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Dads death and probate
My dad died just before Christmas, About 12 years ago he put the house £300 grand into a trust between dad,mum(both now deceased mum before dad ) and me and sister He also left about 140 grand in bank acc From what I can gather when filling out the probate paperwork do I work out his part of the house as a third of 300 ie…
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Abuse of 'Power Reserved' status
As an executor of my Father’s will, I was excluded by one of the other executors by them applying for ‘POWER RESERVED’ status without my knowledge of permission. This has been abused for personal gain on behalf of the said executor. I have been trying to resolve this for over 3 years now and despite rising legal costs I am…
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Wills and CGT
my mum and dad were married 30 years before dad died. His will left 50% of the family home to mum and 25% each to my brother and myself. Of course, never acted on the 1/4 each and of course, in our eyes the house was and wood always be mums. almost 20years later, mum died.her will straight forward 50% to myself and my…
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Completing C1 Confirmation Form - limit to words?
I have just had my first attempt at the form rejected by the local Sheriff's Office with just one piece of advice concerning using the full name each time but the other necessary amendments I'll need to figure out for myself. Returning to avice on this helpful forum, I am amending para 2 on the form. Is there a limit to…
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Land registry
Please could someone advise how to amend land registry to reflect historical passing of joint owner of property. It is currently showing both owners. Any advice appreciated. Thanks.
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Probate Lack of Progress
submitted June 25. Asked for various information at least twice. Simple husband to wife transfer. All hmrc paperwork in order. Nearly 8 months down the line and still no progress. Latest is that the case is with a specialised team, they wont tell us anymore on the phone. Tearing hair out as close to a year since death of…
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DWP asking for my bank details re my dead mothers Assistance Allowance
I’ve received a letter from the DWP for my bank account details to be sent back to them by post. 1. I am not happy sending these details to them by post. And 2. Why are they asking me for my details. thanks
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Gifts from Income
Hi My mum passed away recently and as executor I'm completing the IHT400 form in order to claim her RNRB, her NRB and the transferable NRB and the RNRB from my Dad who predeceased her. Total estate value can therefore be £1 million before we owe IHT. I'm stuck on the gifts from income bit - IHT403 - my Mum gave my sibling…
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CGT on Discretionary Trust Following Beneficiary Death
Hi, and thanks in advance for any responses. (Based in Scotland) My mother and father put their house into a Family Protection Trust (Discretionary Trust) in 2009. My father died in 2019 and mum died December 2025. They had lived in the house since 1958, and mum still lived there until her death. We are now in the process…
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C1 Confirmation wording - Scotland
I am helping to complete a C1 form. The C1 is fine apart from the declaration page. In the deceased's Will he nominated wife as executor nominate, and his two daughters as reserves. The deceased's wife has predeceased him leaving the two daughters as default executors. Both have agreed the eldest will be the main executor…
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Second parents death and totally confused with IHT
Father died in 2014 when half of their house was left to me to hopefully prevent IHT. This accounted for £175000 in value which i understand was taken from his allowance of £325000. No extra allowance as available then so only £150000 to transfer to my mother who has recently passed away. So her half of the house which now…
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Query re bank account and my status
Hi all I'm applying for grant of letters of administration following the death of my mum in early January. (She died without making a will unfortunately). I had a joint bank account with mum since 1993. Upon her death she has been removed from that account and it is just in my name. I intend to share the money in that…
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Query re probate application
I’m about to apply for probate as my mum just passed away. The house / title is in my late father’s name. He left house to mum. She then left house to me and my sisters. But title/house still in dad’s name. Am I about to encounter a problem before I start. ?
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Need for a Trust or not?
Thanks to those who replied to my previous threads, very helpful. I’m helping my niece sort out her late mother’s affairs. She left a will, but both executors have died, so we know about the need for letters of administration. One of the beneficiaries is under 18 and we’ve already established that two adminstrators are…
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Son's widow unsure what she's entitled to
This discussion was created from comments split from: Letters of administration / poers of probate.
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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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Gifts from surplus income and monthly Discounted Gift Trust receipts
Yet another question on gifting from surplus income. I am being told that regular monthly receipts to the settlor of a Discounted Gift Trust are considered as capital, not income. (in this specific case with an annual value equal to 5% of the original fund). A quick google search seems to suggest this is the case. The Gift…
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My Estate Management Spreadsheet
Having recently navigated the complexities of the executor process, I know first-hand the weight of that responsibility. When I was first faced with an estate to administer, I quickly realised that research alone wasn't enough. As an executor, you are legally required to count every penny and, crucially, adhere to the…
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Transferring name on house deeds following parent death
My mother died leaving me her house. I am the executor of the will (along with my husband) and sole beneficiary. probate has been done and granted, there is no mortgage or debts on the property and it is freehold, but now trying to work best and cheapest way to transfer deeds to my name. Can someone simplify what I need to…
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Inheritance tax and joint tenants/ tenants in common
I need help deciding which is the best option for me and my brother. We have both inherited my mums house and want to keep it and live in it but need help deciding whether to change the deeds to a Joint tenant or tenants in common? Which is the best option for paying less inheritance tax when one of us dies?
