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Do I have a valid complaint against pension provider?
Hi all - my FIL died suddenly Sept 2025 but thankfully had everything 'sorted out': all pension beneficiaries specified, wills, etc. My wife is executor, we have had probate etc However for some reason he had a very small pension pot (under £5k!) with Fidelity and the process has been long-winded. 16 page form to fill out,…
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Lodger died with almost no assets
My friend's brother has just died. He's a lodger in someone else's house. He didn't have much and I think his landlady has already picked over his stuff (she took his booze and cigarettes while he was still lying dead in his bed.) From what we've read, his rent might still be due. My question is this. How is she supposed…
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Inform Land Registry of Death of Tenant in Common?
My father passed
away 6 years ago (just after the start of the pandemic). He and my mother owned their home as tenants
in common since 2016 – they severed the joint tenancy at that point; they had
mirror wills in place naming my sister and I as beneficiaries of his share. A solicitor handled all this for them. After…
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Reporting change to value of estate
If a further bank account is found for a deceased after HMRC has provided the executor the unique code, but before the application for a grant of probate, how should the executor deal with the probate application? It is a relatively small sum (say £900 approx) and there is no IHT payable at on the estate. HMRC say do not…
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IS THE FIRM PURE CREMATION TRUSTWORTHY?
You may have seen this firm's irritating ads on TV. I don't watch much TV, but when I do I have to put up with their repeated ads. A friend of mine used to work for Pure Cremation, but found the firm care more about business targets and sales as opposed to good customer service. Another friend of mine recently got a quote…
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Transferring assets in event of terminal illness
Married couple, one of which own a second property entirely in their name which they inherited about 10 years ago (and have never lived there). Their spouse has been diagnosed with a terminal illness and looking online there is a suggestion that the property should be transferred into their name as when it's then…
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Bringing back body of deceased without using a firm
Can anyone please tell me if one can bring back the body of deceased relative from Europe. I gather that the body needs to be in a coffin that is lined with zinc and sealed if it goes by air, so does anyone know a supplier of these at a reasonable price? Their son has a huge MPV where seats come out, so wondering if him…
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Hargreaves Lansdown HL - Not issuing Estate Pack
Does anyone know who I can make a complaint to about HL for not sending the Estate Pack over 4 weeks from my father's passing? I'm aware the acct is frozen but that could be another 9-12 months like that waiting for Probate which I can't do until they send the pack. Emails and calls have been met with apologies, 'it's…
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Help Appreciated - IPDI , Trusts and distribution of previous legacies
I thought I could sort out my dad’s estate but probate and
IHT and other anomalies are becoming confusing
the more I read and find on the web. Dad died at the beginning of September and I'm one of three
executors who are the three main beneficiaries. My sister wanted to get legal
help but I persuaded her to do it ourselves…
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Relative in care home
Hoping someone can help, this is a subject that I have no knowledge of. My 79 year old brother has severe dementia and is in a care home. His wife has been taking care of everything. Sadly she had a stroke recently and died a few days later. My brothers social worker has contacted me to ask if I want to have POA, I think…
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IHT forms - what I've learned...
in case it helps anyone else:1) you need to use the Adobe pdf software. if you do then the autocalculations within the IHT400 works and (despite what it says on gov.uk) you CAN save a part completed form. You still need to manually copy info across from the schedules. If any figure is negative the box will stay blank. 2)…
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Instructions in a LPOA
What kind of instructions are usually added to both kinds of LPOA to ensure your wishes are met after you lose that ability to manage your affairs
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Leaving house in trust
Hi, we have two children and when my husband and I pass this will be left to them to share equally. We are in the process of buying a new house. Would it be beneficial at this stage to put this into a trust for them now to save any issues later or are we just better leaving it in mine and my husbands names and it will…
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Any need for a will in a very simple setup?
I've spent quite a bit of time reading through the reasons for why one needs a will and, though they all make a lot of sense, most of them apply to lives more complicated than ours.For a married couple with no children (and none by former partners, no overseas property, etc etc), are there actually any benefits if we'd…
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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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Wording of Will
A relative is making a Will. He has no dependants so it should be fairly simple. His daughter has always relied on the support of the benefits system and this is unlikely to change. He doesn't wish to entirely disinherit but also doesn't want to leave her in a position whereby leaving her a gift affects the benefits she is…
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Trust will and residuary gift for grandchildren...help!
I've had sight of a Will with Trust and Grant of probate but having trouble interpreting it. Can anyone help me please. It says" the trustees shall hold the capital and income of the trust fund for such of my grandchildren as shall be living on the survivorship date and attain the age of 25 years before the end of the…
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Inheritance Tax Allowance
Hi, We (two siblings) have recently lost both our parents and are trying to deal with their estate. Our mum died in June 2024 and our dad died in May 2025. Due to our Dad's ill health after losing Mum, we had not dealt with Mum's estate prior to Dad's death. Neither parent had a will. We have the following questions: * Do…
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Tidying up, ready for my executors
I have just about completed executing my late husband's estate. This is included registering an IPDI Trust on our property which was held as tenants-in-common. which was done via a solicitor. The paperwork is all in place. The property will need to be sold when I die so that my children and my stepchildren can receive the…
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Government wills site
Hi All I have noticed this morning that the wills site at Find a will | GOV.UK is not currently working correctly. There is a work around for those who use it regularly like me although its not great. You need to clear cookies before every search. I have messaged them to inform them however wanted to let you all know in…
