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Hi there
Looking for a bit of advice.. My husband passed away suddenly may 2006.. We had a joint mortgage and as we were married everything was left to me and our children. There was no need to involve solicitors.. Last sept I was advised to write to lloydstsb to complain about misold PPI's we had taken out over the years.. We had…
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R27 Capital Gains Tax question
Have just tried calling the Tax office but didn't get any joy and was asked to call back next week as they are busy helping those filling out tax returns. I am filling out R27 and just wanted clarification on the section regarding the deceased estate. Q12 Do you expect the estate to get any untaxed income or sell any…
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Guidance needed
My Nan died in March 2007 in Newcastle, where she had moved to after having a stroke under the persuasion of my Uncle. She lived in flat which was sheltered accommodation then moved into a nursing home, which my Mum didn’t know anything about, where she later died. Now, according to her will, everything was to be divided…
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R27 tax form - advice please
I am trying to complete form R27 received from HMRC. It appears that I only declare income up to the date of my mother's death and ignore any interest paid on her savings accounts at a later date such as on closure. Is this correct? What is the position regarding interest and tax paid after death? My brother and I are the…
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Iht403
If my mother gave me gifts of cash for £5,000 and a cheque for £5,000 (total £10,000) in 2007 but gave no gifts in either 2006 or 2008 how is this declared on the above form? Can any unused annual exemption (i.e. £3,000 exemption from 2006) be carried over to 2007 making a total exemption of £6,000? Also, can the £3,000…
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Will writing advice
Hi everyone, am new to the forum so go easy on me. I recently had a cold call regarding will writing from a company called ILAWS, they call themselves Independant Legal and Will Solutions and are based in Glasgow in Scotland but with agents based in other cities in Scotland. My first question is, has anyone on the forum…
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IHT400 and IHT406
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Giving brother permission to handle deceased father's estate
My father died recently but died intestate. My brother and I are the only inheritants. Simple enough. For the past three years my father was in a nursing home and I believe my brother took care of all of his finances e.g renting out his house, taking care of bills. He had paid out a lot of money. I haven't seen my father…
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R27 Tax form
I am in the process of completing R27 form following the death of my father last year I am struggling as to what to put as untaxed interest in Q25 he only had one account in his sole name which is an ISA so tax free do I need to include interest from this ISA or not ? Any other accounts were tied up investment plans and…
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Insufficient funds in estate
Hi all, New here and looking for a bit of advice. I am the executor of an estate for an elderly lady who has just died. There are 3 beneficiaries in the will. Benef 1 = Gets the house Benef 2 = £10K Benef 3 = £1K The deceased has approx. £10k in savings and bank accounts. After the funeral costs and some small debts have…
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Contesting a will
Hi. My ex partner died recently and left everything including his house to our two adult children to be shared equally between them. His house was in joint names with his father who died many years ago and his mother died about 5 years ago. My children's father paid for the house and his father lent him some of the money.…
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Can you challenge a will prior to death?
Have found out my mums will has been changed 18 months ago, my step father also changed his at the same time. This will substantially affect the beneficiaries. I say the will has been changed rather than changed because my mum was suffering advanced dementia at the time, she is now in a nursing home, only able to be fed…
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Southern Water - AWFUL. As if grief isn't hard enough to deal with
Southern Water was mum's supplier. I rang 5th Nov to inform them of mums death and that I would be dealing with the estate, but we had to get letters of administration as there was no will. I also told them I wanted all correspondence going to mum's address - they didn't need to know the reason, but I wanted to (and still…
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Death in Spain - Spanish funeral and IHT questions
Hi, I wonder if anyone has experience of the law in Spain and can offer any advice? We have a relative who lives in Spain and has been taken seriously ill. She has made a Spanish Will. She owns a house in which she lives. Under the Will she leaves her estate to her children who all live in the UK. We're trying to get as…
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Executors Accounts for Beneficiaries
Hello again. Thanks to everyone giving such wonderful support on this board. It helps, it really does. I'm still overwhelmed by it all, but taking each day as it comes. I was wondering if anyone can advise or point me in the right direction of how to prepare and write the estate accounts for the beneficiaries? I'm assuming…
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Tax implication of deduction from value of estate and claiming executor expenses
Myself and my brothers are jointly and equally the only executors and inheritors in our late father's will. As far as I can tell, claiming executor expenses is potentially of little relevance to us (since we are just claiming back from our own inheritance). But I am not confident in my understanding of deduction from value…
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Debt on death? Property Mortgaged?
My father in law is very poorly & in hospital & his financial situation is complicated. He has no savings but has a Mortgage around £50000 on only Int Only & other debts around £20000. The only life cover held is a £2000 policy. Still living in the property is a 16 yr old grand son whose father does not live at the…
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Neighbour died....not sure what to do next?
Last week my neighbour died. It was not expected, and unfortunately I heard from another neighbour that the body was not discovered for several days. I am feeling terrible that I never noticed anything out of the ordinary for the past week or so. We were not close (she really wasn't a very pleasant person) but we were on…
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Greek Inheritance Laws
Hello, I am currently disputing my late father's will in the UK. He also owned property in Greece, there was a separate Greek will for this property, I understand. In his UK will everything was left to my half sister. Is it true that under Greek law a child cannot be excluded from somebody's will? My Father passed away in…
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Solicitors Probate Service (SPS)
I've only recently discovered the fate of this 'company' and read lots of useful info on here. Been in touch with SRA, CAB and Trading Standards, none of which are able to help. Just wondered how people had managed to get their money back ?