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Conveyancing Solicitors: Distributing Property Proceeds
I'm the Executor and a also residual beneficiary for an estate where the property was held as Tenants in Common. Both parties have now died, I'm applying for probate, and the the sale of the house has just been agreed. Five siblings have been left one quarter of the property only, split equally between them. One of those…
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Insuring interstate property
My mother has recently died and left her assets in her Will to my and my sister. We are also both Executors of the Will. Whilst Probate takes its time, are we able to insure the property? It is over two hours away from where my sister and I live, and whilst we intend to go to it at least twice a month to check on it, I'm…
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Inheritance tax form IHT400
I appreciate I am asking lots of questions on this Forum about Probate etc, and really appreciate any advice. My mother's assets are less than £500,000 and are left to me and my sister. When I open the IHT400 form to fill it in, it has a box that comes up with 'do you need to pay IHT? If not, then close this form'. I know…
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Probate Service - Any ideas to speed the process!
Hi, Background: We applied for my late mother's probate, again, back in November 2024 due to the death of the probate administrator (probate had been granted previously). You would think it would be a simple case of changing one name for another, but it has had to go to a specialist team within the probate service! So far,…
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Probate and Solicitors: Is it All or Nothing?
About 20 years ago I was executor and handled the probate for my late uncle. I did it all myself and I had to write a lot of letters to get the individual valuations needed to value the estate as a whole. But I didn't find the process difficult, just time-consuming. Now I want to take-on the executorship of a relative who…
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Advice please! Administrator delaying distribution of estate.
Hi I'm looking for advice please. My father died without a will over a year ago. My brother applied for letters of administration in his own name. I am a 50% beneficiary of my father's estate. My brother moved his son into my father's house the day after my father's funeral and despite my objections he has been living…
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Paying Out to Beneficiaries
I am the executor of a will and have paid everyone their dues except one who is due £1000. I have no address for her, but a phone number she has a call screening system in place, I keep leaving messages asking her to call me, but she never replies!! This has been going on for over a year.How long do I have to keep chasing…
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Some advice - Probate
Hi All, Im sure this is a easy question to answer. My Mum and Dad setup a protective property trust years back. Which mentioned if one was to pass away, their 50% of the property would go into the trust. Unfortunately my mum passed away in Oct 2024 and my dad passed away last week. The question is, I presume i would still…
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Capital Gains Tax after selling an inherited property
I am acting as lead executor selling our parents property and the property is left to myself and my brother in equal shares. As I was the one who got Probate (with him as Power Reserved), the proceeds of the sale will come to me then I distribute his half to him. Probate value was £370,000 but we have only achieved…
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Scotland: distribution of estate
I fully appreciate this is, in many ways, a 'how long is a piece of string' question. Although I've acted as Executor and completed probate in other jurisdictions, I'm not familiar with the Scottish system, so my expectations may be all wrong. Confirmation was completed in November 2024, property sale was finalised in…
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How to find out if dad's IHT allowance passed to mum?
Bit confused by this... Dad passed 10 years ago. I don't believe he used much (if any) of his IHT allowance when everything passed to mum. Now mum has passed. Property value is 325k, but including everything else will put us just over 500k (by about 20k). How do I find out if mum received any of his IHT allowance (as IHT…
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IHT gifts from a joint current account
Hello I am asking on behalf of an elderly family member. Almost everything they have is in joint names, other than the car V5's. When both left their jobs about 10 years ago at/about the age of 60, they decided to change their separate Current Accounts at the same bank to a joint account. The husband is the first named on…
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Interesting article from the Beeb
Article about will fraud: How fake-will fraudsters steal millions from the dead - BBC News
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Solicitors (again!)
Hello, it's me again with Will Executor Blues - will it ever end?!? Back at the end of March I moved from Sols.No.1 to Sols.No.2 because I couldn't take it any longer (those who've read my previous posts know the story). The stress was reaching unsustainable levels. I thought best to move to Sols.No.2 who had originally…
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Gifts out of Surplus Income- School Fee Savings
My father is trying to assist with the preparation of school fees for our child in the future. He has a steady income and could support us with regular 'gift out of surplus income'. However, our child doesn't start secondary school for another 4 years, as such he'd like to pay into a savings account so that this can be put…
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Question regarding financial help for funeral / Over draft question.
Hi I hope this is okay to ask here and hope this doesn’t sound cold because I feel
it for asking I live with my mother (48) and have done for 6 years. My mother was diagnosed with
cancer 3 months ago. At first they said it hadn’t spread but 3 weeks later they
it had and it was very aggressive. Shes quickly getting worse.…
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Inheritance Tax Gifts and 7 year rule 2nd Death?
My wife and I have shared bank accounts. We have mirror wills leaving everything to each other. We have gifted money to our adult children. Hopefully we will both survive seven years making this question irrelevant. However, is there a way these gifts can be considered as joint, so that if one of us dies within the 7 seven…
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How to describe myself in Scottish Law?
I am trying to apply for an Initial Writ to be an Executor Dative for a relative who died in Scotland. His closest living relatives are children of his aunts and uncles (themselves now all deceased). In my first attempt to obtain an Initial Writ I described myself as first cousin once removed to the deceased, which I am.…
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Rights Re Will and Pension
Hi. A very old friend of my husband and his family died approx 18 months ago. He left a Will stating my husband and brother should be given the money from his pension split 3 ways between a female relative and the 2 men.(hubby and his brother nursed him not knowing they would be left anything)We have been waiting ages to…
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When I go
When I go I want to leave my affairs in order. I am not interested in hiding my assets to avoid care home charges. I am not interested in avoiding tax on my estate. It could be circa £500,000. I have a simple will which shares my estate between two sons who are executors. I understand settlement of my estate could be…
