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Grant of Confirmation
Good afternoon, I am in the process of completing the C1 Form and with the aid of this site I am almost ready to venture down to the Sheriff count to submit it. I am dealing with my Mother in Law's estate and it seems very straightforward. I only have two issues that I need to resolve. Any advice would be greatly…
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Estate agent asking for beneficiaries details
I am an executor on an estate and part of the assets is a farm and home which are being sold by an estate agent but he is asking for name and address details for all of the beneficiaries of the will and saying he needs to have them "legally". I do not feel the details of the will should be available to anyone except the…
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PA11 and PA15
Hello. My ex husband has just died suddenly. His will, done 20 years ago, appoints friends to be executors. My kids what to sort out the estate and the named executors are happy for them to do it now my kids are adults. We have filled in PA11 to allow the original executors to appoint my kids in their place. My quesion is…
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Inheritance tax - married couple, one died 2013, other 2024
Hello. I've tried and failed to find an answer - my mother died in 2013, father in 2024. So my mother died before the current rules on IHT following second death were introduced. She left everything to my father. My father has left everything to me, an estate totalling less than £1M. Are my parents' IHT allowances…
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Does a solicitor have a legal duty to carry out a will in a certain time frame?
Hello, My father died in July 2020. Myself and the solicitors to his will are both executors of his will. He changed his will many times before he died, at the time of death he left £40,000 to carers, charities, and my children. He had just over £1,000 in the bank. We were partners in business and he was paid a very…
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Insuring deceased's property
I need to insure the deceased's property, buildings and content, before it goes on the market to be sold. Nobody is living in house. Anybody know of insurance companies that would offer cover? Comparison sites just dont help in this situation 😒
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Probate nightmare, wills null and void
Advice please. I would be very grateful Applied for probate Sept 2023. I sent the Will and previous will, they weren’t in the best state. Process stopped and questions asked about staple mark so did a statement that explained previous will attached had come away but had enclosed previous will. Process stopped again and…
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Transferring Ownership of Tenants in Common to Beneficiary.
My parents changed their flat ownership from 'joint tenants' to 'tenants in common' and in each of their wills they left their share to me. My dad passed away last month so I applied for probate myself online and was really surprised that it was granted this week, after just 19 days. However, I don't understand what I need…
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Help with Deeds/Will Please
Hello everybody I am 70 with 2 Son's and married for many years with their Dad. My Husband has 2 daughters from his first marriage. One of whom has kept in touch and I like her. My Mother strongly wanted her house (which we now own, that is mortgage free) to be passed to my 2 sons. We have around 60k in savings. I'd like…
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Complex situation: how to avoid inheritance tax/ capital gains involving international Jordanian law
I would like some advice about the below situation. My partner is originally from Iraq and has lived in the UK the past 15 years. My partner's mother lives in London. She and my partner are British citizens. Her flat is owned by her mother (my partner's grandmother) which was bought in 2012. The reason the ownership of the…
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Probate - estate includes loan to 'friend'
Hi there, An estate that is being settled has shown large payments totalling over 40k plus since 2017 to a manipulative person in this persons life. The bank statements show several payments with reference as 'loan' associated to these payments. Is there any recourse for the estate to chase these loans without any loan…
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Rights on will inheritance
I'm one of 4 children: 3 brothers and 1 daughter - we're all in our 50's or 60's. My mum passed a decade ago and my dad is very elderly and experiencing a lot of health issues. My Dad drew up a will many many years ago splitting his house/money 4 ways - so 25% each. My 2 elder siblings are the executors. At current rates…
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Vacant Property Insurance
Hi Everyone, I am in the process of selling an inherited property and the insurance has come through for renewal. Initially I contacted the existing insurance company, in this case Swinton and changed it into my name with an extra premium payed for the change of circumstances. The renewal has come through at £587.60 and…
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Putting house into trust
We're considering putting our house into trust to protect it for our kids and ensure the whole thing can't be taken for fees and the like. We're in our early 50s for context, we've got a solicitor appointment later in the month but I like to be as clued up as I can be! I think we need a Life Trust, split 50/50 between me…
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Scrapping of a will
Hi, i'm wondering how to scrap a will and make a new one and will there be a charge? Is it easy to do? Also i'm thinking about putting someone on my will but i dont know where they live, although i do know of an older family member. Then some for a certain charity.
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Virgin Money delaying release of funds to executor
My late father held an ISA with Virgin Money. It is less than £15,000. He died last year and Probate was obtained and his estate administered. All that is, except for an ISA he held with Virgin Money. Upon notification of his death they called me (as Executor) for a telephone conversation and instructed me to send the…
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House in my name - part of the estate?
My husband sadly passed away recently. Our house was purchased in my sole name, I paid the deposit and have been paying the mortgage from my sole account. I am aware that as my spouse he may have had rights to the property (say if we had divorced). But now that he has died would the estate value include say 50% of the…
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Joint Inheritance of a property
My brother and I are to inherit my father's house, it's all paid off. Original intention was to sell and split proceeds. My brother is now asking if he could live in the house with his wife and pay agreed monthly amount to me in lieu of my half share. What are the wider implications? Would I then have to pay tax on his…
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Will writing via a solicitor or a charity?
I need to do my will and also set up Power of Attorney just in case it is needed. My financial advisor put me in touch with a firm which has given me a quote. Before I decide, I'd like to hear people's experiences of asking a charity to do the will. I have several charities in mind to donate to but a previous solicitor…
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Gifts Inheritance & payment to beneficiaries
I am joint executor of my parents individual wills with my sister. Both housebound in their 90s & failing health with max paid carer support. Us sisters both live away but visit & call regularly & do what we can for both parents. My brother (the 3rd sibling & not executor) lives closer & does shopping and sorts…
