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Agreement to loan property (an instrument) for life?
Hi there Does anyone have any guidance/wording for an agreement to enable an item of property to be loaned and then revert to the owners? Situation is our stepfather has an item belonging to our late Mum (his partner) in his home. We are happy for him to keep it indefinitely, but upon him not being here any more, we would…
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Closing Bank Accounts for Deceased
I don't know where to post this but hope someone can help me. I am the executor of an aunts Will. She has no assets or property and only a little money in 2 bank accounts. I know I don't have to go through probate but I wonder how do I close her bank accounts. I think I have to send a death certificate and a copy of the…
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Italian Social Services
This will sound like a soap opera, but I will try to be brief. My father-in-law is an Italian citizen residing in Italy. He is 90 years old with a host of issues, mostly mental health related. Since my mother-in-law died last year, he has gone off the rails completely, so much so that the family from whom he rents an…
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IHT forms process?
situation: two executors/beneficiaries on second parent will. Paid for a legal advice session which confirmed all is straightforward, no trusts etc, eligible for 2 x RNRB. Now going DIY. Both executors/beneficiaries in agreement (happily) and other person happy for me to make it all happen. No charity bequests, straight…
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Checking if this counts as an excepted estate and just the PA1P is suffcient
I'm dealing with the probate for my late MIL who was the last survivor of the marriage When FIL died 2y ago everything passed to MIL MIL Will passes everthing to 2 decendants Current numbers are House value : 420K Cash value : 87k house contents: 2k - if that, just a guess funeral expenses : 2.6k - had a prepaid funeral,…
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Advice on preferred cremation document
My partner and I have decided we would like a direct cremation and in a particular city and have found some directors who can conduct this. My family have agreed to this and quite happy for it to go ahead. However we think my partners family would oppose this despite them not having the means for a traditional funeral. I…
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PA16 form causing uncertainty in NSW letters of administration reseal
This is a long shot, but here goes. According to the laws of intestacy, my mum would be the administrator of my dad's estate. But I have done all of the work on the estate (if you interviewed my mum or siblings about my dad's estate they wouldn't have a clue) so I thought that it might be a good idea for mum to relinquish…
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Transferring pension to beneficiary - tax changes
I am the main beneficiary in a will and the financial advisor administering the deceased's pension post has suggested I could inherit the pension and because my relative passed away under 75 years old and any drawdowns would be tax free. This on the face of it sounds a good idea as I am almost 70 and don't have a very good…
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How to amend probate values?
We've recently dealt with my late mother's estate and grant of probate has been issued. The estate value is over the IHT threshold by a small amount however as everything passes to my father (her spouse) it's an excepted estate so there was no IHT to pay. Since the grant was issued we've since discovered she was owed a…
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Canadian Will and POA for UK assets
Might be too niche a question but thought I’d ask anyway. My son and his wife have been in Canada since 2012 and no intention of returning to the UK. They’re currently organising Wills and POA there. Their solicitor has of course advised finding out the situation about accessing UK assets via their Canadian wills and POA.…
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What are the probate solicitors' obligations to benefactors?
My mother died in early June this year. Her will left
everything to me and my brother and specified a local firm of solicitors as her
executor. Her estate comprises a house worth about £600,000, a few thousand
pounds in savings, and that’s about it – no shares, no insurance policies that
we’re aware of, and no debts. I’ve…
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Probate and a RESIDENTIAL park home (not a caravan)
Hi all I'm valuing my late father's estate for probate. He, like many retirees bought a park home on a residential park, not a holiday park (important distinction) and pays a ground rent to the park owners. Because of it's relatively low value, it's considered a chattel (an asset), not a conventional property. I'm guessing…
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Unused inheritance tax question
I am about to start completing the online probate application and need to verify my understanding of unused IHT allowance. My father passed four years ago and left his entire estate to my mother, who has recently passed away. My mother's home was sold to cover care costs etc and her current assets are all in banks ,…
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C1(2002) Grant of Confirmation - sole (executor & beneficiary) have (will & survivor clause)
I'm wondering if anyone help me to fill in the C1 form, please ? I am a sole executor, sole beneficiary. I have will and survivor clause. My husband had no siblings. We have no children. Bank asked me to obtain Grant of Confirmation to release my late husband's fund. I filled the documents referred to Notes to help you…
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Gifts during lifetime for probate
I am trying to work out what gifts need to be included in probate calculations. Guidance seems to suggest ….”Birthday or Christmas gifts you give from your regular income are exempt from Inheritance Tax”. Does this just apply to small gifts under £250? Or does it also apply to gifts over £3000 if paid from regular pension…
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probate search - where to download
Hi I've done a search on the probate register, created an account, searched paid etc. I've received two emails - one with a receipt and the second says "The probate document you requested on 23/10/2025 was processed and is now available for download." There is no link or attachment in the email and it isn't clear where to…
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Liferent Trust (Scotland) with Confirmation/IHT questions
Mum died March 2024 and Liferent Trust came into being with Dad given Liferent use of property till his death. Value of house £200k so half share of £100k in Mum’s Confirmation application. Granted July 2024. Dad died January 2025 so Liferent Trust died with him. House valued at £230k for Confirmation purposes. Lawyer put…
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No will
I recently contacted Probate on line to enquire whether a will had been submitted for a relative following their death some years ago. They sent me a reply saying there was no will. However, I do not understand the last sentence of their reply, copy below. Does anybody have any idea what "la iMul spouse" means. Many…
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Giving money gifts with LPA
My FIL has dementia and is in a care home, my husband and sister-in- law have just sold his house which will pay for the care. They have LPA. The house is well under IHT, proceeds are £265k with not much other savings. They want to gift some money from the proceeds to the grandchildren, as there may not be much more…
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Grandfathers SIPP and other trusts
Hello my grandad passed away two years , my nan is in a care home with end stage Parkinson’s she is 85, they recently sold the house after two years on the market , the will states my nans life time tennant and her my aunty and my mom are trustees , Iv spoken to my mom and asked her if she has seen the trust deeds as…
