Deaths, funerals & probate

I know that if you do this, the IHT taxation rate is then reduced to 36% from 40%. But does this only apply to ‘cash’ assets, i.e. property is a separate thing, or is your whole estate (including the property) used as the figure from which you bequeath 10% to charity? When he died last year, my Mum inherited my Dads…

My mother passed away in December last year and I couldn't face applying for probate or handling the estate administration myself so handed everything over to her solicitor. Simple will with me being sole executor and beneficiary and her estate valued at £225K which includes her property and current & savings accounts. No…

My solicitor is just about to actually apply for probate after receiving my Mother's funeral cost details. All other documents sorted and a fairly simple estate of one property (owned outright) and one bank account. No other debts. I am the sole executor and beneficiary. Thanks in advance.

Stepmother in law made a will 2 years ago which would have split an estate of about £200k about 6 ways. Since then she has become terminally ill with maybe only a few months left. Her condition has required a considerable amount to be spent on her care to the point where she is close to the £23k when hopefully the council…

Can allowable executor expenses be taken out of the estate pre IHT if payable, hence reducing IHT?

So my parents were always very generous with their money towards their four children, of whom I am the eldest (especially my sister who's financial position has not been as comfortable as the rest of us e.g. they would buy and pay for the upkeep of her car, regularly help out with larger bills etc). For me, I have…

As it seems to come up as a question from time to time I applied online and paid on Monday of this week. posted original Will Tuesday, tracking showed it was delivered Wednesday which was acknowledged by email on Thursday stating it would be reviewed. This morning got an email saying it was granted. Less than a week! All…

Hi, I am the trustee for my Mum's estate. She is still alive, but created a trust in 2011. She also has a will. It turns out the will is unsigned, as she never got it done, but I am conflicted about what my responsibilities are. My Mum has very limited mobility and has been diagnosed with Alzheimer's Dementia. She was…

Hi all, I'm wondering if anyone may have some advice for me. My father sadly passed away recently but, had updated his will this year. He's set up a discretionary trust for myself (and another beneficiary in case anything happened to me first) as I'm on ESA and PIP due to my own health issues. It seemed like a great idea…

I am filling out an IHT 411 in relation to a deceased relative's estate. That relative had various conventional gilts. I have seen the earlier thread on this subject but got rather confused! My impression before I read the IHT400 notes is that you would either include the gilt at the dirty price, or at the clean price and…

Applying for probate, we used the Gov UK form to calculate IHT (which came out at 0) and transcribed the figures for the net and gross values from the results into the probate application. We've now received a response to say that two of the figures are wrong "The net value for Probate is higher than the Net value of the…

I have had some great advice here so thought I'd ask a hopefully quick question. My dad died in Oct 2025, we are now at the closing parts of sorting everything out, we have 4 Grants and I send 3 out at a time to various providers, and then as they come back in I send them out again to others. So some providers have…

Hi everyone, my Dad is an executor, along with his 2 brothers. The Property has been listed at 185 for 3 months, in that time it's only had a dozen views and one offer, of 160. Dad values it roughly at 155 to 160,so readily accepted the offer, the other 2 execs didn't. In the last week the 2 estate agents involved…

Hi everyone can't seem to find an answer but I've been doing my mum's shopping for the last seven or eight years using my bank card then then I get to her house she gives it me back via bank transfer twice a week.As a heavy drinker and smoker this could mount up each week to around £200 to £300. My only evidence would be…

Hi, Firstly apologies that I couldn’t see a forum regarding wills and estates but feel free to move this post and or tell me the most appropriate forum. My father recently passed away leaving my Mother. She is 94. We have a copy of her will the text of which leads us to believe that the house is in her sole name. However…

Hi, looking for some help to make sure I've completed the correct forms. If @Land_Registry is able to review that would be brilliant, TIA. Background - parent passed away leaving estate including a property to my sister and I. We're also the executors of the estate. A deed of variation has been completed leaving the…

Hi all, I wonder if anyone can help me. My Dad died earlier this year (survived by my mum) and this triggered the creation of a FLIT (with mum as life beneficiary) which means we do not have to pay inheritance tax right now (only when the FLIT comes to an end). I am in the process of applying for probate for Dad's estate…

We have set up LPA's (my wife and I) in the most straightforward way with a solicitor and sent off all the forms in February 2026. We got notification from the Public Guardian that both LPA's had been registered on the 8th June 2026. Eventually my wife's official LPA arrrived at the solicitors and a registered copy sent to…

hi dads passed away but left me and sis about 30g in shares (American companies) the forums to fill out are an absolute ball ache Are there companies that do this for you and can you tell me one?? thanks in advance Mike

Hi all. I'm an executor for my wife's aunties estate and we are approaching the stage of distributing the proceeds to the beneficiaries. Several of the beneficiaries are not that well known to me, and I'd like to check them for bankruptcy. From my research it appears that there are three different ways of doing this - on…