate, which is insolvent. After receiving good advice here I decided that the best course of action was to have nothing to do with administering the estate, other than to provide information to the DWP and other creditors as to the basic facts of…
-
Council Tax Doubling on Deceased’s property
My mother passed away on 21st July 2023. We put the property on the market when probate was granted on 7th November 2023. We were granted a council tax exemption for 6 months after probate was granted. We informed the council that the furniture was removed from 14/08/23. The council are now saying the council tax will be…
-
Deceased estate - notice in gazette?
Hi Can someone clarify our duties please as executors in relation to placing any notice in the unlikely event of any debts we were unaware of? Fairly sure there won't be any so unsure if this is a legal requirement or if its just advisable, before funds can be distributed to beneficiaries when the time comes. Thanks
-
DIY Will
I am looking to create my own will without having to instruct a solicitor. Can anybody point me in the direction of free templates of a will on the internet? I've looked myself but most seem to be behind paywalls
-
Pulling out of an executorship
Hi all Deep breath...... My wife's sister died last week and my wife is named on the Will as one of two executors (the other being the deceased's husband). Due to family problems my wife will be pulling out of the role of executor. We downloaded form PA15 but, as the form doesn't say what to do with it, I phoned HMCTS.…
-
Removing myself as an executor
Hi there, hopefully just a fairly quick one... I have been an executor on a will since I was in my late teens/early twenties for my Aunt (I am now in my 50's). Unfortunately, she is now in a home and suffering with, what appears to be, some form of dementia. I now wish to remove myself from being executor (I am still happy…
-
Deed of variation questions
If a BTL property is passed onto children according to the Will, can a deed of variation be used to "skip a generation" after the property has been sold (with the cash proceeds held by the children)? Or can a deed of variation be done only as the same form of asset that was initially inherited? Whether the BTL property is…
-
Final Cost Bundle request
My aunt had dementia, was in a care home, she passed away there too. Family appointed Solicitors to act as her Deputy for Health and Finances. Solicitors are submitting their Final Bill of Cost Bundle. I'm Executor and a Trustee, I've requested a copy of said Bundle, Solicitor ask me why I think I'm entitled to it and…
-
How long to obtain letters of administration
How long did it take you to obtain letters of administration? We are 19 weeks and still waiting. Thanks.
-
DWP overpayment investigation - timescale?
Can anyone advise if they have been in a similar situation? I'm the executor of my late mother's will. Probate was granted in Dec 2023 after which the DWP indicated she might have been overpaid on Pension Credit. I submitted several years worth of bank statements as they requested earlier this year, but I haven't heard…
-
If your a trustee of a trust you need to read this
I am A 78 year Old pensioner and have just found out that Both My Mothers trust and my own will trust need to be registered with the TRS. Both. trusts were setup in 2016. As a result of a European parliaments directive in 2020.[I thought we had left that shambles behind, obviously not] The government introduced a law which…
