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Help with C1 Form
Hello, I am trying to obtain confirmation for my mum's estate, I am the sole executor, I have completed the C1 Form, it has been returned for the 2nd time, there is a wee cross on the left of the page, your can't see it on the image I have uploaded but they are next to the entries for a credit which is due back from OVO…
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PrePaid Probate Ltd
Hi, This is a 'heads up' for anyone who has a Probate Plan with PrePaid Probate Ltd, Manchester based. The owner of the Company passed away in October 2022 and the number to contact to implement your Plan has been disconnected. On hearing the news in 2023 I decided to cancel my Plan as per the terms and conditions and…
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Trust bank account best options
Hello everyone I am selling my deceased mother’s house as my stepfather has had to go in to a home. She left 100% to me but it’s in a trust letting him live there. The house is worth around £250k. I am the sole trustee and the trust was set up by her solicitor and they registered it with HMRC. Metro Bank is my choice to…
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Charity Donation In A Will
I'm currently executing a Will which at first glance looked pretty simple and have been granted probate. The Will leaves one gift to a charity and then the residue to be divided equally between some named people. The charity gift is very specific and gives the name, address and registered charity number. The issue I have…
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Money in personal account
My mother in law died in a care home quite suddenly, She was suffering from severe dementia and when she died we had just withdrawn her isa savings into a seperate personal account (in the name of POA that we use to pay her care costs. Usually we would move various pots around to manage cover care costs which wasn’t easy.…
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Is probate required?
Mirror life interest will. Father died. Mum is getting her affairs in order. Adding my name and my brother the title deed as trustees. Does she need to update her life interest will? Now her husband died? Trust has been registered. Can anybody confirm that, because her two children will be the surviving registered…
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Investing a legacy for a child
I’m the executor of a Will. The Will states that beneficiaries aren’t able to receive their legacy until they are 21 years. One of the beneficiaries is 13 years old. I need to invest a relatively small sum (less than £10k) for a number of years. I’d like the investment to be in the child’s name, not mine. I’ve looked…
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Loan to dying parent
my mother is dying (she’s been given 12 weeks and that was 6 weeks ago). She’s currently privately pays for care (24/7 plus 3 daily visits for pad change as she’s bed bound). She has qualified for CHC and is on the fast track awaiting personal health budget to be signed off (she wants her own private female carers known to…
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Will and Probate issues
Hi all, I have previously made posts about this but thought it best to start a new one as things are getting very confusing. MIL sadly passed away and left her will here are the main points: 1:Me and wife cared for her for 5 years and she gave us a 2 year right to stay 2:The will should have been handled by a local…
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Californian Family Trust Guidance
Hello! I have (or am about to) become the co-trustee/beneficiary of a Californian Family Trust. The Trust is "shared???" equally between my two siblings (dual US/British citizens and residents there since birth) and I (British Citizen, resident in the UK since birth). Now that our parents have passed we need to begin the…
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Difficult beneficiary
I’m non-professional executor for my late father’s estate. A sister, residuary beneficiary, has been particularly difficult with many requests for accounts, asking how decisions have been made, valuations for assets, wanting to know debts and has tax been paid etc. A bit of back history, sister wasn’t involved in dad’s…
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Life interest trust deed of variation
Hello, I was given some very helpful advice on this forum when I started my application for probate for my late father, and probate has now been granted. He left his 50% of the property he owned with his Widow (my stepmother) in a life interest trust with her as the beneficiary, and which I will inherit eventually. The…
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C1 Confirmation Scotland - rejected Form C1 advice sought
This was submitted to the Sheriff Court but rejected. A codicil was completed in 2019 adding a Trustee company as additional executor, however they are dissolved and no longer trading. The court advised we needed a signed statement from a solicitor who was working at the practice. We believe this must be incorrect. Do we…
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How serious is it if I've made and error on the grant of probate application
My father passed away in 2024 and feeling relatively positive I completed the grant of probate application myself. I was the sole executor on his will. I'm just reviewing all the documents before i file them all away. and realised that i had incorrectly recorded his funeral costs. The funeral costs should be £6841 and i…
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Leaving 10% to charity in a Will
I know that if you do this, the IHT taxation rate is then reduced to 36% from 40%. But does this only apply to ‘cash’ assets, i.e. property is a separate thing, or is your whole estate (including the property) used as the figure from which you bequeath 10% to charity? When he died last year, my Mum inherited my Dads…
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Time to start hassling solicitor re Grant of Probate?
My mother passed away in December last year and I couldn't face applying for probate or handling the estate administration myself so handed everything over to her solicitor. Simple will with me being sole executor and beneficiary and her estate valued at £225K which includes her property and current & savings accounts. No…
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How long is probate taking for a simple estate at the moment?
My solicitor is just about to actually apply for probate after receiving my Mother's funeral cost details. All other documents sorted and a fairly simple estate of one property (owned outright) and one bank account. No other debts. I am the sole executor and beneficiary. Thanks in advance.
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New simple will needed
Stepmother in law made a will 2 years ago which would have split an estate of about £200k about 6 ways. Since then she has become terminally ill with maybe only a few months left. Her condition has required a considerable amount to be spent on her care to the point where she is close to the £23k when hopefully the council…
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Executor Expenses
Can allowable executor expenses be taken out of the estate pre IHT if payable, hence reducing IHT?
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Money, residential care costs and LPAs
So my parents were always very generous with their money towards their four children, of whom I am the eldest (especially my sister who's financial position has not been as comfortable as the rest of us e.g. they would buy and pay for the upkeep of her car, regularly help out with larger bills etc). For me, I have…
