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An update to Brother Refusing to Leave Inherited Property
https://forums.moneysavingexpert.com/discussion/6538152/brother-refusing-to-leave-inherited-property/p1 1/ In May 2024, my brother was served a 6-week notice to vacate the family home, as he’s considered an excluded occupier (per our solicitor). However, he still hasn’t left. 2/ A court hearing scheduled for September was…
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Interim distribution of estate
I am one of two executors of my late husband’s estate. I am one of three beneficiaries. I have already made one interim distribution to all three and am now ready to make another, leaving just a small amount in the account until everything is finalised. (There is no property to sell.) One of the beneficiaries is on…
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IHT and Domicile
Hello all, so my mothers probate is throwing up questions that my sister and I had never considered. Just as a bit of a quick background. My mum was born in the UK, but moved over to Ireland in 2019 when her dementia became too much and she needed the support of my sister who lives in Ireland. She eventually went into a…
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Query over insurance money paid into a joint account
Hi Very sadly my partner recently passed away from cancer . Before he died he cashed in one of his pension funds under critical health. He completed the forms sent by the company and these were returned and received on the 2nd September by the company Very sadly he passed away suddenly on the 5th September . The money was…
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Earlier transfers - IHT 403 form
Im struggling to understand the relevance of this section of the schedule IHT403 form - questions 18 and 19 - despite having read the guidance notes. It seems to suggest as an executor you need to research gifts made up to 14 years before the death of person. I always thought you only had to worry about the previous 7…
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Gifting, IHT, ISAs and record keeping
Hi I'm looking for confirmation around my thinking here please. I have been gifting each of my two daughters between £3k and £20k each year, over the last ten years. This has come from my personal savings (sourced from PAYE) and transferred to my daughters personal current accounts, from which they have been investing it…
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IHT planning/ trust funds
I was wondering if anyone can point me to a good information source/ give general advice regarding trust funds. Currently am married with young children (primary school age), we have a house that is mortgage free. I also have life insurance policy in place (level term). I was wondering (generally speaking) what is the best…
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Probate where property is left in Trust for children
Hi all I have been appointed a trustee in a Will from my sister. The trustee is to manage finances and their residential property on behalf of my sisters children until they turn 21. Would this be considered a complex probate case? I'm debating on using a solicitor or going solo Thanks in advance
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Wrong will sent
What a clump I am! I’ve just been notified that I didn’t send the original will, only the certified one. Having not dealt with anything like this before I thought the certified was the all important one. My brother, the other executor l, had the original which I was unaware of. Will this delay our application by very long?…
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HMRC response time September 2024
hello. I wondered if anyone had any idea about HMRC response times at the moment? I appreciate it will vary dependent upon the topic - and I have raised this before elsewhere some time ago, so apologies if I should have repeated/updated my question there... I received a letter from HMRC in April stating that they would…
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Daughter excluded from grandmothers will - please help!
I am really looking for advice re protecting my daughters interests. She is 10. I have had a difficult relationship with her father since we separated 3 years ago and have been through family court proceedings. My ex is very wealthy and is from a wealthy family. While we were still together, his elderly mother had told him…
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Brother in Law died - no estate or will
My brother-in-law died a month ago, as his only next of kin it's down to my husband to sort everything out. He had learning and physical disabilities and was in a care home, so had no property other than some clothes and toys which have been donated to other residents in the home. He had no bank account and his benefits…
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What next?
Probate was granted, IHT wasn't payable, house sold and all monies distributed according to the will, no CGT payable, estate accounts finalised and documented is that it or is there anything else I need to do as executor?
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Inheritance payment bank charges
I was left a fixed sum of £8000 in a dear friends will. Her solicitor is the executor and has finally released the funds to all the beneficiaries. However, the solicitor has charged each of the beneficiaries £30 +VAT for the bank transfer. There was no mention of such charges in the letter I received when they notified me…
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Waiting for HMRC code
Hi all Thanks to the amazing advice on here,we submitted the IHT400 and Associate schedules etc two weeks ago. We are below the 500k IHT threshold. Am I right in thinking we now await a code which should be emailed in order to allow us to apply for probate? Assuming this is correct, does anyone know how long this is…
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Directgov Probate Register Question
Hi On the directgov probate search why do some entries state a city name as the registry office and others say principal registry.
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Probate : 16 weeks and counting
Hello ! My father sadly passed away last October, and I made the probate application in November. I waited for the minimum 8 weeks to contact probate service, by which time they had changed it to minimum 16 weeks so I haven't actually phoned them yet. The probate itself is pretty straightforward - a current account, a…
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relatives will/estate
just looking for a bit of advice. my Grandad passed away in 2022 and in his will it stated that his partner can stay in the house until she dies then it’s to go 3x ways between his 3 children (2 are of his partners and Mum was from a previous relationship). fast forward to 2024 and unfortunately my mother has now passed…
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Protection against care home fees
Hi does anyone know what it's called when a married couple agree to leave their half of the house to the children. So that if one dies and later the other has to go into care the authorities can only take half the house. Thanks very much
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Period of administration - HMRC timescales
Is there a way, or does anyone know what the timeframes are, for HMRC to process a period of administration letter from solicitors. I've tried calling HMRC, but I am not the executor of the estate so do not have direct contact with the solicitor to know exactly when the letter was sent, but I expect it to have been around…
