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Eon!!!
Hi my mother has recently passed away suddenly leaving no will, she had her energy with Eon next. I contacted Eon to inform them of her death and forwarded the death certificate we found mum is in £133 credit so asked for a refund here’s where the fun starts. 1 advisor said you need to be the executor of the will or have a…
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House in deceased husbands name only and spouse is sole beneficiary in will
Please can someone throw some light on this ... My FIL died recently and I'm helping my wife sorting out what needs to be done, and have come across an unexpected hic-up In laws were a married couple, the will names surviving MIL as the sole beneficiary, but on looking at the deeds of the house it seems the house was held…
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Probate & Intestacy
I wondered if anyone could help please. My dad sadly died in July last year, probate
was not required and his bank has released the money. I am an executor and have not released funds
yet to my two brothers as waiting to sort his headstone. A solicitor has been in touch to say my dad’s uncle by
marriage (my great Aunt had…
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Help buying a grave plot
My mum died suddenly 15th January 2024 She wanted to ve buried the family plot with her mam and dad. Her funeral was 7th February and we have learnt that you need to purchase the plot before we can put a headstone on. We didn't know anything about this and heart broken due to not working and being a n unpaid carer for my…
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How to split a will
My Mum is 88, so the question of her will has concerned us
lately. Her estate consists mostly of her home, worth something like £170-200k. She had the house as Tenants in Common with my father, with everything
left to me, so I now own half of it (my father died a couple of years ago). Our dilemma is this. As things stand,…
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Greedy sister
Orginally I was told by my parents that I would have 30% of my parents house on their passing, my sister would have 70%. We were added to the land registry. 2017 my dad died, in 2018 my mother changed her will to were I was to receive 5k for me to sign my right of my parents property to my sister. My sister refuses to tell…
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Refunds to Estate
Putting together the final accounts as executor of my Dad's estate (Non IHT estate) & calculating his assets on the date of his death. Since then numerous refunds have been made by such as DVLA, HMRC, DWP, Council Tax, Subscriptions etc. Given these were payments he made during his lifetime should the refunds be listed as…
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Solicitor location in relation to deceased
So, I intend to employ a solicitor to deal with the estate of my brother, I live three hours away from his home (he died at home). I have rung two solicitors local to myself, who both seem surprised that I am not using somebody based near my brother's home, so is it normal to use one local to the deceased or local to the…
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Letters of Administration
In what circumstances would letters of administration be needed when someone dies?
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Transfer Nil Rate Band
A basic question please. I am told applying for probate is straightforward but I find some information availble online confusing/contradictory. I am executor for my mother's will and I have been told (by a solicitor) that I need to transfer my father's nil rate band by filling in form IHT217. There is no IHT to pay. When I…
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Online will
I'm seeking advice on writing an online will. There will only be cash involved and 3 family members. Can I leave values to them in percentage terms?. Any reputable online providers? Tia
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Intestacy - Foreign Assets
Does an administrator ( the deceased died intestate in England) have to disclose the deceased's foreign assets to the beneficiaries? The assets are in India
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CHARGABLE EVENT CERTIFICATE ON DEATH - DO I OWE THIS?!
So I’m sorting out my deceased father’s estate, and he had a life assurance bond. I’ve today received a letter from the company stating it is part of my father’s income for the year of death (2023). It states the number of years, gain amount of around 100k, tax treated as paid of 20k. It says I must declare this to the tax…
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Changing executor on a will
My parents wrote mirror wills 30+ years ago when I was a teenager, appointing my two eldest siblings as executors. Around 10 years ago I took out POA for both parents for Property and Finance, and I have been happy to manage this since. My father died a few years ago, and I was able to arrange everything on my mums behalf.…
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Guide discussion: Probate: How to do it yourself
Probate: How to do it yourself guide. Click reply below to discuss. If you haven’t already, join the forum to reply. If you aren’t sure how it all works, read our New to Forum? Intro Guide.
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Stocks and Shares questions
Hello all, I hope you are all keeping well. I was wondering if I could get some help regarding stocks and shares form for IHT. Apologies in advance if they're obvious questions, I just want to try and avoid any errors. 1. Market price per unit : I am getting a little confused with the value of shares - could someone please…
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IHT405 form - intending to sell within a year question
Am in the middle of filling in the IHT 405 form where you include details of any houses/land/etc belong to the deceased - we have one house to list. One question near the end asks whether you intend to sell any property within 12 months of the date of death (and also do you want to use the sale price as the value at date…
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Understanding A will
I give any house flat or dwelling that I own at the date of my death to my trustees upon trust to sell the same with power to postpone the sale thereof for so long as they shall in their absolute discretion think fit. I am the beneficiary and would like to keep the house, do we have to sell the house or can we keep as the…
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Under IHT Threshold - PA1P and IHT Questions
Good afternoon, my father recently passed and I am trying to fill in PA1P for his estate. There is no IHT due. I'm just doing a practice run before applying online. I am having a little bit of trouble filling in question 7: Inheritance Tax, (7.6, 7.7 & 7.8) regarding additional forms IHT400, IHT207, IHT421 IHT207 for those…
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Inheritance tax advice??
Hi folks A family member was advised that they would avoid paying inheritance tax by gifting there house to there child if it was done 7years before her passing. They’ve now come to realise that because they still live in the house this may not be the case. Who is the best person to talk to regarding these kind of affairs?…