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Inform Land Registry of Death of Tenant in Common?
My father passed
away 6 years ago (just after the start of the pandemic). He and my mother owned their home as tenants
in common since 2016 – they severed the joint tenancy at that point; they had
mirror wills in place naming my sister and I as beneficiaries of his share. A solicitor handled all this for them. After…
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Administrator having sibling trouble
Hi my brother died last December witbout a will, im sorting everything out and have been granted probate and letter of administration, my sister (whom I'm keeping up to date with this) keeps texting me that her ex son in law ( an American lawyer) seems to be taking an interest, ive told my sister I'll provide all paperwork…
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Reporting change to value of estate
If a further bank account is found for a deceased after HMRC has provided the executor the unique code, but before the application for a grant of probate, how should the executor deal with the probate application? It is a relatively small sum (say £900 approx) and there is no IHT payable at on the estate. HMRC say do not…
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Codicil for a Will
I’d be grateful for advice. A friend, early seventies, made a will in 2000 or so, dividing her assets 50/50 between her two adult children. She remains happy with this Will. She wishes to add a small codicil, allowing 5% of her assets to go towards servicing the upkeep of an overseas property for a duration of 7 years,…
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Will solicitor insolvent - advice needed
Hi all, about 7-8 years ago, my partner & I (unmarried, with 2 teenage children), took out a Will using a small local firm of solicitors, who I now understand were specialising in mortgages, but included Will writing amongst their services. I have recently tried to contact them to possibly make some updates / changes, &…
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Where to get copy of historical Confirmation document in Scotland !
Trying to get copy of Confirmation for estate I was sole executor for in 2004. ( hard copies lost during 2 house moves ) The Civil Court in Livingston does not store them that far back and directed me to the NROS in Edinburgh which wasn’t sure if they had them. Be grateful for any insights, Cheers
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Council Tax on a second home after Probate
I'm aware that councils continue to allow 6 months after probate is granted free of council tax. The intention is that the property will be transferred to my name (my sister will take other assets), however, we would like to renovate the house whilst still living in our current property. I think i have read somewhere that…
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Keep discretionary will trust?
My father-in-law died in May this year, leaving my mother-in-law living in their home. Their estate is currently worth around £1.3 million, including the house, so probably some IHT to pay when my mother-in-law departs and at 92 and frail, that may be sooner rather than later. My brother-in-law hasn't yet started probate,…
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Inheritec?
Has anyone heard of this company?
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HM Land Registry - Witness & Verification of ID - Forms AP1, AS1, ID1
Finding the HM Land Registry forms very difficult to understand , having to navigate to different links on HMRC website to figure out how to complete various sections of the forms AP1, AS1, ID1. These forms are for the transfer of my deceased father's property to my sister and it should be straightforward as no third party…
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ISA and general investment account, CGT position
I'd be grateful for a sanity check as a friend is asking me for help as they have had conflicting advice from professionals. The deceased had investments in a stocks and shares ISA, along with investments in a general (non-ISA) account. AIUI as the death was within the last 3 years the investments in the ISA have continued…
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Latest on Interest Bearing Accounts for Executors
A simple search I've just done with Google quickly threw up one possibility offered by Cater Allen, who appear to offer Executors fixed term deposit accounts of varying fixed periods at reasonably competitive interest rates, so long as you are a "personal customer" and have a minimum of £5000 to deposit (plus a few other…
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Probate query for overseas shares
My father is a UK resident and like other people he has several small share holdings that are domiciled in Jersey and Guernsey in addition to his UK shares. All are held in a normal UK stocks & shares ISA with a UK broker. Would these holdings mean that, in the future, probate would need to be obtained in Jersey and…
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Large Estate - DIY Probate
Hi all. Very early into the probate process after a family members death, but already, the Solicitors that I was thinking of using as the sole Executor are being very slow to even get back to me with a simple query. I haven't yet signed the forms appointing them to help with this. I am seriously considering going through…
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Estates petition
Evening all, I was wondering if anyone and everyone could sign this petition and share it? https://petition.parliament.uk/petitions/751937 It's a petition to hopefully help estate beneficiaries, if they ever get stuck with the executor from hell.
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Will and trust query
I don't know if anyone can advise me on here but here goes: A couple of years ago my parents arranged with their solicitor to set up a trust for myself and my children in the event of their deaths. I'm sole carer for my severely disabled husband and so am living on means tested benefits. My parents set up the trust so that…
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No Will but have I got a case?
I don’t know
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Do I need to fill in IHT forms?
Hello, My father in law passed away in 2012 and we did probate ourselves back then as everything was very straight forward - just a couple of bank accounts over the banks limit for not needing probate. Fast forward to now and my mother in law passed away in December 2025. She was a very simple woman with no debts, and only…
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Power of Attorney - NEED HELP
Hello, please can anyone help. Having watched Martin and the Team on TV and the topic of Power of Attorney's (PoA) price increase my husband and I decided it was time to do our forms. Prior to the fee increase, my husband and I completed our PoA documents and paid £82 for each application. Both forms were posted together…
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Solicitor retired, can't remember details - will
Hi all I made a will a.few years ago, have lost the solicitors details and think they have retired. They emailed me a copy but I have lost it! Is there any way of finding out who might have a copy (know roughly they traded from) as I need to update it.TIA
