-
Contacted By Heir Hunter
Hi My estranged brother died in July . He had me down as next of kin even though we had not spoken for 20 years long story no one spoke to him due to things he had done. As far as I know he died in a homeless shelter. The council paid for his funeral. We have now been contacted by an heir hunter who on first conversation I…
-
Changing Joint Tenants to Tenants in Common for Will
My father in law wants to get his affairs in order but just needs help with clarifying a few issues with regards to making a will. He has a few pensions, assets and savings in the UK which he wants to split between his children and grandchildren. He also owns a house with his current partner, joint tenants and mortgage…
-
Excepted Estate - No Probate Required
I am posting this for information only and would appreciate some help as I cannot find anything on line. If you have an Excepted Estate that does not require probate as all the assets are in cash. There is only one beneficiary and they plan to do a Deed of Variation for the whole estate value within the 2 year period…
-
Probate advice
Hi, An elderly friend has recently died, he has no next of kin or relatives, he has a will which names my mum as executor & myself too if my mum was no longer living or unable to deal with his estate. My mum is elderly & in ill health, so she has asked me to deal with the deceased affairs. I know I need my mum to complete…
-
Bank Account for Discretionary Trust
Hi, Our father passed away 7 years ago and the will arranged for his half of the family home to be protected by a Discretionary Trust. Our mother, after an extended hospital stay is now in a nursing home. We need to sell the house to fund the home fees. On sale, half of the home will go into a Discretionary Trust. We'd…
-
Capital gains tax inherited property.
Hi, I inherited a property in 2023, I renovated it, put it on the market and the sale completed last Friday 21/11/2025. My accountant is currently working out my capital gains liability. I have a valuation from an estate agent from 2023, which I submitted to the accountant, she says HMRC will need a retrospective valuation…
-
Understanding letter of confirmation in Scotland
Hi can anyone help. I need to submit forms for confirmation for an estate in Scotland. Property owned jointly by spouse with a survivor destination on the title. I had understood this meant the property passed automatically to the Spouse but do I still need to include the property on the forms and if so, assume it's 50% of…
-
What are the probate solicitors' obligations to benefactors?
My mother died in early June this year. Her will left
everything to me and my brother and specified a local firm of solicitors as her
executor. Her estate comprises a house worth about £600,000, a few thousand
pounds in savings, and that’s about it – no shares, no insurance policies that
we’re aware of, and no debts. I’ve…
-
Clarification needed
I am looking for clarification on how a deceased estate is calculated when I joint owned property is involved. My husband and I owned our house as joint tenants and this has passed to me by survivorship. My question on this is, for purpose of the estate calculation to settle his debts, is his half of the house included in…
-
Termination of Life Rent and Property Transfer
My father’s second wife had life rent in the family home (Scotland) after his death in 2020. Recently she also passed away and the solicitor is now going to terminate the trust and transfer the house into the ownership of my brother and myself. We anticipate that he will probably buy me out in the New Year and live in the…
-
Confirmation for will in scotland
I’m executor the estate is slightly over £36k and all cash in a couple of different banks The banks don’t require confirmation to access the funds. But do I still require confirmation? I do have a solicitor involved but they take weeks to come back to me with answers, and previously wanted hundreds to apply for…
-
Death of tenant in common, share left to spouse in will
I need some help and really cannot find the answer to this particular question after lots of searching. I am acting as executor for my recently deceased Mother in law. Mother in law and Father in law married and Mother in law left everything to Father in law in her will. They own(ed) a property as tenants in common.…
-
Probate Forms
Hello everyone, after having my Dad's house valued yesterday I am now in the position to fill in the Probate forms. I was just interested to hear from people who have done this online. Can you go through the form first to make sure you have everything to hand or is it a one shot deal were you have to complete it all the…
-
Intestacy, Joint Tenants & IHT Liabilities?
My father has just died without making a will. He is married to my mother and I have one brother. His assets are; Marital home owned with mother as joint tenants - £225,000 (value of his half of house)Rental property owned in his sole name - £425,000Savings and cash in bank - £125,000TOTAL - £775,000 My questions are; As…
-
CGT on sale of shares (proceeds being split)
My brother has just sold some shares which has belonged to my mother's estate. We are joint executors and we have a question about CGT. The shares have luckily gone up in value since she died and we are therefore unsure what happens with CGT. Will it be liable? Or if it is directly related to the estate it is allowed not…
-
House valuation (certain situation)
Hi, So I've been tasked by the will with being the executor of my late father's estate, and have to get the house valued. There's me and my two other siblings that are inheritors, with the estate being split equally, i.e. thirded, between the three of us. What slightly complicates things, is I'd like to make an offer to my…
-
Executor refusing to distribute estate
Hi all, me again, and yes I'm still (coming up to 12 years) having issues with the executor/administrator of my mum's estate. Right, for those who don't know the background, from previous posts/treads, long story short (well, as short as I can make almost 12 years worth of troubles), the executor who was a solicitor (he's…
-
LPAs questions
Have recently set up the 2 LPAs for my mum. Both me and my sister have our LPA attorney documents . I have set up a GOV.uk.one account and added both LPAs via the refs and keys . Can I access the LPAs via the GOV.UK one app . I have logged in and it is now asking me to prove identity ? via passport or DL . When I have done…
-
Registering a IPDI trust. Advice appreciated.
HelloI'm looking for some guidance on registerring a trust. Father passed away Jan 24 leaving a IPDI trust allowing my mother to coninue living in their house that they owned as tennants in common. I'm getting close to the time I need to registerr the trust (2 years from death). Is this a relatively easy process to…
-
Medical Negligence
Hi, I’m sorry if this is the wrong category? iIt was the closest I could find. I am looking for some advice as to whether this is medical negligence. My mum who had COPD was admitted to hospital with an infection. After several days she wasn’t improving and they intubated her but not in ICU they did it with her awake in…
