-
Contesting a will/expression of wishes
my father passed away December 2025. years leading up to my father‘s death he was very expressive about his will which we saw and was discussed on numerous occasions. He remarried three years ago and his wife told us on numerous occasions she did not want any of his money as he has his own. His estate has now gone to…
-
Cash inside intestate property not declared
As part of intestate rules, no cash inside a property is part of the estate to be retained as chattels/personal possessions of the surviving spouse. I was informed by the deceased, several years ago, that a considerable sum of money was kept in their safe inside the property. What can I do do ensure the safe is checked and…
-
Making a will
hi all, I live in France but I have a house in the UK that I would like to leave to my son when he’s reached a certain age. My UK bank account and online bank account also to be left to him. My French assets would be subject to French law and are jointly owned with my partner anyway. It’s just my UK stuff I need to sort…
-
Probate error of about £10k. How much trouble am I likley to be in, please?
Hello, I made a daft error in am probate application, which I only spotted the day I got the probate certificate back granted. It's a small will, with no property, and no inheritance tax. Essentially, I broke a formula on the spreadsheet used and missed a row, and while it should have been obvious, I didn't see it. I gave…
-
Probate question - Do you need to pay for a house evaluation IF the property is WELL below IHT ?
Hi. About to start doing a relatives probate ourselves. They have a property that was valued 3 years back at 140k. No savings or anything else of value. Zoopla currently says it's £150k. The house next door which is literally identical was sold for 145K in December so we are very confident that it'll be around this price.…
-
How do utility bills get paid when waiting for house sale?
Sorry this has probably been answered before as it’s a pretty basic question I imagine. My mum died and I am executor of her will. Her estate is split 50/50 between me and my brother. She has a house maybe worth 400k (but it had equity released on it possibly 200k to pay back) plus £1000 in the bank, no real other assets.…
-
Inheritance Tax
Hi there Would really appreciate help with a couple of questions about inheritance tax and planning please. If a remaining elderly parent sells their property to move in with their child and family and contributes a large sum towards the new house purchase for them all, what could the repercussions be down the line? Is it…
-
Mum died leaving £1400 in debt- They said they'll wipe it if theres not enough in the estate but..
Mum had a £1000 in an overdraft and DWP want £400 back. She has a house which she left to me and it's valued at 140k. She had zero savings and both the DWP and the bank have said they'll wipe it if there's not cash enough in the estate (Both know about the house). However, she just got a refund on a life insurance policy…
-
How do you manage bills for someone else?
I need to manage the bills for my mother, the payments will come through her account as normal but I will be negotating/managing contracts for Gas, Electric, Water, Broadband, Mobile Phone, Council Tax, TV Licensing etc So how do I do this formally so any queries and issues are managed by me but the use and payments are by…
-
As Executor, am I personally liable to pay Council Tax on my late mam's property?
My late mam's estate is her bungalow there's no money. The bungalow has been for sale since July 2025, it's been reduced dramatically and is now at Auction but no bids as yet. After the 6 months exemption for Council Tax, as Executor, I received a Council Tax bill for the remainder of the Council Tax year, to end of March…
-
Putting house in trust - how to guide
I keep reading that it’s best to put your home asset in trust in order to protect finances for your children - can someone explain this process? What are the pros and cons and how do you go about it? What will it mean when the homeowner passes away? current situation is I have a home to pass on to my children - my will…
-
Transfer of property from parents
Hello. I have lived with my parents in their house in England for over 5 years, but they are planning on moving overseas permanently to live with my considerably richer sister and her husband. As I do not own my own house, they are transferring their mortgage-free house to me. However, they may not be able to move abroad…
-
Living in a house that is under probate still?
Slightly complicated situation. My daughter is autistic and in her 20s and still lives at home with me. I am her registered carer. It is likely she will live independently with outside support in the future but at present she does not want to live alone. She currently receives advanced daily living PIP and only works part…
-
When a partner dies
Over the past few years some of our friends have had a partner pass away, and they have relayed to us how difficult it has been to get things sorted out, especially on the banking and insurance side. And the number of death certificates that need to be purchased astonished us. Do you know if there is a lay-man’s guide as…
-
property protection
my wife and I are going to moving to a lodge in a residential park and have just done our wills and power of attorney but was told because we would not own the land of the lodge we could not get property protection, does anyone know away around this thanks
-
Step children and inheritance tax and property
Hi All My husband and I have been together for just over 30 years but we just got married this Jan. He was divorced when we met and has three children. There is a 24 year age gap between us so I am closer to his kids age then his. When we bought the house it was in my name only as it was easier to get a mortgage for just…
-
Delaying inheritance for will beneficiaries
My will is currently split equally between my five nephews and nieces (I've no partner or dependents). While my nephews (who are in their 30s) are all pretty sensible with money my two nieces (and one in particular) are less so. If I suddenly died now (I’m 60 so hopefully not soon but obviously possible) they would each…
-
Additional assets found after letters of administration granted...
I received Letters of Administration based on a sum of money. I have now come across another bank account which would increase the estate value by around 20% (to c £60k), do I need to do re-apply?
-
Still being charged by British Gas
Hi gang, Dealing with nans estate and property as executor, I settled her last bill with BG, closed her account, and shut off the power at the fuse box. Then started getting letters from BG sent to her house addressed to "the occupiers" (notably not addressed to myself or sent to my house as executor which they were doing)…
-
Some confusion with Solicitor advice
Asking for a friend, so possible that I am not aware of all the facts, but will detail the situation as I understand it. A daughter is joint executor with a solicitor of her Mothers estate. Probate is all in place. Her Sister is estranged from the family, and her and her family have only been left with minor bequests. The…
