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Probate where property is left in Trust for children
Hi all I have been appointed a trustee in a Will from my sister. The trustee is to manage finances and their residential property on behalf of my sisters children until they turn 21. Would this be considered a complex probate case? I'm debating on using a solicitor or going solo Thanks in advance
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Wrong will sent
What a clump I am! I’ve just been notified that I didn’t send the original will, only the certified one. Having not dealt with anything like this before I thought the certified was the all important one. My brother, the other executor l, had the original which I was unaware of. Will this delay our application by very long?…
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HMRC response time September 2024
hello. I wondered if anyone had any idea about HMRC response times at the moment? I appreciate it will vary dependent upon the topic - and I have raised this before elsewhere some time ago, so apologies if I should have repeated/updated my question there... I received a letter from HMRC in April stating that they would…
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Daughter excluded from grandmothers will - please help!
I am really looking for advice re protecting my daughters interests. She is 10. I have had a difficult relationship with her father since we separated 3 years ago and have been through family court proceedings. My ex is very wealthy and is from a wealthy family. While we were still together, his elderly mother had told him…
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Brother in Law died - no estate or will
My brother-in-law died a month ago, as his only next of kin it's down to my husband to sort everything out. He had learning and physical disabilities and was in a care home, so had no property other than some clothes and toys which have been donated to other residents in the home. He had no bank account and his benefits…
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What next?
Probate was granted, IHT wasn't payable, house sold and all monies distributed according to the will, no CGT payable, estate accounts finalised and documented is that it or is there anything else I need to do as executor?
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Inheritance payment bank charges
I was left a fixed sum of £8000 in a dear friends will. Her solicitor is the executor and has finally released the funds to all the beneficiaries. However, the solicitor has charged each of the beneficiaries £30 +VAT for the bank transfer. There was no mention of such charges in the letter I received when they notified me…
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Waiting for HMRC code
Hi all Thanks to the amazing advice on here,we submitted the IHT400 and Associate schedules etc two weeks ago. We are below the 500k IHT threshold. Am I right in thinking we now await a code which should be emailed in order to allow us to apply for probate? Assuming this is correct, does anyone know how long this is…
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Directgov Probate Register Question
Hi On the directgov probate search why do some entries state a city name as the registry office and others say principal registry.
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Probate : 16 weeks and counting
Hello ! My father sadly passed away last October, and I made the probate application in November. I waited for the minimum 8 weeks to contact probate service, by which time they had changed it to minimum 16 weeks so I haven't actually phoned them yet. The probate itself is pretty straightforward - a current account, a…
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relatives will/estate
just looking for a bit of advice. my Grandad passed away in 2022 and in his will it stated that his partner can stay in the house until she dies then it’s to go 3x ways between his 3 children (2 are of his partners and Mum was from a previous relationship). fast forward to 2024 and unfortunately my mother has now passed…
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Protection against care home fees
Hi does anyone know what it's called when a married couple agree to leave their half of the house to the children. So that if one dies and later the other has to go into care the authorities can only take half the house. Thanks very much
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Period of administration - HMRC timescales
Is there a way, or does anyone know what the timeframes are, for HMRC to process a period of administration letter from solicitors. I've tried calling HMRC, but I am not the executor of the estate so do not have direct contact with the solicitor to know exactly when the letter was sent, but I expect it to have been around…
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Help with a dispute over my dad's estate
I'm looking for some information or advice in regards to a situation that has developed since my dad passed away last month. In brief, my dad had an unconventional living situation in which he resided in his friends property, rent free, over the last 9 or so years. His friend had moved away to another city. There was no…
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Joint account and ISA
My wife and I have a joint bank account and each of us has an ISA. We are 81 and 80 and I have a good company pension so the ISAs are to avoid tax. What happens when one of us dies? There will be more that £20,000 so will one have to be closed as the survivor will have more than the maximum?
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British Gas - Bereavment
Anyone had issues with British Gas in advising of a bereavement ? Phoned on 16/11/23 to let them know about my 101 years old Mother in Law's passing - scanned & sent Death Certificate whilst on call & gave my details - name, address, phone & e mail. Rec'd an automated e mail in response with the subject 'Thanks for telling…
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Docs not acknowledged/how long ?
I know it doesn’t seem v long but I applied for probate just over 2 weeks ago. I sent back the original will and they still haven’t acknowledged receipt. I can tell by the tracking it’s been received though. How long is the grant of probate taking at the mo? Simple estate, no inheritance tax to pay
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Car insurance
A dear friend died recently, very unexpected. To date we can’t find a Will. He was the owner of two very expensive cars. Whilst nobody is driving either of these at the moment, we feel they should be insured, in case of fire or theft? But how can you insure a car when the owner is deceased, and has no living blood…
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What forms do I need?
For an excepted estate/ no IHT due where we are using 100% of my fathers allowance who passed away March 2009 and My mothers allowance who passed recently, what forms need to be completed along with PA1P? Thanks in advance
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Deceased
Thank you all for your replies and input. Everything is now in the hands of my solicitor who explains i have a powerful case.
