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7 Year Gift Rules
Parent has only ever made one cash gift in the last 7 years. This was £5000 to her daughter in August 2025. She (parent) passed away in December 2025. An IHT400 is required for the estate as there is IHT to be paid. As no gifts were made in 2024 can the allowance for that year be carried forward to 2025? If so, does this…
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Payment of DDs for utilities on deceased bank account
Hopefully someone can help .. Parent passed recently and we will need to go through probate etc that may take some time. Part of the estate is the house that will require heating / lighting etc. Can we leave the DDs running against the deceased’s bank account ? Or if the bank account becomes frozen how do we pay from the…
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Friends Will -inheritance query
My friend passed away a few months ago beforehand she told me she had left me a little something in her will - One of her close family members who is selling her house said "we wont be using solicitors " Obviously im keen to know what she has left me but I haven't heard anything. How and when would I be informed ?
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IHT400, RNRB & transferable NRB
My father died recently & my mother passed away in 2018 and as far as I know everything in her will went to him. I'm currently completing the full IHT400 as I will need to use his RNRB and my mother's transferable NRB. Do I need to complete IHT402 if the transferable NRB is managed by the Probate application? I'm assuming…
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IHT403 - £3,000 carry over and earlier gifts
Hey all, Am puzzling through IHT403 with my siblings and I have some questions. Sorry for the long one, have hopefully laid it out clearly. Just a note now given the years involved below - my mum died 2 years and 11 months after giving us all substantial gifts from selling her house, so taper relief doesn't apply. Small…
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How to present IHT Forms, schedules and supporting docs?
Think I'm finally there and ready to submit this thick wad of IHT documents to HMRC. I've googled conflicting advice on how best to send it back. Some advice says absolutely no staples or paperclips as its all scanned on receipt and will present problems and cause delays. Other advice says staple/paperclip forms/schedules…
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Will making & Poa recommendations.
Good morning, I would like to do a will. I have also seen a programme on Power of attorney which makes sense. Unfortunately, the more I am searching the more 'we are the best' is popping up. Can anyone advise & recommend please. - Thank you in advance.
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Proposal for probate application fees to increase by 75% from 13 July 2026
For those in the process of preparing a probate application, please note the £300 fee is due to rise to £526 after 13 July 2026 - see article below https://www.tozers.co.uk/insight/articles/probate-fees-set-to-increase-by-75-what-executors-need-to-know/ For small estates that breach the £5,000 threshold where an…
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Filling in C1 Form, More help needed please. Not sure what to do.
Hi, First time on any forum. Trying to navigate filling in a C1 form. I’ve noticed that there is an mis spelling of an executors house name on the Will. They do have a numerical house number and road name also. Do I need to do anything about it? Will be very grateful for any help.
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Exempt excepted estate - how exact the value should be for probate
I am waiting for the balance of an indexed linked saving certificate from NS&I before I can apply for probate for my husband. It is more than two months now since I reported the death but I still wait for a reply. We got an updated value from husband's NS&I account before he passed. Can I use that value for probate as it…
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Co-executor dispute – can executor legal costs be paid from estate before completion?
England & Wales. I'm one of two co-executors of an estate. Probate was granted around 18 months ago, but the administration is still ongoing due to disagreements between the executors. The estate includes a property and cash assets. However, matters remain unresolved and progress has been slow. So far I have spent over…
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My husband died on the 31st December 25 I have not been able to have his Premium Bonds sent to me .
My husband died and as I couldn't cope with everything I put everything in our solicitors hands. Unfortunately they have had no joy in getting them for me so I rang NS&I today June 23rd 26, they were of no help and said they had sent a letter to my solicitors last week so the letter should get to the solicitors Friday of…
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Critical illness payment received after death
There is a payout from a critical illness insurance claim after date of death of my spouse. When I do probate online, do I need to include the amount anywhere? Thanks.
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Baffled - do I need to complete IHT400 for first spouses death?
Firstly apologies - I'm sure this has been asked before, but I've searched and can't obviously find it. I'm struggling to work out if I need to complete form IHT400 (plus any relevant schedules). My Dad died last month, and I'm Executor. He left personal chattels to mum - value £24k. His 50% share of the marital home…
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IHT405 Question 11F
I've come across a few posts on this subject but I still can't work out whether to fill in this box and if I do what effect it might have. Estate is around £900k with full £1M IHT allowance available - so no IHT to pay. The house is valued at around £575k and will be put on the market as soon as probate is granted. I have…
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Inheritance tax - works of art
My mum sadly passed away in April and I am filling out the IHT forms as some will be due on the estate. My mum was a very keen non-professional painter and had a lot of her own original paintings in her house. I think she did sell a few to friends many many years ago, as in decades ago, but we are planning to either keep…
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Applying for Probate
I’m hoping someone here will be able to help me understand a few things about applying for probate on behalf of my Dad. I’ll try to be as succinct as possible but this may end up being a bit long winded. After my mum passed my dad went to the bank to arrange for the money that she had in various accounts to be transferred…
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Mobile and Wifi Providers
HELLO! My father died recently and we had very little time to talk to him about his affairs. Looking through his bank statements, we've discovered that he was paying Three for Wifi even though the contract came to an end in 2022. They say that unless he cancels, then the contract carries on. We also have a payment of over…
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Urgent Advice Sought—Auctioneer adds £600 fee before imminent house completion/clearance
My sister and I have been left in a very difficult position following our father's death. His assets were left to his wealthy family lineage and, now 3.5 years after his death, after an incalculable amount of stress, work and significant financial liabilities, my sister and I stand to inherit only a proportion of a…
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Help with executors
Hi all, hope everyone is well. I need some general advise about mum's will and executors. Story is we cared for mum for 5 years in her home as she had Alzheimer's. Sadly she passed away but in her own home which was her wishes. Mum was kind enough to give us a 2 year right of stay in her home before before being split…
