-
Small Under declaration on Probate
Hi On filling out probate for my late Dad by mistake I under declared the amount is the bank by £50 will I have to let the probate office know.
-
Capital Gains Tax on house
Hello all, just a quick question. I'm shortly having my dad's house valued for probate but it will likely need some money spending to get it into a sellable condition. If I put some money into repairs and it sells for more than the probate estimate can I offset the cost of the repairs against this? (I doubt it but worth…
-
Help please with probate/ Letters of Administration claim
Hello ,I really hope someone may be able to help or advise with my situation .The basics facts are these -my father died in 2013 leaving no Will and his only asset being his house that he owned with my mother as joint tenants .As the house passed automatically to my mother there was no probate and the house was simply…
-
Deed of variation
I recently received an inheritance from my mother which I would like to pass directly on to my two adult daughters. I know I can do this through a solicitor at a price, but wondered if it is safe to do it with a free downloaded form. I am a bit wary of putting all my details out there. It is a very simple estate with no…
-
Inheritance tax
Hello, I am hoping someone can help. My dad passed away in 2017 and everything went to my mum, my mum sadly passed away last week 24/09/2025 and as an only child I inherit everything as per their wills. I had LPOA for my mum and was in the process of selling my mums house when she got sick. The sale was to pay care costs…
-
House valuation for IHT400
It looks like my mother's estate may just tip over £650k (my father died earlier this year). If it does, I will need to fill out a IHT400. Tomorrow I have three estate agents coming round to value her house, but if I need to fill out IHT400 is this considered sufficient? I believe I'll be entitled to RNRB, and the IHT…
-
Transferring inherited share of property into beneficiary’s name
My brother died a couple of years ago. He was mid divorce and had made a financial settlement with his wife but it was never completed as he died suddenly a few days later . Because of the settlement he had made his will leaving his estate to his only child ( a 20 year old daughter ) Part of that estate is the house valued…
-
House valuation - Probate & inheritance tax
I'm dealing with an estate where the first spouse died 5 years ago and left everything to their partner, so I believe the estate has a £1m threshold. The value of the estate is ~ £640k, so there is plenty of headroom. But I'm struggling with the house valuation, and clearly want to avoid under valuing for IHT and then…
-
Is this worth reporting?
My auntie (my mother’s first cousin) suffered a severe brain injury in a car
accident in 2023. Her husband (my uncle) was physically uninjured but died
shortly afterwards in late December 2023. They had no children, and I am her
closest relative. My auntie is now in a care home and lacks capacity. I live
200 miles away;…
-
Inheritance of Pension funds
Adult children stand to inherit some funds from a deceased parents pension. Parent was over 75. My understanding is, The pension does not form part of the deceased estate for IHT. The children pay income tax on the funds recived at the corresponding tax rates. (These vary from 20%to 40%) Can the children avoid paying this…
-
Money Moral Dilemma: Should my sibling compensate me for handling our parents' estates?
This week's MoneySaver who wants advice asks... My sibling and I lost both parents, who were separated, in quick succession. My sibling lives overseas and has been great moral support, but hasn't been able to help with the huge amount of related admin. We split the inheritance equally and paid for flights from the shared…
-
Fee for obtaining Probate copies to increase
The Ministry of Justice has announced that the fee for obtaining copies of probate grants, wills or letters of administration in England and Wales will increase from £1.50 to £16 per copy on 17 November 2025. Notice appeared in London Gazette, spotted 14/11/25.Apologies if someone else has already reported this.
-
30 day survivorship clause - does time of day matter?
My father-in-law died 29 days ago.There is a 30-day survivorship clause in his will.We found out today that my mother-in-law, who has a Do Not Resuscitate in her notes, has been placed on an end-of-life pathway . She could pass today, tomorrow or could recover and go on for years. If she passes today, then the relevance of…
-
Meeting with IFA / Wealth Advisor & 2027 pension changes
We have been self-employed for 40 years, retired at 70 this year, I own my home and invested in commercial property and diverted surplus funds in to / my our SIPP's to the value of £1.5 million, house value 850k + savings. We had a meeting with a wealth advisor. IHT estimated at today's rates / regulations valuation is…
-
House sells for more than probate valuation?
Hi. Hopefully a straightforward question that I can't find the answer to here so far. What happens if my mother's house (father has already died) sells for more than the probate valuation? In the process of preparing to apply for probate, there will be no IHT to pay. Thanks in advance.
-
CGT - house to be left to me and nephews, also, house in limbo..
Dad died in Feb, mum applied to land registry (LR) for the deeds, filled in wrong form, then died herself. House is to be left to me and my (late) sisters children. I've heard different equations about CGT, if I sell the house and get half, £175k, will it add to my tax bill? Their dad and I want to look after their money,…
-
Does a 'will trust' / 'interest in possession trust' form part of the beneficiary's estate?
My father is named as sole beneficiary of what appears to be an interest in possession trust. My step mother died recently, her estate value is approx £275k, consisting of cash and shares. With regard to the trust, my step mothers will states only the following: 1) My father has the right to interest from the trust for…
-
"Informal arrangements" letter to HMRC - structure and contents query
I'm administering my late mother's estate. Everything was completed a week ago and I'm now ready to send an "informal arrangement" letter to HMRC to report the final figures. The estate meets the informal arrangements criteria. I'm not clear what information this letter should provide, or its structure and any…
-
Cannot find Will.
Hello all. I`m in the unfortunate position of having to deal with my Fathers estate after his recent death. My uncle says he had made a Will, but having looked I cannot find it (and in all honesty I don`t think he would have made one). I`m sole beneficiary and looking into doing the Probate at home hopefully as it should…
-
IHT400/IHT403. Gifts from surplus income help please.
Sorry for yet another post on gifts from surplus income, but I am going round in circles. I am the executor of my father's will and I am in the process of applying for probate. His affairs were pretty straightforward and his will leaves everything to his surviving spouse. The only thing I am unclear on is some gifting that…
