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Am I Entitled to My Late Father's Pension?
Hi everyone, I need some advice regarding my late father's pension. Before his death, my father told me that he wanted everything to go to me. However, when he passed, I discovered that he changed his will and left his estate to someone else. Before I knew about the will, I contacted his pension provider and requested the…
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Chargeable Event Certificate
My sister passed away in October 2022, we used the Tell Us Once service to notify the concerned Government Departments which included the HMRC. In March 2023 Aviva issued us with a chargeable events certificate, the solicitor handling the probate has just advised us (11 December 2024) that they are waiting on the HMRC to…
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Probate and the appearance of a baby?
My son was recently killed in a work related accident, he did not leave a will. His on/off girlfriend has suddenly announced the baby she is due to have early next year is his, despite telling us in early summer the father was someone else. As I will be dealing with probate for his estate, do I need to do anything about…
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Executors Not Cooperating
I have an Elderly Friend who is 69 and on Pension Credit. She has been Left a Pecuniary Inheritance of £20,000 from the sale of a house by her ex Landlord . He Died in December 2022 and Probate was Granted in April 2023. The Sale of the House has still not been sold (Dec 2024) and the Executors are not cooperating .…
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Possible mistake with bequest, do we have to repay.
Im in England.We've just received a bequest from a relative. Signed off by the executer and solicitor. The executer(who is also the main beneficiary of the estate) tells me an error has been made and we've been overpaid. We think what we've received is fair. Can we be made to return the overpayment?
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Gifting from income - status of ISA income
I am considering setting up regular gifting to adult son (have been making one off gifts for some years - fine as long as the 7 year exemption is met. I understand most of the rules I think - excess income, regular payments, good records. I don't use all my current income and have stopped drawing on my SIPP to avoid paying…
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Deed of variation from a trust to a new trust
I'm a trustee of a disabled person's trust. It's just received a bequest from a relative and we'd like to make a deed of variation to move some of the funds into a new discretionary trust (not a disabled one) but it would still benefit the disabled person. Is there any reason this couldn't be done?
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Executors Account
My sister and I are joint executors to our late Mothers estate. Probate was granted and the family home was sold, and the sale completed on 06.12.2024. We didn't have any inheritance tax to pay . We did have an equity release of £43,000. The equity release was paid by our Solicitors, as was the Estate Agent fees, and the…
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Issue with the Will (not good!)
When I thought that things were moving forward, my solicitors pointed out about an ambiguity, an error it seems on the part of the solicitors who had drafted the Will. I can't imagine my late dearest making such an error since he was very precise, very particular with the details (left me various notes, letters,…
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Registering Trust - Deceased Beneficiary
I’m registering three trusts for my mother-in-law - she did not know she had to do this and is unable to do it herself. My brother-in-law is a named beneficiary of each of the trusts…unfortunately he died recently. Do I register him as a beneficiary. It seems daft registering him but there is no guidance given in the notes…
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Certification of Divorce Decree
I have a photocopy of my divorce decree but need it certifying by a solicitor or notary, I have received a quoted of £220 to get it certified and apostilled. Extra cost to then post it to me. I then have to have it translated into Portuguese, with 5 other documents. Does anyone know of a less expensive firm? Thank you
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How do you stay organised while dealing with a death?
I'm curious how people keep track of bank accounts, assets, debts and so on if you're an executor / administrator dealing with someone's estate? Whether you've contacted a bank, what you need to do next, totting up values and so on.
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No idea what this means - can anybody help?
BIL is joint executor with his late father's spouse (not his mother). His father died last year, in October. He has done most of the work in relation to sorting out all the forms in order to apply for probate. The co-executor is refusing to sign the forms unless she is given a sum of money she believes she is entitled to.…
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Will wording on gifted shares to a child, does it limit the trustee's options?
Hi all. If a will leaves shares to a child stating: "To <child>, all my shares and interests in any stocks and shares I own at the date of my death upon <child> attaining the age of 18." Does this mean that the share allocations must be kept exactly as bequeathed by the deceased until the child is 18, or does this mean…
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Should we marry
Hi, We purchased our house in 1987 and it is both our names. We have a joint bank account,He has two private pensions which have me as beneficiary if he dies and we have made a will. We are not married. I am 75 and he 79. Do we need to get married or we ok as we are?
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How long do solicitors take to retrieve a will from storage?
Our legal advisor has just told me (via the receptionist) that the reason he hasnt' returnred my call is that a family will "hasn't arrived from storage yet". But he was told over 3 weeks ago. Is this the new normal now? Thanks for any comments from experience.
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Property Trust Query
My wife and i have paid equally into our family home but only my name is on the deeds. I wanted to add her name on as a tenants in common us both having equal shares. As it stands at the moment my will states for my wife to have 50% on my death and my 4 children to share the other 50% equally. I wanted to draw, something…
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Inherited property Interest via Consent Order
Hi Advice please for how to update Land Registry given complex issue. My friend needs to request an update to the Land Registry of a property owned by her late mother who passed away easier in 2024 in England. The situation is complex:- - Her mother & father divorced c20 years ago & consent order provided for mother…
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Advice needed on Inheritance / estate planning before i see an FA
Hi - I am going to see an adviser but before I did just wanted to get some impartial advice on here. Its to be with my father's estate and not mine. My old man is 80 - still working (not out of need but because he enjoys it and wants to keep his mind ticking over) - he runs his own business which my brother is a partner…
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Insolvent funeral debts administration
My wife's father passed away. There was no will. He had around £2000 which the bank transferred. This was used to pay toward funeral, utilities and rent but we covered some of this in order to allow the flat to be returned to the landlord. There are also outstanding credit cards and a parking CCJ. I have read that we need…
