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Overpayment of Pension Collections
Hi all, my mother received an overpayment of pension letter from the DWP about a year after my father passed away. I checked the payments made and found that there was one made on the day of his passing (technically while he was alive), but not after that. I also read the Martin Lewis post about ignoring these types of…
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How long did it take?
How long does it take after the person died, to handing out the money?I am guessing a total of six months would be normal. To sell a £250k house and £50k, maybe there are delays with the council/government?
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Dealing with an intestacy
Hello everyone, I'm dealing with the death of an elderly relative who didn't leave a will. I was her next of kin in terms of social relationship. She was my dad's cousin - making her my 'first cousin once removed'. Her closest relation is an uncle who does not have the capacity to deal with probate and has signed a PA12…
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Legitim (Legal Rights) and Transferrable NRB
In Scotland and trying to figure out what NRB can get transferred to a Wife based on 2 scenarios. Husband's will is about £270000, leaving everything to wife, plus £10000 to grandkids, roughly £10000 in PET's. Scenario 1. 3 Children claim legal rights Scenario 2. Don't claim legal rights. Any help appreciated, and also is…
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IHT400 potential correction.
Parent A dies and leaves everything to parent B. In the last two years before parent A’s death the parents jointly gifted £300k. Parents each have IHT £325k and RNRB £175k. Joint estate after gifts is £600k so no inheritance tax. Savings are with NS&I who require probate. Parent B as Executor did probate and completed…
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Facts around Will and trust, abuse of vulnerable people
My parents changed their Wills 48 hours before Mum went into a dementia home, and a month before Dad died as predicted. The main reason for the change was to protect the estate from care home fees. My Mum did not need to update Will as Dad was dying. This appears to be a deliberate attempt at depreciation of assets. With…
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Grant of Confirmation
Hi, I’m trying to fill in the form for Grant of Confirmation for my dad’s estate (C1). I’m trying to do this on my own without a solicitor. I think I understand the main issues, it should be such a simple situation, but what exactly to put on the form is driving me crazy :mad:. Would be grateful if anyone could help.…
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Inheriting property abroad where there is also a right to remain
Hi, My daughter stands to inherit a 1/3 share of a house in Spain after her gran passed away (her gran lived in Spain). Another family member has a right to remain in the property as long as they stay in Spain, as I believe this is stated in the will (and they will also inherit a 1/3 share). My daughter could end up…
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Questions after receiving probate - Can you help?
As the executor, I followed the DIY route described on MSE and have recently received probate for my mother’s estate. I am awaiting two financial services to transfer money to an account set up for this purpose. Once this is done, I should be able to prepare the account and distribute the estate as set out in her will to…
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Probate: 99%/1% property
A property is split between a son and mother with a 99% / 1% split in the sons favour. The mother lives in the property and has rights to live there until she passes on. He is now deceased, with his will stipulating that his 99% is left to his daughter. Ideally it would be good to resolve this before the mother passes on,…
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IHT Probate and excepted estates
I am hoping you can advise Mother passed away 2023 will left all to her husband. 300k house jointly owned and father also has 110k in normal bank account and 12k in shares. Gifts may be below allowances. We will have to go through 7 years statements and bank stubs to check. We had to use our Amazon for all needs and goods…
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Net qualifying estate value for IHT:
I'm attempting to deal with my late father's probate and have come unstuck at the first hurdle! He was a 'tenant in common' with my surviving mother and has left everything in his will to me. What do I enter in the box that asks for 'Starting with the net value above, take away the total value of any assets passed to a…
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Leaving 10% to charity in a Will
I know that if you do this, the IHT taxation rate is then reduced to 36% from 40%. But does this only apply to ‘cash’ assets, i.e. property is a separate thing, or is your whole estate (including the property) used as the figure from which you bequeath 10% to charity? When he died last year, my Mum inherited my Dads…
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A bit more clarity on IHT / Pensions
https://www.accountingweb.co.uk/tax/hmrc-policy/welcome-budget-change-reduces-risks-for-executors Whether it’s going to make it easier for beneficiaries, who knows.
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Money Moral Dilemma: Should I pay my sister half the money our deceased father gave me?
This week's MoneySaver who wants advice asks... A few years ago, my father gave me £30,000 to help pay off my mortgage. My sister agreed with the arrangement, and I signed a piece of paper to say that I'd received it. My dad's now died and, once probate is granted, my sister wants an extra £15,000, or half of the £30,000…
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Length of time for probate for death of a foreign domicile
Hi, Does anyone have any recent experience of timings for probate when the person who died was domiciled abroad? (France in my case). Just wondering really what sort of timeframe others have had so it might give me an idea. I reached my 12 weeks just recently and called them. They have the file but all foreign domocile…
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Please delete
Please delete Thanks - Will
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Council refuses to allow grave stone inscription
A couple of years ago my father died and I asked the undertaker to arrange a new additional horizonal grave stone to be added to an existing vertical grave, with my father's name on it. This was swiftly done. This year my mother died and I asked a local stone mason to add my mother's name to the new stone. They asked me to…
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Estate planning - confused about what I am entitled to
Hi All Firstly, I know that i might need some professional advice on this, but I also like to have a bit of an idea as to what I am talking about first, so hoping some of you can help me and give me some advice. First some context - My dad unfortunately passed away last month, and me and my mum are trying to sort out the…
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Excepted Estate reporting estate value with no IHT to pay
Hi I'm helping to sort out probate where there is no IHT to pay as everything passes from the deceased to their spouse (below the thresholds etc). On the probate online page I have entered the estate value from the IHT calculator tool, but on the page below it it says "If you apply for probate for an excepted estate,…
