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Simple Will
Will be 66 this year. Have no will, so figure I should write one. It'd be a pretty simple affair. I don't have any specific items to leave. No property. So it's basically cash in bank accounts. The vast majority of my money is in a SIPP, which as yet, has not been touched. I have filled in the beneficiaries form for that,…
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Reservation of Benefits/IHT in Scotland
I have what I perceive to be a really complex issue so hoping for some guidance as to what to expect (Solicitor is not available for another month and I don't know if we have got that long TBF). We live in Scotland (moved here from England in 2018) and my MIL is fast approaching end of life. I'll mention @buddy9 now as…
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Dad died leaving half house in trust, what to do next?
Hi, sorry to start another thread but I couldn’t see recent posts similar to my situation. My parents, tenants in common, set up mirror (?) trust wills so that on the first person passing their ‘half’ of the house goes into a trust - the trust period is from the first parent’s death until the second parent’s death (sorry,…
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Discretionary Trust Will
Hi, I have just read a big article in the Telegraph recently about discretionary trusts being set up. I wonder if someone can give me a bit of advice. I do have a solicitor but want to make sure I have the correct information before seeing them. My dad recently died and we are near to finalising probate. The solicitor has…
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Inheritance Tax IHT400 / IHT403 submission - Reserved Interest Trust
My father has passed and entered into a Reserved Interest Trust in 2006, the beneficiaries being his children. He relinquished ownership of the investment (to the Trust), but was nevertheless able to withdraw 5% of the capital per annum (effectively tax free), which he did. Does this mean IHT403 needs to be completed and…
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Intestate situation
Sort of using this as a shoulder to cry on ,and no doubt i will get a few hard hearted responses but maybe a few sensible ones i sort of know the answer anyway as its seemingly very clear cut wifes father died couple of months ago-youngish age and out of blue -it sadly happens. she was 'close'and still very upset -will get…
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Paying Inheritance Tax
Hi Im executor of my aunts will, and have just completed the IHT400 and now looking to pay the tax bill. Im just going through the companies that will release payments direct for tax payment to HMRC and have a number to ring to confirm if they can tomorrow, but wanted to see if anyone knew if you can use FRISA and ISA…
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Lasting Power of
We like the look of the online service provided by Which for Lasting power of Attorney for both Health and Finance situations .Has anyone onboard chosen to go down this route and if yes how did it go? Also if done online do you have to print off documents to have them signed or can they be signed electronically? Thank you…
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Will made before marriage
When making a Will in anticipation of getting married that you do not wish to be revoked by the marriage is there any specific wording that needs to be used?
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How to successfully complete C1 probate form Scotland?
Is there anywhere online I can see an example of a successfully completed c1 Scottish probate form?
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Liferent Trust (Scotland) and Council Tax exemption
My mother’s half of the house was placed inside a Liferent Trust with my brother and I as trustees back in March when she died. Dad continued to live in the house but has recently passed away. As the house is unoccupied for now and will eventually be sold once Confirmation is gained, I was looking at the situation with…
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Form PA1P by post and ID
Applying for probate by post using form PA1P. Do I need to send ID with the application form ?
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Merged: Contacting court about contesting will
This discussion has been merged.
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Merged: Contesting a will at court
This discussion has been merged.
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HT400 Form
I sent the HT400 and associated forms off 3 weeks ago. I haven't heard anything and I understand that once 4 weeks is up I can apply for probate. I used 1st class signed for but it is still saying it has been received by the post office but not signed for by the receiver. I haven't used the service before. Does it usually…
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Excepted estate and paperwork
Hi folks I'm sorry if I'm going over old ground on here but I'm going to finish filling in details soon on a probate questionnaire that helps the solicitor fill the forms in for me as they are acting for a fixed fee for applying for probate only so just filling the forms in really. I'm doing the rest of the work. A couple…
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Letter of Administration and council tax
Hi all, Can anyone advise what is the protocol from council tax after dewth for a property which letters of Administration are needed to deal with as there is no will. Have only just received so not spoken to council but they are requesting just short of £200 for the period from death in Jan to April 2025. I just want to…
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House deeds
Hi, just an advice as I need to make sure I'm doing the right thing. My husband is the sole owner of the matrimonial home, mortgage paid of in 2019,we are together for 16 years.Second marriage to me, 3rd for him. Recently I've noticed some strange activities, change of will etc probably under the duress of the family so I…
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Executor-dative Application Scottish Borders Sheriff Courts
Hi Community, Looking for some advice from this forum. I have read lots of useful information on here and plan to post an update to help others once iv completed my journey with this rather frustrating process! Question is..... Where can i find, or reference a template to apply for Executor-dative for my Mother? I was…
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House valuation for Confirmation purposes
I’ve had three estate agents out to give a valuation for Dad’s house as I’m executor of his estate. No IHT likely as he can use his own NRB plus his late wife’s. The three valuations are £205k/£210k, £220k and £230k. We’re not doing the Home Report till at least the application for Confirmation is done so we know rough…
