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Inheritance payment bank charges
I was left a fixed sum of £8000 in a dear friends will. Her solicitor is the executor and has finally released the funds to all the beneficiaries. However, the solicitor has charged each of the beneficiaries £30 +VAT for the bank transfer. There was no mention of such charges in the letter I received when they notified me…
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Waiting for HMRC code
Hi all Thanks to the amazing advice on here,we submitted the IHT400 and Associate schedules etc two weeks ago. We are below the 500k IHT threshold. Am I right in thinking we now await a code which should be emailed in order to allow us to apply for probate? Assuming this is correct, does anyone know how long this is…
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Directgov Probate Register Question
Hi On the directgov probate search why do some entries state a city name as the registry office and others say principal registry.
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Probate : 16 weeks and counting
Hello ! My father sadly passed away last October, and I made the probate application in November. I waited for the minimum 8 weeks to contact probate service, by which time they had changed it to minimum 16 weeks so I haven't actually phoned them yet. The probate itself is pretty straightforward - a current account, a…
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relatives will/estate
just looking for a bit of advice. my Grandad passed away in 2022 and in his will it stated that his partner can stay in the house until she dies then it’s to go 3x ways between his 3 children (2 are of his partners and Mum was from a previous relationship). fast forward to 2024 and unfortunately my mother has now passed…
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Protection against care home fees
Hi does anyone know what it's called when a married couple agree to leave their half of the house to the children. So that if one dies and later the other has to go into care the authorities can only take half the house. Thanks very much
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Period of administration - HMRC timescales
Is there a way, or does anyone know what the timeframes are, for HMRC to process a period of administration letter from solicitors. I've tried calling HMRC, but I am not the executor of the estate so do not have direct contact with the solicitor to know exactly when the letter was sent, but I expect it to have been around…
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Help with a dispute over my dad's estate
I'm looking for some information or advice in regards to a situation that has developed since my dad passed away last month. In brief, my dad had an unconventional living situation in which he resided in his friends property, rent free, over the last 9 or so years. His friend had moved away to another city. There was no…
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Joint account and ISA
My wife and I have a joint bank account and each of us has an ISA. We are 81 and 80 and I have a good company pension so the ISAs are to avoid tax. What happens when one of us dies? There will be more that £20,000 so will one have to be closed as the survivor will have more than the maximum?
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British Gas - Bereavment
Anyone had issues with British Gas in advising of a bereavement ? Phoned on 16/11/23 to let them know about my 101 years old Mother in Law's passing - scanned & sent Death Certificate whilst on call & gave my details - name, address, phone & e mail. Rec'd an automated e mail in response with the subject 'Thanks for telling…
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Docs not acknowledged/how long ?
I know it doesn’t seem v long but I applied for probate just over 2 weeks ago. I sent back the original will and they still haven’t acknowledged receipt. I can tell by the tracking it’s been received though. How long is the grant of probate taking at the mo? Simple estate, no inheritance tax to pay
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Car insurance
A dear friend died recently, very unexpected. To date we can’t find a Will. He was the owner of two very expensive cars. Whilst nobody is driving either of these at the moment, we feel they should be insured, in case of fire or theft? But how can you insure a car when the owner is deceased, and has no living blood…
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What forms do I need?
For an excepted estate/ no IHT due where we are using 100% of my fathers allowance who passed away March 2009 and My mothers allowance who passed recently, what forms need to be completed along with PA1P? Thanks in advance
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Deceased
Thank you all for your replies and input. Everything is now in the hands of my solicitor who explains i have a powerful case.
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Questions on inheritance tax.
Hi all, my mother passed away at the end of September this year. The property was placed in a trust back in 2007 and the trust is in the names of us 4 children, two of us are the executors. The property is worth around £400k I’m trying to fill in the inheritance tax ‘on-line calculator’ on the gov uk website, just to get a…
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English trust can it include a Scottish house
We are currently in the process of drawing up a new will (to reflect tenants in common and a family protective property trust) for our houses. In addition to our residential home (in England) we’d like to include and cover our Scottish property. I understand there are obviously different laws and systems but can our…
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Final Deputyship fee, insolvent estate
Hi all This is a follow up to previous discussions about my late sister's estate, which is insolvent. After receiving good advice here I decided that the best course of action was to have nothing to do with administering the estate, other than to provide information to the DWP and other creditors as to the basic facts of…
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Council Tax Doubling on Deceased’s property
My mother passed away on 21st July 2023. We put the property on the market when probate was granted on 7th November 2023. We were granted a council tax exemption for 6 months after probate was granted. We informed the council that the furniture was removed from 14/08/23. The council are now saying the council tax will be…
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Deceased estate - notice in gazette?
Hi Can someone clarify our duties please as executors in relation to placing any notice in the unlikely event of any debts we were unaware of? Fairly sure there won't be any so unsure if this is a legal requirement or if its just advisable, before funds can be distributed to beneficiaries when the time comes. Thanks
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DIY Will
I am looking to create my own will without having to instruct a solicitor. Can anybody point me in the direction of free templates of a will on the internet? I've looked myself but most seem to be behind paywalls
