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Simplifying affairs prior to death
Hi, My elderly parents and I (as their PoA) are seeking to simplify their affairs as much as possible in preparation for the inevitable with the goal to make things easier for the surviving spouse/executors and is a process we will also likely want to undertake with my wife's parents (and indeed for ourselves once the time…
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help me do a will
Hello Hope you are all well. How do you go about finding solicitor to write will and do POA I realise its free will writing month but happy to pay. We want mirror wills and POA sorting and we want to keep the wills at home. Is there an association that we can check for a local accredited one? I did a quick search on MSE…
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Moral issue
Hi I am an executor of a will that left all monies to four adult sons Unfortunately one son died just before the father . He has three sons Two with his first wife one is 19 one is 11 He was divorced and met a new partner who had a daughter aged 11 They lived as a couple but did not marry and had a son who is aged 1 now It…
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Verifying Old Sun Life of Canada Policy – FCA Warning Confusion
Hi all, I’m one of the executors for a recently deceased relative and before he passed he told us about two life insurance policies listed as “Sun Life of Canada” with policy numbers and an 0845 contact number. When I searched the number online, the first result was an FCA page warning about an “unauthorised firm” using…
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Paying for Wake and Funeral
We are dealing with my recently deceased uncles estate etc.. He has a substantial bank balance and the bank have already said that they release funds for the funeral/wake/ flowers. My question is how do I go about paying for the above? Do we need to pay first and claim it back or are the bank just billed direct? Sorry if…
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Assessed Income Period, Pension Credit, death and DWP
My mother passed away last year, had been receiving pension credit since 2006 - and had an Assessed Income Period at the time of her death. She received an inheritance in 2013 and we contacted the DWP by phone to let them know, but were told that this would not affect her pension credit because of the AIP, and that we…
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Need advice as to any possible options available
I would welcome the opinions and advice regarding the situation I currently find myself in. My partner passed away at the end of January. We were not married, but were together for seven years. He lived with me at my house. He did not have a will (despite him asking me several times to take him to make a will). It was me…
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Elderly mother left nothing in her late husband's will, estate left to 4 children from past marriage
Recommended English Family Law Solicitors required to contest the will of my elderly mother's late husband who has left the entire estate to his children who are from a previous marriage ---------- My elderly mother in her 70s is the surviving spouse of her late husband (my step father) who died a few months ago. Under the…
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Inheritance Coming Through, Possibly £300,000.. Tax?
Hi. We have possible inheritance coming in, a mixture of savings, investments and a house sale. (Maybe around £300k) if house sells but vould be £280k etc. It will be going to a pensioner, and I am wondering what the deal is here, could this effect said pensioners state pension and housing benefit? To my knowledge the…
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Question on Will re IHT
Hi, I’m amending my Will with Which that I did back in 2016. I only intended on changing my executors around due to a death. They’ve sent me the form to edit but in the last 10yrs, they’ve said there’s some extra questions. I’ve been fine with them all except this one. Do you want the shares to be in your chosen…
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Deceased mobile contracts
HI mSE, looking for some advice. My elderly father has recently passed away. Its become apparent that he has multiple (7) mobile phone contracts with 2 different providers. Hes the type that goes into the mobile phone shop and unlikely he would have signed up to any of these contracts online. I've questioned one of the…
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DWP asking for my bank details re my dead mothers Assistance Allowance
I’ve received a letter from the DWP for my bank account details to be sent back to them by post. 1. I am not happy sending these details to them by post. And 2. Why are they asking me for my details. thanks
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Father died with no will, mother died but cut me out
My father died in 2014 without a will. There was no discussion, my mother kept the house, assets etc. My mother then died 2 years ago and had made a will shortly before and cut me out. Watching Martin's programme last night, it seemed to hint that the lack of will of my father should have meant I inherited something? House…
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Nationwide - pay out to two accounts?
apologies if this the wrong place, but I wasn’t sure where else to post this. we’re trying to deal with my dads estate, and nationwide are saying the can only pay out to one account and not split them between two accounts. For a bit of rough context, my dad had 8 accounts, 4 ISAs, and 4 other accounts. We want the money in…
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What will happen if I, as a beneficiary, refuse to sign Receipt and Release/Indemnity?
What will happen if I, as a beneficiary, refuse to sign Receipt and Release/Indemnity? I am happy to agree that I am satisfied with my quoted share of the Estate but as I’ve had little/no involvement with the deceased’s or Executors’ accounting, I don’t agree that I should need to indemnify if the accounts are wrong.
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Premium bonds after bereavement
my dad passed away recently unfortunately my mum noticed my dad has quite a lot in premium bonds, which she now gets she just wants to cash them in so the money goes to her current account she is 100% computer illiterate and doesn't want to do nanything online can you do it over the phone instead and is it straightforward…
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Rewrite a will
Me and my husband plan to rewrite our wills, basically mirror wills. So after first death, everything is left to the spouse. If the spouse is predeceased, everything goes to our niece as we have no children. Our property is joint tenant. I believe the surviving spouse can continue to live in the house. Is this a simple and…
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Money Moral Dilemma: What should I do with the inherited money that I feel guilty about spending?
This week's MoneySaver who wants advice asks.. I've recently inherited some money. It's enough to buy a new car, something I do need. But I feel too guilty to spend it - I would much rather have the person I inherited it from still here, and it breaks my heart even thinking about spending it, as doing so would almost feel…
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Lost Account
Hi. Please can I ask for help with the following: I am in my early forties. I lost my mother about thirty years ago*. At that time there was a conversation wherein my mother mentioned a bank account where she had set aside some money as an escape plan to leave my father. It wasn't much money, that isn't the point here. I…
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Reporting a Simple Estate to HMRC
Hi all, I'm a rare poster as the answers I need are usually easy to find on here, but some extra clarification on this would put my mind at rest. Mum died last summer, and had let out her home whilst battling cancer. Probate's granted and as executor I'd like to tie in reporting the simple estate with the tax year end and…
