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IHT forms if no probate and no iht due
Mum died earlier this year and there was no probate as the only assets were small amounts in the bank which they released to me as executor of her will. Looking on the HMRC site, as it is an excepted estate and I didn't have to apply for probate, I don't think I have to do anything else or fill in any forms but wanted to…
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Property disregard rules for care home fees if a family member lives in the property….
Can anyone help with the following, please. Our mum has just gone into a care home due to having dementia, and we have applied for deputyship of her financial affairs and H&W as there’s no LPA in place. As she owns her own home the 12wks property disregard currently applies but after this she will be seen as self funding…
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Probate IHT which form?
I have started the probate process online and have fallen at the first hurdle. I am being asked which form I have completed. IHT 400 and 421Forms you completed because you have to pay inheritance tax IHT 207 Forms you completed because you do not have to pay inheritance tax because it’s an excepted estate and the person…
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What to do with inherited share of house?
Hi - I'm hoping I can get some clarity on what should be done in the following circumstances, alongside what must be done. My father in law sadly passed away in June, leaving his 81 year old wife (in good health). My wife is their only child. He left his minimal estate to his wife, all sorted, other than his 50% share of…
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Obtaining Confirmation on my mothers death
Hi, I was looking for some help. I have completed form C1(2022) to apply for confirmation and took this plus all of the other relevant paperwork to the Sheriff court in Glasgow. The form has been returned referring me to the notes online (which i have read) stating that Box 2 of the declaration has not been completed…
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Help with the death of an executor and beneficiary (please!)
Good Evening, Please coud I ask you all for your help please :) The scenario is : Four people , 3 brothers and Sister lets call them J,O,R and P All live in England J dies and leaves a will to be split evenly between O,R and P O,R and P are named executors of the will of J Probate is granted , house of J is put on market…
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Autumn statement, possible reduction in IHT
Hunt may reduce rates from 40% to 30 or 20%… how would this affect those already in the process of paying… ? It’d be heartbreaking to have to pay and know we could have had a lesser burden. Dad died in June, we don’t yet have probate..
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Witness signature
My Health & Welfare LPA has been rejected, because Part 5 was completed, including the witness signature, but omitting their printed name and address.Apparently I can submit a new LPA at a reduced fee, but as the witness has provided this information on other sheets I thought that such provision was only good practice…
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Understanding will - help please
Hi All, I have just downloaded the copy of a Will. Are you able to confirm my understanding of this please? - he appointed two people as trustees and executors (one of them now - below referred to as <Trustee 1> - deceased but was alive at time of death) - subject to the payment of my funeral expenses and debts I give…
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Help with provision of intestacy estate
Hi, Really hoping for some help please. My father died, unmarried and with no will. he had a long term partner and 4 adult children. 2 of these children are with his partner and 2 from first marriage. According the the rule of intestacy the partner will not inherit. she had so far received £35,500 from a death in service…
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Free Wills month
I have an appointment with a local solicitor tomorrow to make my Will under the Free Wills month scheme. When arranging the appointment I was told that they expect a minimum donation of £100 to the chosen charity. Has anyone used the scheme and if so how do we pay the charitable donation side of it. My Will should be…
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Advice needed
Bit of a long story behind this. My wife was taken from her mum when she was very young by the council and placed with her grandparents in kinship care as part of a special guardianship order. My wife lived with her grandparents until she turned 18, when she moved out for uni. There was no contact between her and her mum…
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Could we avoid probate completely?
There is just the two of us, NO children. We own
our own home in joint names, we’ve made wills giving everything to each other
on the first death and in the event of the last death everything goes to my
wife’s two sisters. I am nominated as the executor of my wife’s
will, a solicitor to help my wife in the event of my…
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Property Valuation for Inheritance Tax
The district valuer does not accept the valuation of the property A given by 3 local estate agents. He quotes a review of 4 comparable properties of circa size and age and then states the sale evidence were concluded in 2021 which is up to 23 months before the death of the owner of property A. Am I entitled to ask for…
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Solicitor executor with house sale issues
I regret any inconvenience, and I seek your guidance in locating relevant prior inquiries, if any. A legal representative (solicitor) has been designated as the executor for the testamentary matters of my deceased mother. . The appointed solicitor has communicated that the probate proceedings are straightforward, given the…
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Probate registry spelled my name wrong, how can I get them to change it.
I am the executor of my aunts estate. My solicitors, who applied for probate on my behalf, went into administration and passed my file onto new firm of solicitors. The probate was granted on 20th July but the probate register managed to spell my name wrong, "Garry" instead of "Gary". They won't talk to my new solicitor as…
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Is it illegal for 1 beneficiary to inform the other that they are executor, when they are not.
A Will has been received and it is an equal split 50/50 between 2 siblings. However, 1 sibling received the will in the post and informed the other that they were the executor, that they have applied for probate and sent the Will to probate so they could not show the other sibling the Will. This has all turned out to be…
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Several questions about trying to do IHT and probate without solicitors
Hi, My father passed away last September, and I'm named as one of three executors in the will. I'm hoping to be able to sort this out without needing to pay a solicitor. Have done some online research and got a few questions. The situation is that: Will leaves everything to my mother. Everything = house (where my mother…
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Death of estranged parent - asking for a friend
Quick summary of the question: as the nearest relative, does an estranged adult child HAVE to register a parent's death? Explanation of the question: younger friend (YF) reports that a parent has died. YF was estranged from both parents, and the remaining one has dementia (sufficiently severe that arrangements need to be…
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Solicitor Interim payment
Having been through the Probate washing machine this year, started late January after my fathers death,i received the Grant of Probate on the 13th September, all his assets have now been gathered in by the Solicitor apart from monies from the sale of the house, which is up for sale as we speak. Spoken to tthe Solicitor, he…