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Excepted Estate Clarification
Hi All I would welcome clarification of my situation if anyone can help. My Mum died in 2013. All bank accounts were joint and she and my dad jointly owned their home. Her will left everything to Dad and he did no probate or other paperwork and just carried on as usual (finance wise). My Dad died a few weeks ago but for…
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Completed c1 confirmation returned
I completed a c1 form but have had it returned with a letter saying corrections required on c1 form . They have marked the inventory at the bank accounts but unsure what ive to do .
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Executor-dative scotland
I have completed a template to petition the court for executor-dative my mum passed away with no will and estate is above £36k.any advice on how I have completed the template
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Discretionary Trust Surrender
Asking on behalf of mother in law who’s sole remaining parent just passed. In summary and without as much commentary as possible: remaining parent died in Feb-26 (FY25/26) discretionary trust set up 7 years ago £33k approx remaining Two trustees (both daughters of deceased) are now the beneficiaries and remaining trust…
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Probate application help!
Hello, I know you'll probably tell me to pay for a solicitor but I'm really hoping some kind soul might help me with what should and shouldn't be included in my Dad's probate application. I'm almost there but going round and round in circles with the exemptions particularly for the IHT part as much of it passes to my Mum.…
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C1 Scotland Inventory
I have done a Scottish C1 Confirmation submission but I'm encountering hurdles getting the format of the C1's inventory accurate and theres nothing online with which to compare. The Sheriff is knocking it back due to 'formatting' issues and HRMC, when questioned (given it's their form), tell me they can't help and I need…
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Rewriting Will - thoughts
It’s getting a new Will drawn up time and I’d like to run a few things past those with experience. And, yes, it will be a solicitor Will. My current and past Wills have expressed my wishes in the form of gifts to executors, then absolute amounts to charities and to certain beneficiaries then a residual split. I felt this…
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Dealing with form R185 as a beneficiary
Hi, Quick question. If a higher rate tax payer receives form R185 but doesn't normally have to complete a self-assessment tax return then is there a simple way of paying e.g. writing a letter to HMRC or will they have to register for self-assessment? I'm assuming the onus is on the beneficiary to tell HMRC that money is…
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House in trust - who is responsible for buildings insurance?
Hi everyone My father sadly passed away a couple of weeks ago, he left his house in a trust to me & my two siblings. I am a trustee/executor as is his long term partner, who has permission to stay in the house as long as she wants to. We are on good terms. The household insurance expires at the end of the month and it was…
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How to compel Virgin to give access to my dads phone records
My father passed on 17th February following a short illness (pneumonia and sepsis) although he did have other health issues. He reported to his landlord on the 21st of January that he had no heating and he told me they had sent someone out, the thermostat was not working, and that they were coming back to replace it. On…
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inheritance tax
My assets total around £450,00. If I leave half my house valued at £400,00 to my son and the rest to my live in partner will inheritance tax be due?
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solicitor intervened
My solicitor has been intervened by solicitors regulators agency. my will is now in the S R A archives . updated my will April 2025 cost over £400 so that's all down the pan now. what's my next move in this situation
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Gifts on a Wedding
Gifts of up to £1000 made on a wedding (before the actual wedding) are free of IHT if my understanding is correct, even if one is not related to the person getting married. Doesn't that mean that one can actually give £2000, as £1000 to each of the pair.
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Asset Protection Living Trust
I'm looking for some advice on Asset Protection Living Trusts. I've spoken to a representative from Honey Legal about setting this up as our mortgage is now paid off and wanted to make sure we have looked into everything estate planning wise (have a will and LPA). I want to do as much due diligence as possible before…
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Probate / Will Query
First time executor here, feeling a little daunted. I am executor along with my spouse ( Executor B) for a good friend who passed away recently. The deceased's estate is well under the IHT limit. The deceased was married and their residence was held as tenants in common 50/50 with their spouse They ( the deceased ) left…
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IHT form 400 asking for copy of POA
Hi all, having returned the original and copies of the POA, I have discovered that the IHT form 400 requires a copy of the POA if you acted using it while the doner was alive. I don't have a copy of the reference either. Has anyone else come across this and how do I get a copy? I think you have to pay if you request one,…
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Unhelpful BBC news reporting on estate planning
So this week - there was an episode of BBC Money Box which covered estate planning. https://www.bbc.co.uk/sounds/play/m002wj1f Millions of adults across the UK, have not told their families what they want to happen to their money and property when they die. STEP, the Society for Trust and Estate Planners, reported this…
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Removing an Executive
Hello, my father passed recently and I have some questions that can hopefully be answered. His unmarried partner who lived with him is the main beneficiary - her bother is executor of his will. I stated to my father’s partner that I was going to post on social media about my father’s passing and I wanted a nice photograph…
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Storing a will
I am resident Spain but have made a UK will to cover my UK assets, which just needs to be signed when I come to the UK in June. But I was wondering about the storage of the will. I know most people leave it with the solicitors who wrote it, but I also see that it can be deposited with the HMCTS for a one-off fee, either by…
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Dignity Funeral Plan Refund
Hi, First time posting, I'm just looking for some advice since its my first time planning a funeral! So, my Uncle passed away recently and when we managed to get hold of his details, it turned out that he had a funeral plan with Dignity Funeral Plans (transferred from Rest Assured when plans became FCA regulated). That…
