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Wills and Solicitors
Should we have a Solicitor as an Executive of our Wills?
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Capital gains tax
We instructed co-op to manage the probate for our late parents. In the contract it said they would deal with all the tax including cgt. There was a property that was sold and they did not inform hmrc it is now over 60 days and they are saying that they can’t deal with the cgt as the house was left as a specific gift in the…
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How to show large numbers of regular gifts from income on IHT403?
Mum died in July and even though the inheritance tax calculator says there's no IHT to pay thanks to the transfer of dad's NRB and RNRB, I'm having to do IHT400 as her estate is over the 625k limit. (Initially applied for probate online without IHT400 based on guidance on .gov, but received a barely intelligible email from…
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Issues with online probate application
Finally, after weeks of waiting, a co-executor that I have named in an online probate application has now been contacted by HMCTS a day or so ago. However he was asked to make an application for probate himself, which he has done, but this now means we have both made an application for the same thing, whereas I thought he…
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Should it be taking this long to get probate started?
Its been 2 months now since my father passed and I don't seem to be anywhere near getting probate started with my solicitors. They have given a long checklist of information I need to gather for them so they can start the IHT and probate process for me (estate is valued over 650k), I've done them all except for finalising…
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How long to wait for HMRC?
My mother died in 2018. I was the executor. Her estate was large but not too complicated. I eventually got probate and all IHT was paid. She had had an accountant who prepared her tax returns and we checked that everything had been included. The estate was fully distributed, everything equally between me and my four…
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Deed of variation
Hi, We want to make a Deed of Variation to the Will in order to gift a sum of money from the residuary estate to a family member not named in the original Will. There will be no change to IHT or CGT position and both existing beneficiaries are happy to make the change. I have…
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C1 Confirmation form (declaration) help required
Hello, I’m in the process of applying for Confirmation, but I’d love some assistance on the wording for the declaration. This forum was so helpful in getting me this far, so thank you. However, my first attempt was rejected because (exact wording from the court letter): “The familiar relationship between the executors is…
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C1 Confirmation Form
I’m looking for some help. My grandfather recently passed and had a will. In the will he named my mum (pre-deceased), me and my sister as executors. My sister lives abroad and had not taken anything to do with any of this. I do not know how to fill out her address (unknown) and what to say in box 2 and 3. Box 2 (currently)…
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Relatives have died intestate, probate dragging on.
Unfortunately I do not know how this all works so here goes. My uncle died intestate at the end of April 2024 so everything passed to my Aunty, then sadly she passed away at the end of October 2024 also intestate, she had Alzheimer's. I spoke with the solicitor, who was originally dealing with my Uncles estate and thought…
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Incorrect DOD property valuation mistake
Hi all, I've phoned the HMRC CGT tax office and spoken to the Probates court and am still stuck on what best to do. When my mum passed, 2 months ago, I stupidly used the valuation which the mortgage company had provided in a driveby valuation prior to death (unsure how "prior" to death it was). I thought it seemed…
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DWP asking for weeks pension payment after death
My mum died in January and I have had a letter from the DWP asking for 1 weeks payment of pension that was paid after mum's death.I didn't notify the DWP of mum's death immediately as I was told this could be done with the tell us once service which I did as soon as I could but there was a delay in getting the relevant…
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Can I apply for probate without filling in IHT400
If my husband passed everything to me when he dies, as stated in a will, do I still need to complete IHT400 as there will be no inheritance tax to pay? Can I apply for probate directly? I have read the IHT400 notes but still feeling unsure.
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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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Lifetime donation to charity
If I donate, say £10000 to a charity, I understand that it will not be counted towards inheritance tax calculation and not affected by the 7 years rule. Does the amount need to be included in IHT400 at all?
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Inclusion of inherited property and chattels in estate calculations
My mother died recently without a will. My father is the surviving partner. Their house was inherited by my father from his mother. My father and mother were already married and they moved in to the house 6 months after my father inherited it, selling their previous home. We have the deeds, the house does not appear on a…
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Inclusion of inherited property and chattels in estate calculations
My partners mother recently died without a will. We are preparing for probate (Letters of Administration) and IHT. The house in which they lived, and the father still does, was inherited from the fathers mother and never put in to joint name. We have the deeds but the property does not appear on a Land Registry search. As…
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probate fees transparency
I am planning to do the actual probate application myself (for all the good reasons listed on here) but think I need some help with the RNRB claim (including a transferred one) and getting the resulting IHT forms right even if there is nothing to pay. solicitor wants £500 plus for meeting to discuss this and advise what…
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Cost of Will
Hi an elderly relative has asked me to sort this and given me an advert froma local paper that is a legal will writer in the local village. They will visit and doit and charge £150 for a single will. Does this add anything from just doing it herself. Its a very simple will to leave everything to children. I also realised I…
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House sale pre-death, Sold post-death
Hi, my FiL died on the 6th of July this year. We had the house on the market and the sale was proceeding when he sadly died. The house completed on the 29th of August and the funds are now in an account administered by the trustees. Do I value his estate with the house or with the money that has now been received? I…
