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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…
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House in will, using estate cash to improve?
A will is being split where the house is going to a few people and the residual value of cash is going to another set of people. So for example, let's say the house has been sold for 300K and there was 100K in cash and other assets. So, not withstanding any special terms in the will, just in general... 1. Can the cash from…
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Stressed out Mum..HELP
*Complicated* I jointly owned our home with my ex partner when we purchased it in 2012 as joint tenants. We separated in 2019 and I continued to live at the property with our 3 children. After I did not agree to sell, he severed our our tenancy in 2021 via a solicitor, I did not agree and didn't sign any paperwork. I was…
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deed of declinature in Scotland
Hi everyone, first time posting. my father recently passed away, survived by my mother. she is 86 and doesn't want to deal with my late father's estate. As an only child, I wish to apply to be appointed as executor, and I have completed a Form C1 and an inventory. however, the sheriff's court clerk's office says they…
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Missed information by CLS what can we do?
Following the death of our mum, we engaged Co-op Legal Services to sort out the Probate as Mum had her funeral plan with them and in her eyes, they would make sure everything was done properly. It should have been straightforward as dad had passed 4 years ago & everything became Mum's. There is only 1 son (my husband) and…
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IHT discount on jointly owned (and occupied) property: 10% or 15% ?
Apologies up front for the long post... My partner died in Jan 2024. We were not married nor in a civil partnership. The value of her estate is above £325,000 so IHT is payable. I am the executor of her estate. We jointly owned our residence (50/50, joint tenants) in England, where I continue to live. Neither of us owned /…
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Life assurance bond and tax
Hi My mother passed away earlier this year and as part of her estate, she left a life assurance bond. Upon her death a changeable event occured and the bond was paid out to her executors, me and my sister. I received a letter soon afterwards with a chargeable event certificate within which it gave an amount of tax treated…
