-
Awful solicitor
Hi there, am a beneficiary of my mothers will (who died 2020, probate granted Dec 2021) and feel that the solicitor has facilitated the administrators complete and utter failure in fiduciary duty to my brother and I in that it has taken 3 years to sort this out and we are finally getting inheritance in the next week. I…
-
Asset/Estate Planning Advise
Hi My parents have asked me to look into possible ways to protect the family home and some savings they have from being used by the government for care costs if needed in the future. At the moment all we know is they own their house outright as Tenants in common and would be looking at ways to protect all or as much as…
-
Funeral Plans are a Con = Ecclesiastical and others
My aunt took out a funeral plan in 2009 with Anderson McGuire Funeral Directors Glasgow, the Funeral plan they had was from a company called Ecclesiastical Cost £2300, at the time it would have seemed the right thing to do in the glossy Brochure, thinking no matter what, all is covered even inflation years later, fixed fee…
-
Question 7. IHT436. Claiming RNRB
Hello Want to claim what we know is 100% of my mothers unused RNRB. Mother died in 2003, her entire estate passed to my father who recently passed away in 2021. She did not leave any instructions in a will to give anyone but my father any of her estate. We have IHT form IHT436 which states: Complete questions 7 to 15 if no…
-
Joint Executor with the legal firm who drew up the will - do they have to be involved/paid?
I've just found my sisters will - which she had asked me to be executor for. It also lists the legal firm who drew up the will as an executor - and they have the original copy. I will have to call them to get the original - but before I do - do they have to be involved (i.e. be paid)? It's a very simple - split 3 ways will…
-
Understanding the wording on a Will - not related to an earlier thread on the same subject
Could experienced posters please advise me who is the beneficiary of this Will? What does Person A and Person B get out of this and is it the children (not named) who are the beneficiaries? I am sorry it is long-winded, but thought it better to include all of the clauses rather than pick a few out. Very grateful for advice…
-
Mums Estate
Hi, Sadly our mum passed away last year after a long illness. She didn't leave a will however our Dad had passed away 9 years previously also without a will, at which time we sought the help of a solicitor to sort how his financials - once he had done this the solicitor said that everything would naturally pass to our Mum…
-
Advice please on inheritance tax
After my father passed away, my brother and I each inherited a one-third share of the house where our mum and stepdad currently live, while my stepdad received the remaining share. Neither my brother nor I have lived in the property for over 20 years. Now, my mum and stepdad have decided to sell the house, which is valued…
-
Discretionary Will Trusts & Residence Nil Rate Band
Martin says in his latest newsletter that if you hold a Discretionary Will Trust your children would not qualify for the Residence Nil Rate Band, however advice from Co-Op Wills says that your children can benefit from this extra tax relief when you die, if they sell the property within 2 years of your death. Can anyone…
-
Advice on death possibly through negligence
Please bear with me, and I hope this comes across right. On 27th Dec 2023, a close friend (55 years old) passed at home. Initially it was assumed to be a heart attack, but it later transpired to of been possibly caused by a piece of plastic that pierced or tore a vein/artery. Here’s a timeline of events: Pacemaker fitted…
-
Old MEB shares? Still valid?
My dad recently died and I found a certificate for 300 shares in the old midlands electricity board. He used to work there so it could have been that or he may have bought them at some point. If they are somehow still valid they are probably worth nothing but where do I even start. I tried to find out yesterday who took…
-
Planning the Funeral Service
We have planned our funeral services after going to a friend’s funeral and both agreeing how lovely it was and how we would both like a similar service. While we were there we spoke to the celebrant and asked if there was a way we could plan our services. She wasn’t local to us but explained many celebrants offer this. We…
-
Public Health Funeral and Estate Question......
Bit of a complicated one here, hoping someone can help.... My wife is estranged from her mother, but she keeps getting contacted by the care home as the next of kin..... It looks like the MiL may die soon..... She has been in a care home for circa 3 years....recently my wife recieved a letter from the OPG saying they…
-
First time buyer
Hello My father passed away nearly 2 years ago and left a will which put his house into trust with instruction to sell and the proceeds be divided between me and 2 siblings. I am an executor, trustee and beneficiary from the sale of the property. Probate has been granted and the house is on the market currently. Separate…
-
How does probate formally end?
Hi I'm sure this has been asked loads of times before, but the Search function doesn't return anything similar and the govt website couldn't be less helpful! How does probate formally end? When we applied, we estimated Dad's account balances from any recent statement we could find. Because we didn't have probate at that…
-
What to do when part of tenancy in common is left in will.
My parents had a tenancy in common for the house they jointly owned, unmortgaged. My father has just recently died and left his share (50%) to my sister in his will. This was expected and discussed and is not an issue. My Mother will also leave her share (50% ) in accordance with her will to my sister, again understood and…
-
My mother's Will
Hi, I hope someone may be able to provide me with some guidance. My mother passed away in June this year, she leaves my father in their marital home, along with my older brother. My mother had written a Will, but we were unable to find her copy in amongst my parents physical filling (my dad's was there). So I knew which…
-
Executor ID and house sale
Hi all. I need advice. My dad died in March 24. His three children are executors. We have probate granted in July 24 and received an offer on his house in August. My question is about ID and conveyancing solicitor. We live in different parts of the country. My sister and I had to complete a complicated online ID check with…
-
My Will...and Inheritance Tax
Male age 62, living in England. My wife and I have a Will leaving everything to the survivng partner. She had a son who will get everything once we have both gone. The son is not mine and was never adopted even though he is now 40 and I've known him/brought him up from the age of 2. As most of our assets are in our…
-
Will wording made understandable
Needing some help to undertand my uncle's last will and testament . I am thinking he may have left a trust? But at the same time i haven't got a clue. I don't understand it all.Last will and testament of xxxxxxx1. I revoke all former wills and testamentary dispositions.2.a I appoint PERSON A to be the executrix and trustee…
