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C1 form completion help
I am looking for some help regarding the completion of the c1 form, I naively thought it would be more simple than it is. Page 1: All ok. Page 2: Box 1: How do you name the “Sheriffdom” for Glasgow? Box 2: I am the executor of my mother’s estate along with my sister, could anyone suggest wording for this section? If I am…
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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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Beneficiary problems
My mother is one of 10 relatives sharing the estate of their late cousin. She isn’t an executor but a beneficiary. She doesn’t know or have contact with the executors. Her cousin died over 4 years ago, leaving a will with a firm of solicitors. The solicitors are not local to my mum or her deceased cousin’s property. I…
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transfer of inherited property
Hallo, My dad died in December and left his flat to me and my 2 siblings. It's worth about £140k. We intend to sell it. We just got probate so I have looked into notifying the Land Registry of the need to change ownership to us as beneficiaries which I assume is a pre-requisite to being able to sell it. I have already done…
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Probate Application - figures requested on Probate Application differ to IHT Online Checker
Once we have done the Online IHT checker, it comes out as no IHT payable - which we expected. The printed calculation to accompany the Probate Application shows the same figure for Gross and Net Probate Value. However, after putting in these figures, the calculation throws out a different Net Value. We can identify the…
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help me do a will
Hello Hope you are all well. How do you go about finding solicitor to write will and do POA I realise its free will writing month but happy to pay. We want mirror wills and POA sorting and we want to keep the wills at home. Is there an association that we can check for a local accredited one? I did a quick search on MSE…
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Completing probate online
I have just sent FIL inheritance tax forms off and know I can’t apply for probate until I receive a code number from HMRC . Can I start the probate forms online and save them so that once I get the code I am all ready to apply. Thank you
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Determining end date for administration period - help needed...
I am in the midst of drafting a "informal arrangements" letter to HMRC for the tax due for a simple estate. I understand that the administration period started the day after my father passed away. However, I am struggling to work out what to specify as the end date of the administration period in the informal arrangements…
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Death in Service 18-25 Trust
I wonder if anyone could clarify this for me. My sister recently passed away and I am executor. Her will also appoints me as Trustee in respect of her estate with her 19 year old son inheriting a residual cash sum - I am the Trustee for that until he is aged 25 as per the Will. Thus as I understand it this creates an 18-25…
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Executor-dative scotland
I have completed a template to petition the court for executor-dative my mum passed away with no will and estate is above £36k.any advice on how I have completed the template
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Are wills valid if stapled in top left corner?
I have a will written by WSL will writing (paid £150) I think back in 2020. I have been really happy with their service. However today since its free writing month i called a local solicitor recommended by the charities linked to the offer Chase Morgan Solicitors179A Dudley Road, Wolverhampton, WV2 3DR to ask if my…
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Free and Cheap Wills discussion area
This thread is to discuss the Free and Cheap Wills guide Just click reply to discuss
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Grant of probate
Hi, My dad recently passed away and my mum and dad set up a life interest trust on their will. We recently had a letter from the solicitors to me and my sister regarding costs, we have found out that we can get a grant of probate through gov online which is a lot cheaper. They have quoted over £3000 for this and land…
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Moral issue
Hi I am an executor of a will that left all monies to four adult sons Unfortunately one son died just before the father . He has three sons Two with his first wife one is 19 one is 11 He was divorced and met a new partner who had a daughter aged 11 They lived as a couple but did not marry and had a son who is aged 1 now It…
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Inheritance Forms
Good morning My friend recently passed away and im dealing with his estate, we are at the final distribution stage and already have probate, theres no tax to pay and the estate sits at £280k. We have kept records of everything, theres no debt so all really straight forward As we have a will and probate, are there any other…
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Excepted estate and IHT - Probate Registry query
Dad died recently leaving all his assets to mum, his widow. His finances were simple, assets just being a share of the house, shares and cash. No international complications, trusts or anything like that. The value of the estate is c£700k. I have read all the guidance multiple times and as far as I can see, this is an…
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CGT worries
Hi...me again. I've completed the IHT400 forms and waiting for my code for Probate. The estate is well under the iht threshold with various allowances. I used a zoopla estimate for the house, the highest of the 3 it gave me. I now know this isn't a good idea but my dad's house is over 3 hours away, I work and what with…
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Aviva Life Insurance Policy
Hi, I have been dealing with the estate (less than £100k in total with no property to sell) of an elderly family friend. I have successfully applied for probate, successfully claimed & closed 2 life insurance policies from Sun Life, and closed & received his money from his bank accounts. But having trouble claiming a small…
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Free Wills Month (Life Interest Trust)
So Martin, we have great offers for standard wills but as society has evolved over recent years and the emegence of blended families, is there the appetite to do something specific for a life interest trust? My siuation is as follows and it's a little complicated: 3rd marriage - no clean break order from 2nd as she refused…
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C1 Confirmation in Scotland
I have completed the C1 document and the net estate is less than £300k and not liable for IHT. Q1. I have noted £8k of family cash gifts on the C1 in boxes 23, 24 and 25. (Boxes 9, 11, 15 plus inventory are all £8k less) Do I need to note an expanation / breakdown of the cash gifts on the C1 or any other document to…
