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What powers do trustees have?
Me and my partner have wills. Our home is mortgage free and we are tenants in common with the land registry. Both wills are identical and have 2 beneficiaries.....my son and my partners son. Trustees are my partners son and her sister. On the death of either of us I believe their estate (50% of what we have including…
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Changing my will
I am considering changing my will but have no idea how to go about it and how much it would cost. Things have changed a lot since it was made and I'm now mostly bedridden so I have no idea how to go about this. Id need to do this without my partner knowing. Any advice gratefully received.
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C1 Grant of conformation help
My Mum recently passed away and I am trying to help my Dad save money in solicitors fees by completing the C1 form for Grant of conformation. My Mum had several cash ISA accounts in her name and one of them is requesting grant of conformation. They have a joint will and the property has a survivorship clause, and…
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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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district valuer querying value of house, i replied, how long to they take to decide?
Hello, I'm the executor for my late mother who died March 2024. The estate required iht to be paid and included a property. I valued the property as the average of three estate agents valuations, paid the iht and was granted probate in April 2025. Prior to probate I did not get a RICS valuation. The district valuer wrote…
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Things to know before becoming an executor
I've been asked by my dad whether I am willing to be an executor to his will, jointly with my sibling. It makes sense for us to do this, but before I say yes, I would be interested to know other people who have been an executor wish they had known beforehand. Is there anything I should be mindful of? Is there anything in…
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Inheritance and DWP Benefits
Inheritance due: £14,200 Employment: Self Employed Living Status: Private renting Marital Status: Cohabiting (fiancée) Dependants: 2 Benefit: Universal Credit Hi guys, so a few questions regarding the situation I’m going to find myself in soon when I receive the above inheritance. I understand the basics surrounding £6,000…
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Discretionary trust?
Hi As joint executor and trustee of a will which splits things jointly into discretionary trusts. Can anyone explain in layman’s terms what this means. Rodney
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Life interest in house
Mother and StepFather owned house as TIC in 50% shares. Mother died a few years ago, leaving her estate, which comprises of cash in bank, her share of the house & her chattels equally to her 2 adult children. Adult children & StepFather are all Executors but StepFather is NOT a beneficiary. StepFather is allowed to remain…
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Extra sealed copy of probate grant
I need an additional sealed copy. Can I order online ? I did find some info but it just seems to refer to a download for £1.50
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IHT and Probate
Hi, I submitted a probate application in respect of my father on line as there was no tax to pay, thinking that the estate was exempted. I found out that I required to submit a IHT 400 because I needed RNRB to be below the threshold. I have now submitted the IHT 400 and all the associated schedules. In doing the IHT 400,…
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Secure Funeral Solutions Ltd in liquidation how do we get will back
Hi, I am trying to help the partner of a colleague who recently passed away. They made a will using Secure Funeral Solutions Ltd, 217 Portabella Road, Sheffield. This company has since gone into liquidation. They held the signed copy of the will at their offices and his partner only has an unsigned copy. Does anyone have…
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Whats the best way to leave all my £349K estate to my 40 year old niece??
Hi, my estate at the moment is worth around £349k & i want to leave it to my 40 year old niece & cant find out what her tax liability's might be. IE: Inheritance, personal earnings tax, & anything else the government can throw at her. Any thoughts.?
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Who's responsible for the house bills between probate to its sale?
Hi, so I'm the administrator of an intestate estate in England with two beneficiaries. I wanted to organise the house sale as one of the first priorities, but due to a very problematic and threatening beneficiary it took over a year. Before the death, I was in the house as a carer and lived in it after the death, with the…
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Probate granted for dad
IPDI trust, shall I add my names and brother as trustees. I understand mum will not be able to sell,property or downside without trustees. Will it be to our advantages if she adds our names as beneficial and legal owners instead of trustees? Thanks
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Basic guidance following death of wife
Someone close to me has just lost their wife after illness, which involved 3 months in a coma. They separated 15 years ago, both owned their own homes but remained very close throughout (as friends) and have no children. The wife has her mother and brother, with no other family. They had plans to move away and end their…
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Trust Will vs Normal Will
Hello, I have an existing trust set up which is to provide for daughter (a). Daughter (b) is a co-trustee. I wish to write a will and I would ideally like my money to go directly into this existing trust for daughter (a) as I believe this would be a simple and low-cost trust fee. Is this possible or would I need a more…
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Update and more help needed please. Executor issues.
I have updates to my original post and would be grateful for any help/insights please. Thank you. Ive left the original question and added the update at the bottom. My original question- A person dies and has named one of his children as executor of his will. The will divides the estate (property and cash) equally between…
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Making a will via will writer or solicitor and can I keep will in my home?
I'm wondering who people have used to make wills,have you gone to a local solicitor or used a a will writer? My will would would be a simple one with a home being left to my son. Also can anyone tell me if you were able to keep the original will that you paid for in your own home or do solicitor's insist on them storing…
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Sending forms to HMRC via Click & Drop
I can't send my IHT forms to HMRC's address via Royal Mail's Click & Drop online, as it won't accept the BX9 post code, and insists on a City being entered. After a bit of research I've found a link on HMRC that provides an address 'for…
