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Inheritance
In short, my aunt passed away in 2022 and had written her will in 2018 when my daughter was 6 years old. At this point I only had one child and my aunt left her quite a bit of money in her will. Fast forward to 2022 when she passed away, I now also have a 2 year old and then went on to have a third in 2023 - so after she…
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Credit card charge on probate fee.
Paid and sent off the probate paperwork last week.Today,checking my credit card transactions online,I was shocked to see a cash fee charge .It was dated the same day as I paid for a few other items so not sure what it was for. I rang my card provider and was told it was in connection with the probate fee,5% of £218…
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Applying for Probate for an Adopted Person
Probably the first of many questions! I’m just about to apply for probate for my recently deceased, adopted son. I understand I need to obtain at least 6 copies of his birth certificate - but these are in his birth surname not adopted surname - do I need to order 6 copies of his adoption certificate too? thank you in…
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LPA query as result of BBC R4 investigation
I am sure many people will have been listening - aghast - at the "The Willpower Detectives", by an investigative journalist on Radio 4. One throwaway line in the final programme intrigued me. A senior legal person who'd been involved with the Court of Protection explained that the CoP didn't get involved with investigating…
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"Simple" Deed of variation to change from 3 to 1 beneficiary?
Hi - please can I double check the following? Our sister passed away, leaving an estate under the IHT threshold - mainly being her flat (or the equity in it as it has a mortgage) She left her estate to me and our two brothers. B1 and I would like to change the will via a DOV so that everything goes to B2*. Our reasoning is…
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Zero interest on money in “cash hub”
In the six months since my Mothers death, many of her fixed term savings plans have matured. The capital and interest are automatically returned to the “cash hub”, from where, were she still alive, they would be reinvested. Because the account is frozen, pending grant of probate, the company are refusing to move these…
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Now my mum's money
Hi, my dad very recently and suddenly passed away, my mum has had to contact banks, pensions insurance etc, not easy, all have been fantastic, helpful and supportive when she has made contact. When mum started the process with ns&I she didn't think anything different. Mum sent on a copy of dad's will, a copy of her…
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IHT allowance
This discussion was created from comments split from: Transfer of IHT allowance between married couples.
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'solicitor' - release of will
Hi can't find a subject for my query. My parents have phoned their solicitor to release their will, the solicitors that originally had it are saying it's been passed onto someone else! they were never informed of this! they had to phone here there and everywhere before they got hold of the person that had it. this person…
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Legal expenses insurance cover for probate disputes
Does anyone know which date is relevant for legal expenses
insurance cover for a probate dispute? I have home insurance and have legal expenses insurance
cover as part of the home insurance. I am an executor on the will of my late father. Someone who was
not provided for in the will has put a claim against the will. The…
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C1 Confirmation form - advice before we submit our form
Like many other posting on this forum, I have found the advice given to be invaluable! Have been reading through posts on and off for a week to tackle this. My sister is the executor and brought together the figures but we've been working on the form completion together. Our father passed away in Sep 2024 and left a will…
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Help me understand a Life Interest Trust please!
Hello! New here and really in need of some help, please!? Background: My parents had mirror wills leaving everything to each other. In 2011 they added a codicil on the advice of their solicitor to leave a life interest trust (trying to protect some of their estate for my brother and I). My Mum passed away last year. I was…
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Probate Guide
Hi, sadly my husband passed away a month ago. He did leave a will, which is not complex. I have to apply for probate and need a in-depth upto date guide on how to do this. I did contact a solicitor for advise and was quoted £4000.00 plus a percentage of full value of the assets. If anyone knows of a good guide, please…
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Net Value for probate question.
Hi, Good morning can anyone help with this please? My Mum has just died a month ago and gave me the money before she died for her funeral. It was just for this purpose alone. It wasn't a personal gift for me. I'm filling in the probate form online now and for the Net Value for probate the form says "To work this out, start…
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Transfer of unused of Nil Rate Band from death of pre-deceased Spouse
Just a quick overview of the situation followed by my question: My mother passed in 2014 and made no gifts to anyone so all went to the surviving spouse (My father) so not using any of her Nil Rate Band allowance . My father has recently passed (Dec 2023) and as an executor I'm handling his affairs. His estate is simple in…
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Will issues arise if probate isn't applied for?
Hi all, someone i know passed away over 4 years ago now. They had 2 direct beneficiaries, both of which are joint executors of the Will. The singular house they owned, in which they lived, is worth in the region of £450,000, with the rest of the estate unknown (assume not loads on top). Probate has not been applied for,…
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Transfer of IHT tax allowance for property
If a spouse inherits the £325k IHT allowance, do they also inherit and retain the £175k for the property too? If so, do they then have a total allowance of £1M tax relief before IHT is to be paid by their children after death? Thank you in advance
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Beneficiary Purchasing Property - Stamp Duty
Hello I’m a long-time reader, first time poster and I’m hoping the
knowledgeable people on this forum will be willing and able to help please! My brilliant and much missed Grandad sadly passed away
earlier this year. My mum (his daughter) is the sole executor of Grandad’s Will
and has successfully obtained Grant of Probate…
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Executor indemnity insurance
Hi, My elderly relative is one of two beneficiaries of an estate with a solicitor as the executor in their will. The issue is that a “friend” of the deceased has written to the solicitors just after they passed away (now just over two years ago) and said that the deceased had told them that he had left everything to him in…
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Probate and the timeline
Hello, Sadly, I can't post a little picture here - I'm just a humble newbie ;-) We've been waiting since 14th August for probate. IHT400 all good. Luckily there was enough in cash to settle the IHT bill. What's concerning me is that the progress on the .gov probate site has actually gone backwards. If anyone has been…
