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House valuation (certain situation)
Hi, So I've been tasked by the will with being the executor of my late father's estate, and have to get the house valued. There's me and my two other siblings that are inheritors, with the estate being split equally, i.e. thirded, between the three of us. What slightly complicates things, is I'd like to make an offer to my…
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Executor refusing to distribute estate
Hi all, me again, and yes I'm still (coming up to 12 years) having issues with the executor/administrator of my mum's estate. Right, for those who don't know the background, from previous posts/treads, long story short (well, as short as I can make almost 12 years worth of troubles), the executor who was a solicitor (he's…
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LPAs questions
Have recently set up the 2 LPAs for my mum. Both me and my sister have our LPA attorney documents . I have set up a GOV.uk.one account and added both LPAs via the refs and keys . Can I access the LPAs via the GOV.UK one app . I have logged in and it is now asking me to prove identity ? via passport or DL . When I have done…
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Registering a IPDI trust. Advice appreciated.
HelloI'm looking for some guidance on registerring a trust. Father passed away Jan 24 leaving a IPDI trust allowing my mother to coninue living in their house that they owned as tennants in common. I'm getting close to the time I need to registerr the trust (2 years from death). Is this a relatively easy process to…
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Medical Negligence
Hi, I’m sorry if this is the wrong category? iIt was the closest I could find. I am looking for some advice as to whether this is medical negligence. My mum who had COPD was admitted to hospital with an infection. After several days she wasn’t improving and they intubated her but not in ICU they did it with her awake in…
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Joint Accounts and IHT
Does anyone know if a joint savings account between mother and daughter is valid in the context of IHT and the 7-year rule. i.e. if it's joint is it still a gift ?
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The next steps, how do I close a bank account after a death, and release the funds
The current account is with nationwide. Unfortunately there is no will, no property, no vehicle, no other assets. Just a current account, with less then £2000 and a small work place pension. The account belongs to my sons father, we did live together but we were separated but co parenting. A funeral needs to be paid for.…
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Free Will Month
My mum had just had a will drawn up under the Free Month for over 55s. Her assets are only bank accounts , no property or any other assets. The beneficiaries are myself, my sibling and seven grandchildren. All the grands to receive equal amount, my sibling to received a much larger amount, however I am to receive twice as…
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Equin*** Share transfer forms following probate
After my mother died (April 2023) I am still trying to sort our the estate. The last of which is shares. Does anyone have a clue about how to fill out their share transfer forms. They are, without doubt, the most confusing forms I have ever seen. For example, it says: Holder 1/Deceased Shareholder Your full name Your…
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Inheritance tax
My mums estate comes to 309,897 with no house to sell . She has no debts but on the gov website it says her assets in the estate are 619.794 . I don’t understand why we need to pay any tax as she is under the threshold
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Selling valuables before probate granted
Does anyone have experience of doing this? I know it's not advised, but I won't be able to market the house until the valuables are removed, and storing them elsewhere is not going to be possible. Thank you in advance for your thoughts and experiences.
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Bringing back body of deceased without using a firm
Can anyone please tell me if one can bring back the body of deceased relative from Europe. I gather that the body needs to be in a coffin that is lined with zinc and sealed if it goes by air, so does anyone know a supplier of these at a reasonable price? Their son has a huge MPV where seats come out, so wondering if him…
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Equiniti
Equiniti couldn't be worse if they tried! Having advised the death and sent the grant of probate we then instructed them to sell 3 different share holdings: Company A - worth about £500 Company B - worth about £1500 Company C - worth about £9000 We completed the sale form (single form for all three holdings) after finding…
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Family home
Hi there, I am told by my lone parent (who I live with) that the will, including the house will be divided equally between us 3 children. What are the consequences of this regards the family home ?For example, can any one person decide to act independently ? Or are they in effect, able to be outvoted by the other two ?…
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IHT calculation question. Funeral costs paid directly by deceased's bank to Funeral Director.
I think the answer is obvious, but I would like to check this if anyone can help. I've worked through the online .Gov IHT/Probate calculator to establish that my late father's estate falls under the excepted category. As part of the calculation, there is a box to complete covering funeral expenses. My father's bank are…
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Living trusts prices
Just made a will, have a quote for a living trust inc POA. Is £5,400 + annual management fee excessive?
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No will and no blood relatives makes things difficult for in laws and friends.
Just a heads up to people that you really should have a simple will in place whatever your circumstances, but this is particularly important if you are an only child and have no surviving blood relatives. In that case without a will it becomes difficult for in-laws or friends to organize the funeral and the estate passes…
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C1 Scotland Inventory
I have done a Scottish C1 Confirmation submission but I'm encountering hurdles getting the format of the C1's inventory accurate and theres nothing online with which to compare. The Sheriff is knocking it back due to 'formatting' issues and HRMC, when questioned (given it's their form), tell me they can't help and I need…
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Is there a section for Funerals and related costs?
Title says it all, just wondering if there is a preferred section Is there a section for Funerals and related costs?
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C1 Confirmation help required
I am helping a friend with a C1 submission to Falkirk Sheriff Court. Confirmation is required by a bank. The estate is valued at circa £110,000, no heritable property. The court has rejected the initial C1. The deceased's home address was in the Strathclyde Sheriffdom and is shown in the Will. They passed away in the…
