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What is the expected etiquette for after a funeral?
We are expecting only a few people for a funeral we are organising (15, maybe 20 at a push) and are wondering what the etiquette is for afterwards? We can either have people back to their house for some tea and sandwiches, but this feels a little intrusive to be honest. Also the house doesn't really have the…
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After probate and Everything what to keep
Closed all my parents accounts been granted probate and sold the property. Everything is complete as per the will. Documentation what needs to be kept ?
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Grant of Confirmation Scotland help
Hi my mum passed away a month ago and I am her exectutor. She left a will and I am her only child so it should be pretty straight forward. I have filled in the C1 form so far the only issues I have is how to fill in the inventory. She has 1 property with no mortgage and a bank account. Can anyone help with how to word the…
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Inheritance tax on gifts confusion
My dad wants to gift me and my sibling £150,000 each. If he did I would use this to buy a house. Problem is I'm so confused about inheritance tax. If he was to die within 7 years what would I have to pay? Am I right in thinking if he only gifts £300,000 and no more I won't get a tax bill. If he were to die everything would…
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Complaint about probate solicitor?
I feel that the solicitor dealing with my late mums estate has provided a very poor service and i am wondering if it is worth putting in a formal complaint. I appointed the solicitor in May 2023. It was a straightforward scenario as my mums property had already been sold (approx 6 months before she passed in order to pay…
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Do I need to change Title deeds ?
My husband recently passed away. We own our home so no mortgage involved. We were registered as Tenants in common on the Land registry so that upon one of our deaths half of the house would go to our two adult children. The Will also stipulated that his half of the house was to be left to the children. My question is…
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Not applicable
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Obtaining House Valuation for Probate
Hello I need to obtain a written house valuation for a probate application. Is this something that's done by Estate Agents and how much do they charge please? Is it best to get more than one valuation? Thanks
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No Executor in Will
My friend has just tragically lost her husband. They had mirror wills and just named each other as Executors in the wills. So, now she has a will that is just naming her late husband and, obviously, he wont be able to take care of her will. They have 2 children. What happens in this situation? Should she get a new will…
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Probate granted - banks, building society and stocks
If probate is granted do banks, building societies or stock holders have any right to charge for transfer of control to another, once probate has been given and all debts incurred unrelated to the passing of the predeceased are settled? Thanks in advance.
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Probate Value
So I did probate myself and guessed as the value of the house, when probate came through I got the estate agent and put the house up for sale at more than the probate value, I just had an offer which is £20,000 more that the probate value but lower than the estate agents valuation. Can I change the probate value due to my…
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Copy of Letter of Administration
Hi My dad died and myself and my siblings were administrators of my dad's estate, everything has been settled now but I'm currently pursuing a clinical negligence case against the hospital regarding my dad's death and the solicitor wants a letter of Administration in order to proceed. I can't find this anywhere! Is there…
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PET gifting via joint account
My wfe and I would like to make a PET gift (say £100K) to our adult son. We are likely to exceed the IHT threshold, and are both at an age where we don't want to predict who might die sooner, so hedging our bets seems best. We have a joint bank account and separate ISA accounts. If we each make a transfer of £50K from our…
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Widowed - how much nil band IHT left to transfer to surviving spouse?
I've had no contact with my former in-laws or the executor of my late wife's estate since 2013, and I have no idea how much her estate was valued at and how much unused basic threshold for inheritance tax might be available to transfer to me. She died in 2013 so threshold was £325k. Her sole assets came nowhere near that…
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Probate, bank account, power reserved
Hi My Mum passed away last week. Her will is all in order and we are currently waiting for the death certificate so I am away I am a bit limited on what I can do right now. My sister lives in Australia and is currently back in the country. We are both named as executors on her will. Due to where she lives, I intend to…
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Retrospective gifting
My mum died in May 2024, my father is still alive. IHT is not an issue. Can we make a £6k gift from "both" for 2023/24 and the same for 2024/25?
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Questions on residential nil rate band (IHT)
Can someone confirm if the residential nil rate band (RNRB) is still intact for my parents if they have gifted a share in their residence to me/sibling? Assuming my parents' share is still worth over £650k (which it would be quite comfortably), would they still get the full nil rate band, i.e. £1m in total? Any thing i…
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Gifted money
My mum has kindly gifted me a large sum of money. She's wanting to help me pay my mortgage off sooner as it was due to run until retirement age but I'll health has put doubts over whether I can work that long. My Dad died last year so Mum's had a lot of money come in. I'm now worrying about this though. I know that the…
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tax
I what to live my house to my daughter with a revise that it
then passes to surviving grandchildren dose this course a tax problem they are
6 grand children at this time 4 children to daughter house is being left to and
2 of her sisters
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Some probate and Will questions
My step-dad died a year ago. Before he died he changed his will. This involved severing the tenancy on his house (moved from joint tenant with my mom to tenancy-in-common - 49% his side and 51% hers). However, he took her off as executor and two his children became executors and trustees. She is not mentioned in the will…
