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Personal content rights
Hello! After some
general advice please? The whole situation has been long winded and an absolute
nightmare to deal with so I will give the shorter version… Following the
loss of a family member in 2022, 3 family members have recently obtained ownership
of a property left in a will. The property was originally left in a…
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Executors’ Information - where to hide it so it can be found when needed?
My question is - how do our executors find all the necessary information if my wife and I both ’go’ together? How do we leave a digital tea caddy on the mantelpiece - with some degree of security? On the day of my reclusive uncle’s funeral, my Dad was asked if it was he who was paying for the teas, pints and ham sandwiches…
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Sale of property - IHT/CGT
I am Executor and beneficiary for my late father’s estate. He died
in 2020 and probate was applied for, and a small amount of IHT paid at the time
as this was over the threshold of £325,000. The house was held as
tenants in common with his wife (2nd marriage). Dad left his half share of the property to myself
and my…
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Solicitor asking for £55k back after probate as they made a tax error !
I live in the UK, my sister lives in Republic of Ireland and this is where my dad lived who passed 4 years ago. sister and I not amicable, solicitor resolved probate 6 months ago when dads house sold and used an accountant to finalise inheritance tax etc. 3 weeks ago my sister messages ( we haven’t spoken for years) and…
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Can executors use their discretion in execution of a will.
Ok, so query is this. My MIL left sums of money to her grandchildren and great-grand children. The grand child is a single mum who struggles with organisation and money - I know we can't do anything about the money that has been left to her but to give it to her, but I'm concerned the money for her child ( the great grand…
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PoA on death - what I've learned
Dealing with my late mother's estate as executor I discovered a couple of things I wasn't aware of before in respect of the PoA's that I held to act on her behalf. First, the government's 'Tell Us Once' service does not include the Office of the Public Guardian - you have to notify them separately. Secondly, when you do…
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What do I need to do to enable my executors to use my late husband's NRB when I die?
I am just tying up the ends of my late husband's estate. He died in 2023 and his estate was below the IHT threshold. I am particularly concerned as by the time we had sold all his collectibles, the figures used for Probate are no longer accurate, as we did not fully understand the value of his collectibles at that time. I…
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What to do when someone dies - new guide feedback
Hi all, We've written a new What to do when someone dies checklist to help those who are dealing with the death of a loved one, and it'd be great to get your feedback on the guide to help others through such a difficult time. Please do share your experiences below, as well any tips to help others, or issues you've spotted.…
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Prepaid Funeral Plans
Hi! This is the discussion thread for the Prepaid Funeral Plans guide. Click reply below to discuss. If you haven’t already, join the forum to reply. If you aren’t sure how it all works, read our New to Forum? Intro Guide. Thanks folks :) ,
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Can a Power of Attorney assume the role of Executor of Will for elderly relative?
My very elderly mother has discovered she is Executor of her deceased brothers Will. She is almost 90 and will not be able to cope with this. I have Power of Attorney for her so can I help her and take over her duties? If so is there something I must do to make this legal?
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Will I have to pay IHT on money gifted to mother from husband then on to me?
I've been trying to find an answer to this for a while to no avail. The situation is this, my father has decided to pass me and my sister most of his estate while he is still alive. He is in poor health and I guess is thinking about the future having just lost his partner. He has granted me and my sister power of attorney…
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No official Will in place.
Bit of a long story this one so please bear with me. My mother and stepfather met in 1979 but never married until 2006. There are 2 daughters and me on my mothers side and also an adopted grandchild that my mother and stepfather adopted as my sister (her mom) was having mental health issues back then. We are all in our 50s…
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Will IHT changes only apply to someone who dies after the changes are announced?
If Labour change inheritance tax laws, will these be back dated to someone who died before the changes are announced? My mother died in September this year and I’m wading through the admin to apply for grant of probate. I am wondering if any changes would affect us by being backdated, as it’s unlikely I’ll complete the…
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Help progressing probate
Currently helping a close friends son apply for probate/letters of administration after my friend passed suddenly, and didnt have a will. There was a delay waiting for proof of his divorce from 16 years ago, and we thought probate was being progressed now we had it. I'm helping my friends son (he's 28) apply as me and my…
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Need advice about wills, probate etc
Hi all I've just joined the forum for some advice as I'm in a difficult situation.. Mum is 90 has Alzheimer's and is very vulnerable. She still lives in her own home which she owns. Now the problem is my older brother still lives with her he's 55 and a drug addict he's worked full time all his life then got involved with…
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CGT query on second spouse death
My colleague has this problem and I thought I would come here for advice. He is one of 5 siblings, all living. His parents were married to each other until the first death. In 2015 the parents made mirror wills and also severed their joint tenancy to become tenants in common. The wills stated that, for the first to die,…
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Stepdad has remarried advise about family home
Hi, I wanted some advice. My stepdad married my mother nearly 30 years before she died last year. He was left with our family home after she passed away. He always advised my sister and I that he had made a will and left us as sole heirs as he didn't have any children of his own and hasn't spoken to any of his own family…
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Inheriting half of parents house & responsibilities
My parents own their house outright. They've put in their Will for me and my brother to have half each of it. My brother is currently living in it with them. He doesn't work , I doubt he ever will (work shy) . I'm not sure what benefits he's on either. He has said , when parents both die he wants to continue living there.…
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Interim Payment after probate
My brother is executor of parent’s will..both have passed now. Mum passed in May this year. It’s just us 2 as beneficiaries and mum and dad had an uncomplicated life, so there won’t be any unknown potential claimants to the inheritance. Brother has worked with a solicitor on probate, and I believe the stage we are at now…
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Capital Gains Tax
I’m wondering if anyone can advise/ has experience of this situation please? My sibling lives at my parent’s house, I live in social housing, when parent passes, as it stands the home is left 50/50 with a caveat of 2 years for sibling to decide wether they want to sell or buy me out, which in turn gets me on the housing…
