-
Beneficiary won’t acknowledge receipt of final (residual) distribution
Have I fully completed my obligations as Executor if one person has not banked their cheque or confirmed (using the SAE and pre-printed acknowledgement letter I supplied) the receipt of Estate Accounts and their share of the final distribution ? The individual has replied to an email to confirm they “think” it arrived, but…
-
Grant of Probate and Release of bank funds
I opened Executor Accounts at Lloyds Bank shortly after my mother's death. The account, with balances, was blocked pending receipt of the grant of probate. To my surprise, HMRC handled the IHT within 3 Weeks and Probate took only 2 Weeks. I contacted Lloyds Bank and instantly forwarded them the Grant of probate. I was told…
-
"Normal Expenditure Out Of Income Exemption"
If I gift my 3 grandchildren £3000 each (total £9000 a year), every year to go towards their future etc. and have been for the last 7 years. The money has come from income that does not impact my life (not from my savings). Does that come under the 7 year rule? Can this count as Normal Expenditure Out Of Income Exemption…
-
Do I need letters of administration?
Hi all, my mother passed away a couple of weeks ago, and she left no will. She was not married and I am one of 2 children who can now administer the estate. I am trying to work out if I need to apply for a grant of administration, and would appreciate some advice. My mothers estate consists of £12,200. This is roughly…
-
Legal administrator of estate best option
I hope I'm posting in the correct place. I've recently drafted a new will via an online company. I have no children alive, no grandchildren, divorced & live alone. I do have a sister, older than me who has cancer, so chances are she will die before me. I'm now in my mid 70's. My issue is that I have nobody else close who…
-
C1 2022 help
Can ypu help me please I completed the C1 2022 and it was returned from local Sheriff Court advised me to send to Edinburgh as over 36000 and my dad lived in Spain and died in Spain and they advised to seek a lawyer, we have one in Spain do i need another for Scotland or can i just submit application myself?
-
Dealing with death
Found out sunday my wife has a very short time left, i am lost,numb and struggling to hold myself together for her. How do i even talk about it with her, neither of us have planned for this but here we are………………sorry
-
PA1P Form - Grant of Probate
Hello, I am completing form PA1P - application for Grant of Probate. A couple of the questions state "Only answer this question if no executor to the will is applying". I am executor. This sentence is so close physically on the page to the next question, I am not sure if it relates to the question above or below. The…
-
Questions about inheriting a house
In my parents Will , they have left half the house to me and half to my brother.I live elsewhere but my brother currently lives there with them . ( he has little money and no job) When the time comes he has said he wants to remain living in their house. ( don't know how he thinks he will afford that …) Would I be…
-
South West Water Probate and Bereavement Complaint – Debt Collection Threats Before Probate Granted
Has anyone else had difficulties dealing with South West Water during probate/bereavement administration? I’m acting as executor for my late grandad’s estate and, honestly, every other bank and utility company has been understanding and straightforward to deal with apart from South West Water. I notified the death through…
-
Do I need a new Will?
Having recently married I am adding my wife to the title deeds of my house which I owned before the marriage and we now live in as our main residence. This wasn't something we had previously thought about as she owns another property that was her home before we started co-habiting. My current Will states "Upon my death I…
-
3 trustees agree, one does not
Probate has been granted and all trustees agree that the empty house must be sold. However one of the four will not agree on the estate agent to be used. They find spurious objections (eg the standard agency contract from a nationally known agency is “unlawful”) to any but the agent they personally prefer. That agency is…
-
Making large gift. How do I allow for IHT?
My parent died with no cash in their estate. However, they owned a property jointly with me, which reverted to me by survivorship. As my sibling didn't get anything from the estate (though they benefited from a large gift from her when she was alive), I wish to share some of the proceeds from the property which has now…
-
IHT423 & NS&I
We have a small (approximate 5%) balance left to pay for Inheritance Tax. It is the sum we requested NS&I to send directly. NS&I state they are currently only dealing with correspondence received before 19 March, our letter was received by them on 22 April. (sent via tracked letter so we know this is the date they received…
-
C1 - awaiting NS&I figure
NS&I have told me it will be another month before they respond to my initial notification of Mum’s death which I did online on 8 April 2026. I have all other figures for the C1, except the interest figure from NS&I on her fixed term bond up to the date of death. Is it permitted to put an estimated figure on the C1 for this…
-
Savings account in joint names
Hi, we are currently dealing with the sadmin of close family member who has passed. If a savings account was held in joint names, do the funds automatically become soley owned by the survivor? And not form part of the deceased's estate? Thanks
-
Income and Dividend taxes : Update
Hi all, Looking for a little bit of guidance/confirmation on estate taxes (not IHT) liable on gains/losses between the date of death and the date of final distribution(s). Due to the sums involved it's likely there will be tax owing to HMRC at some point. My understanding is that we will have to pay tax at 20% on any…
-
Contradictory advice from solicitors
good afternoon all I have a slightly complex situation that I would appreciate advice on Almost 2 years ago my father died. A week later my mother also passed away. Although they had been divorced 30 years, my father left half his estate to my mother My mother’s estate is being dealt with by a local solicitor as of the two…
-
Probate - What do we receive?
Hi, My brother and I applied for probate with a will, earlier this year. When we applied (direct on gov website) for "Grant of Probate" we paid the fee (£300), and also purchased 5 additional copies at the same time. We received the 5 "Grant of Probate" copies with the seal (hologram) on the paper, but we have not received…
-
Help with downsizing allowance.
I know that everyone has a £325,000 allowance and also main residence allowance of £175,000. We sold my fathers home in 2023 for £135,000 to fund his care home fee's.He has just recently passed and are starting to look into his estate. My question is are we allowed the full £175,000 allowance or just the £135,000 that we…
