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Probate granted - one executor delay tactics
We’ve finally received probate via certificate and the 3 executors (My partner and her 2 siblings) can now distribute the estate as per mums will. Estate consists of one property to sell, and bank/savings/ISA accounts and also a separate account with a life insurance payout in it. At present, late mums bank account is…
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Lifetime interest
Hi, my dad is currently setting up his POAs and doing his will. He doesn't have a big estate so inheritance tax is not a concern. He says he wants to leave his house to my brother and I but for his partner to live there as long as she wants. This is obviously fine as that's his wish but my brother and I want to make sure…
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how to declare interest received after probate final accounts
My father has received a further payment from the solicitors who dealt with my mothers probate. He received what we thought was the full amount due to him weeks ago following the completion and signing off of the final accounts but now they have sent him a letter saying extra interest has come to light an they have made a…
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Over £325 k
A family member may well have more than £325k and may pay inheritance tax.. How do the tax people know? His estate is split between two children and a grand daughter, so I assume that the £500k limit does not apply? His house is worth £270K
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Tax efficient inheritance
While I administer the estate I wonder if anyone has advice on the most tax efficient way of dealing with money from bank accounts etc. Am I able to put some in an ISA and avoid paying tax on the interest? Or could I put some into Premium Bonds where any winnings wouldn’t be taxed. At present it is in a high interest…
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Joint mortgage with our daughter and inheritance tax
Myself (58) and my husband (56) had to retire at 55. We purchased our home in 2001 on a repayment mortgage. Hubby was made redundant a bit before I retired. So for a while I was th only one with an income and because the mortgage was high I had to use my pension lump sum to help with expenses. Hubby had no luck getting a…
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Inheritance tax - unmarried couple
My partner and I are going to set up (long overdue) wills. We are unmarried. No kids - that won't change now. We want mirror wills set up to leave everything to each other, then split various percentages between various family members upon death of the second person. I have just been reading about inheritance tax..am I…
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IHT 404 Join-Accounts
Good morning everyone I'm looking to try and understand processing my late mothers wills. Which unfortunately has been delayed due to other sibling involved. (Id go to solicitor and let them do the work however they are not wiling to go down that route). Forms where done once already for my mum but failed (I cannot find…
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Enduring Power of Attirney
My parents completed their Enduring Power of Attorney(property and finance) many years ago. When my dad was diagnosed with Alzheimer’s in 2014, I registered his Lasting Power of Attorney, and did the same for my mum when my dad passed away in 2016. I’ve been able to create an online account and register the LPA there so I…
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Change of executor
I’m after some advice which I couldn’t see on the article. How do you change executor? I’m aware there is a PA15 Renuciation form on the gov website, and my Aunt (who has terminal cancer and lives in a different country) has signed this form for myself and my siblings. But where am I supposed to send this to? And do you…
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Father passed leaving son in house - what steps first?
This is a completely separate issue as many of you on here are currently advising on a probate post I created regarding an executor dragging their heels. This is completely separate. my step son lives with his dad who sadly passed last night. Aged 55. No will. House is paid for. There is a 2nd son who lives in his own home…
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Confirmation application
Hi, I'm applying for confirmation in Scotland and I wondered if anyone knew if you had to provide copies of the original will and codicils or if copies are sufficient?
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Transfer of unused of Nil Rate Band from death of pre-deceased Spouse
Just a quick overview of the situation followed by my question: My mother passed in 2014 and made no gifts to anyone so all went to the surviving spouse (My father) so not using any of her Nil Rate Band allowance . My father has recently passed (Dec 2023) and as an executor I'm handling his affairs. His estate is simple in…
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Sale of deceased Parents house
Hi, Both my parents have recently passed and my Dad had appointed a local solicitors firm as the trusted executors. My sister and her husband are keen for us to take the sale of the property from the executors and for us to deal with that ourselves. If we did this, would we be responsible for the utility bills and any…
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I give any monies standing to my credit at the date of my death ???????
Hi thee all, Could anyone clarify, see if I am reading this wording right for me please. To my Son, I give any monies standing to my credit at the date of my death. Does that mean all the money this person has goes to the Son?
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Do I need a solicitor to set up power of attorney
Myself and my wife already have solicitor written wills but now want to set up lasting power of attorney as well. Our situation is very simple with no complications. Just want our two adult sons to have power of attorney in the event that we get dementia. As it's pretty simple, do we we really need to employ a solicitor…
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Will advice and recommendations
After a stressful few months sorting mother in laws estate and probate, and now a sudden death in my extended family that we’ll be helping to sort, my partner and I have realised we should get wills written up. A colleague of mine used the Unite union will writing service and said it was fairly basic but straightforward,…
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Medical Records Review
Has anyone got experience of getting a review of deceased person's medical records? Process, time and cost?
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Death notices in local paper
My father passed away in August 2020 and for various reasons I have only just received letters of administration (probate where there was no will) for my late father’s estate. My question is that I now need to place a death notice in the Press Gazette, but placing a death notice in local paper some years later will look…
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Transfer of house title - double probate?
When my father died everything went to my mother. There was no will as far as I can tell.Now that my mother has died, I am sole beneficiary in her will, but have discovered that the house is still registered in my fathers name. My first thoughts are that I apply for "letters of administration" for my father and transfer…