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Advice on death possibly through negligence
Please bear with me, and I hope this comes across right. On 27th Dec 2023, a close friend (55 years old) passed at home. Initially it was assumed to be a heart attack, but it later transpired to of been possibly caused by a piece of plastic that pierced or tore a vein/artery. Here’s a timeline of events: Pacemaker fitted…
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Old MEB shares? Still valid?
My dad recently died and I found a certificate for 300 shares in the old midlands electricity board. He used to work there so it could have been that or he may have bought them at some point. If they are somehow still valid they are probably worth nothing but where do I even start. I tried to find out yesterday who took…
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Planning the Funeral Service
We have planned our funeral services after going to a friend’s funeral and both agreeing how lovely it was and how we would both like a similar service. While we were there we spoke to the celebrant and asked if there was a way we could plan our services. She wasn’t local to us but explained many celebrants offer this. We…
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Public Health Funeral and Estate Question......
Bit of a complicated one here, hoping someone can help.... My wife is estranged from her mother, but she keeps getting contacted by the care home as the next of kin..... It looks like the MiL may die soon..... She has been in a care home for circa 3 years....recently my wife recieved a letter from the OPG saying they…
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First time buyer
Hello My father passed away nearly 2 years ago and left a will which put his house into trust with instruction to sell and the proceeds be divided between me and 2 siblings. I am an executor, trustee and beneficiary from the sale of the property. Probate has been granted and the house is on the market currently. Separate…
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How does probate formally end?
Hi I'm sure this has been asked loads of times before, but the Search function doesn't return anything similar and the govt website couldn't be less helpful! How does probate formally end? When we applied, we estimated Dad's account balances from any recent statement we could find. Because we didn't have probate at that…
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What to do when part of tenancy in common is left in will.
My parents had a tenancy in common for the house they jointly owned, unmortgaged. My father has just recently died and left his share (50%) to my sister in his will. This was expected and discussed and is not an issue. My Mother will also leave her share (50% ) in accordance with her will to my sister, again understood and…
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My mother's Will
Hi, I hope someone may be able to provide me with some guidance. My mother passed away in June this year, she leaves my father in their marital home, along with my older brother. My mother had written a Will, but we were unable to find her copy in amongst my parents physical filling (my dad's was there). So I knew which…
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Executor ID and house sale
Hi all. I need advice. My dad died in March 24. His three children are executors. We have probate granted in July 24 and received an offer on his house in August. My question is about ID and conveyancing solicitor. We live in different parts of the country. My sister and I had to complete a complicated online ID check with…
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My Will...and Inheritance Tax
Male age 62, living in England. My wife and I have a Will leaving everything to the survivng partner. She had a son who will get everything once we have both gone. The son is not mine and was never adopted even though he is now 40 and I've known him/brought him up from the age of 2. As most of our assets are in our…
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Will wording made understandable
Needing some help to undertand my uncle's last will and testament . I am thinking he may have left a trust? But at the same time i haven't got a clue. I don't understand it all.Last will and testament of xxxxxxx1. I revoke all former wills and testamentary dispositions.2.a I appoint PERSON A to be the executrix and trustee…
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Inheritance Act Nightmare
My father passed away late last year and left his estate to me with his widow (my step-mother) given the right to live in the property and it be maintained and insured from the residuary funds from the estate. His Will is watertight but she is threatening a claim under the Inheritance Act 1975 which is causing me…
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Dispute with co executor of will
My brother and I were appointed co executors of my late parents will. My brother took on most of the duties without any clear communication during probate. Due to personal differences I had concerns about the funds all being transferred into an account solely in his name and without my consent. I visited the branch of…
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IHT400 - needed or not?
Having read the guidance notes for form IHT400 I believed I wouldn't need to complete the form as my late Fathers estate would be exempt because it doesn't meet the IHT threshold. However HMRC have said that I need to complete it as he has left the house in Trust - ie: My mother can continue to live there but when she dies…
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Probate - Relying on intestacy rules versus writing a will
My husband is terminally ill and being cared for in a hospice. His will predates our marriage so is invalid. We have no children so he was content that his entire estate will pass to me under the rules of intestacy. He now wonders whether the process would be easier for me if he wrote a new will. Does anyone have any…
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Bequest in the will to a minor - trusts or other options?
My partner is a joint executor for a will that has left £10k to the deceased's granddaughter. She is only a minor so we'd like to put the money into a trust or savings account for when she reaches the age of 18. We have had a brief look at the options available and would welcome recommendations or experience in handling a…
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IHT Liability on death of parent 1 re gifts made to children
My husband and I have jointly gifted £350k jointly to our 2 adult children since 2019, largely for house deposit and capital paydowns. Our wills leave our estates to each other. When the first parent dies, is there a IHT liability for our children out of the first estate? Does probate need to be done for the first estate?…
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Probate Liabilities
We are now at the stage following my mothers death on providing a list of liabilities for my mothers estate to the solicitors. I wanted some clarification on what exactly can be claimed. Am I right in thinking that these are expenses that have not yet been settled? For example my mother was in a care home at date of death…
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Jersey lawyer for Probate.
I hope someone will have some experience of this. I'm currently awaiting letters of administration from UK HMCTS. Most of the estate involved is in Jersey banks.I need to file probate in the Jersey courts. I was thinking of doing this myself as there is a fast-track process which seems quite easy. However, with travel…
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RNRB - is 1st spouse’s RNRB in place automatically?
My wife passed away Nov 2023. Her entire estate passes to me, including our house I continue to reside in. I understand the NRB pertaining to my wife’s estate effectively transfers to me for use ultimately with my NRB in the winding up of my estate on my death. Whilst I’m alive will I need to apply to retain her full RNRB…
