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New simple will needed
Stepmother in law made a will 2 years ago which would have split an estate of about £200k about 6 ways. Since then she has become terminally ill with maybe only a few months left. Her condition has required a considerable amount to be spent on her care to the point where she is close to the £23k when hopefully the council…
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Executor Expenses
Can allowable executor expenses be taken out of the estate pre IHT if payable, hence reducing IHT?
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Money, residential care costs and LPAs
So my parents were always very generous with their money towards their four children, of whom I am the eldest (especially my sister who's financial position has not been as comfortable as the rest of us e.g. they would buy and pay for the upkeep of her car, regularly help out with larger bills etc). For me, I have…
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Probate Timescales
As it seems to come up as a question from time to time I applied online and paid on Monday of this week. posted original Will Tuesday, tracking showed it was delivered Wednesday which was acknowledged by email on Thursday stating it would be reviewed. This morning got an email saying it was granted. Less than a week! All…
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Estate trust and will responsibilities
Hi, I am the trustee for my Mum's estate. She is still alive, but created a trust in 2011. She also has a will. It turns out the will is unsigned, as she never got it done, but I am conflicted about what my responsibilities are. My Mum has very limited mobility and has been diagnosed with Alzheimer's Dementia. She was…
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Coop Discretionary Trust and Probate service
Hi all, I'm wondering if anyone may have some advice for me. My father sadly passed away recently but, had updated his will this year. He's set up a discretionary trust for myself (and another beneficiary in case anything happened to me first) as I'm on ESA and PIP due to my own health issues. It seemed like a great idea…
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IHT411 accrued interest on gilts
I am filling out an IHT 411 in relation to a deceased relative's estate. That relative had various conventional gilts. I have seen the earlier thread on this subject but got rather confused! My impression before I read the IHT400 notes is that you would either include the gilt at the dirty price, or at the clean price and…
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Estate values not accepted on Probate Application
Applying for probate, we used the Gov UK form to calculate IHT (which came out at 0) and transcribed the figures for the net and gross values from the results into the probate application. We've now received a response to say that two of the figures are wrong "The net value for Probate is higher than the Net value of the…
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Quick question about when estate administration ends
I have had some great advice here so thought I'd ask a hopefully quick question. My dad died in Oct 2025, we are now at the closing parts of sorting everything out, we have 4 Grants and I send 3 out at a time to various providers, and then as they come back in I send them out again to others. So some providers have…
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Execs cant agree house price
Hi everyone, my Dad is an executor, along with his 2 brothers. The Property has been listed at 185 for 3 months, in that time it's only had a dozen views and one offer, of 160. Dad values it roughly at 155 to 160,so readily accepted the offer, the other 2 execs didn't. In the last week the 2 estate agents involved…
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Inheritance tax
Hi everyone can't seem to find an answer but I've been doing my mum's shopping for the last seven or eight years using my bank card then then I get to her house she gives it me back via bank transfer twice a week.As a heavy drinker and smoker this could mount up each week to around £200 to £300. My only evidence would be…
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House Deeds
Hi, Firstly apologies that I couldn’t see a forum regarding wills and estates but feel free to move this post and or tell me the most appropriate forum. My father recently passed away leaving my Mother. She is 94. We have a copy of her will the text of which leads us to believe that the house is in her sole name. However…
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Land Registry Forms - Assent Transfer
Hi, looking for some help to make sure I've completed the correct forms. If @Land_Registry is able to review that would be brilliant, TIA. Background - parent passed away leaving estate including a property to my sister and I. We're also the executors of the estate. A deed of variation has been completed leaving the…
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Flexible Life Interest Trust and IHT
Hi all, I wonder if anyone can help me. My Dad died earlier this year (survived by my mum) and this triggered the creation of a FLIT (with mum as life beneficiary) which means we do not have to pay inheritance tax right now (only when the FLIT comes to an end). I am in the process of applying for probate for Dad's estate…
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LPA Problems
We have set up LPA's (my wife and I) in the most straightforward way with a solicitor and sent off all the forms in February 2026. We got notification from the Public Guardian that both LPA's had been registered on the 8th June 2026. Eventually my wife's official LPA arrrived at the solicitors and a registered copy sent to…
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Dads shares recoup
hi dads passed away but left me and sis about 30g in shares (American companies) the forums to fill out are an absolute ball ache Are there companies that do this for you and can you tell me one?? thanks in advance Mike
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Best ways of checking for bankruptcy
Hi all. I'm an executor for my wife's aunties estate and we are approaching the stage of distributing the proceeds to the beneficiaries. Several of the beneficiaries are not that well known to me, and I'd like to check them for bankruptcy. From my research it appears that there are three different ways of doing this - on…
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C1 confirmation application
Hi Buddy, I’ve just had C1 returned due to a number of issues with completion. I’ve attached photos of form & wondered if you could help me, have also included my covering letter. Many thanks (Images removed by Forum Team)
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Will executor nightmare
I have been named on the will as executor to my recently deceased step-mothers estate. Named on the will as joint beneficiaries are myself, my brother (her other step-son) and her own son and daughter, with all receiving a 25% share. As far as I'm aware the only assets she has are a bungalow, which her son, daughter and…
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Informing Beneficiaries
When executing a Will is there any point before distribution that you are obliged to tell beneficiaries that they have been left something? I realise that once probate is granted it is a public document but they are unlikely to find out that way and there is no reason why they should expect anything. Probably sounds a bit…
