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Using the same text from an old will to create a new one
I have a Will drafted by a solicitor 10 years ago, signed and registered with the National Will Register. Things have changed and I now need to update the beneficiaries, the executors and the percentage split of the assets. I don't have children so it will go to other family and charities. I do have a niece with…
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Registering A Trust
Have been trying to do this for a couple of weeks but the link does not appear to work and HMRC are worse than useless as they say they are unable to help. Can anyone let me know how to set up the trust for a savings plan and what details are required to dod so. Thanks in advance.
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Can a will be ignored if no beneficiaries ever challenge it?
A recent bereavement in the family has made me query this issue but it’s more of a general question. If the executor ignores the will and no beneficiaries ever challenge it, what happens? From what I’ve read, it seems that the law allows the executor and/or next of kin to distribute property, money and other assets as they…
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Will Advice
Not sure if this is the right place to post this but I'm just after a bit of advice about setting up Wills. I have a free Will service benefit through my employer and had a couple of meetings with the solicitor but at the end it felt like a sales pitch trying to get us to pay for extras like setting up individual trusts…
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Inheritance tax on charge on property
Wondering if someone could point me in the right direction. I’m in the process of buying a house using a gifted deposit from my mum (who is thankfully alive and kicking). A legal charge is being put in place as part of purchase agreement for full repayment of sum. The plan is to remortgage in a couple of years with my mum…
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Inheritance Tax changes in the budget
Can anyone please help - I can't find the answer anywhere. As a result of the budget pensions will come within the scope of IHT and therefore my children will suffer 40% IHT on the unused capital they will inherit within my pension. Will it still be the case that if I die after the age of 75 that they will pay their…
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Understanding Letter of Confirmation (First Timer)
Hello, Looking for any advice as a first time through this process. Father died in early July and we left behind a small property in Scotland and a
small balance of 80k. Will clearly defined myself and 1 sibling as executer and
myself and 2 siblings as sole beneficiaries. Due to the amount we have had to go through…
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Probate
If a house is registered in a daughter’s and mother’s name. If the married daughter dies, does the mother inherit the property or does the husband inherit. Any advice would be appreciated.
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Land Registry AP1 form help
Hi, I apologise in advance if my questions have already been asked and answered. I think it’s more to the fact I just want to make sure I have everything correct before I send everything. If anyone can help I’d really appreciate it. My Mother has recently passed away and she's left her property to myself and my children.…
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Choosing a Probate Solicitor
I am struggling with choosing a probate solicitor. Normally, when I buy a service, I have more information to go by, but in this instance I feel I am shooting in the dark. Some information about the estate. Total value, after debts, is probably about £600K. I am the sole beneficiary, the executor and there are no other…
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Executing a will where there are existing trusts created by the deceased
My father died earlier this year and I am an executor for his will (along with my mother and siblings). Most of his estate is straightforward and well documented, and his will was very simple, with my mother inheriting everything (so no complications with IHT). After doing some research on the process (including some…
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Death / End of Life Planning
Bit of a weird one here, but hoping people may have advice. TL;DR - how do I plan best to make things simple when I die? I'm 53, the last of my known / close family. My partner and I don't live together; he'd pick up the burden though if / when something happened to me. I obviously want to make this as straightforward and…
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Original copy of Will - returned with Confirmation?
I am just about to apply for 'Confirmation' (i.e. the Scottish equivalent of Probate), and my question is: does the Sheriff's Court permanently retain the original copy of the Will which I need to submit to them, or can I expect them to return it to me, along with the Grant of Confirmation? I'm asking, since I want to know…
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Beneficiaries not paid total of estate (50 years delay!)
Solicitors have told us that they have recently discovered that £2,700.00 belonging to my grandfather's estate they handled has been erroneously held by their office since 1973. They are offering to pay the executor, now very elderly, the principal, plus the same amount in interest for the 51 years they have held the money…
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Reporting someone to the police for misappropriation of funds of an estate?
Does anyone have experience of this? Quick overview: person died intestate and one of his children became executor and had the letter of administration granted two years ago. They have not distributed the estate to their siblings and when the siblings have enquired when they will receive their money the executor has gone…
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pa17 form
My mother in law used an on line will writing company to prepare the will they were included as executors but filled on a pa17 to renounce, they made the date to renounce as when the will was prepared and supplied rather than when my mother In law signed it ( 5 days later) Probate office want a new PA17 which I have…
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PA17 & Separate Resolution
I'm after some assistance with a probate matter. My mother passed away in 2021 & I was a named executor on her will along with my father & a probate company. I dealt with the will and the company were happy to renounce and completed a PA17 form which Probate Office accepted with no issues. My father passed away Sept 22 and…
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Changing a will
My parents have mirrored wills. Sadly mum now has advanced dementia. Dad wants to change the will , can he do this? My sister has LPA
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CCJ and defendant now deceased.
I am helping to settle the affairs of someone who has recently passed away. Amongst other issues, a CCJ was issued in recent months. This related to a parking issue, as far as I know, it certainly involves a private company involved in policing parking on private land. I am looking for advice on how to process this matter.…
