-
Wife passed - what now for S&S ISA and other finances?
Hello all.So my wife passed away recently and I'm wondering what happens with her assets. We were looking to move to a new home but we have been renting, and it's a priority to stop paying rent and find a property, but I need a rough idea how much of a pot I have for the new house.She has a bank account with a few £K in…
-
Council house charge after death
I have just received a bill from the council in which my late mother and father were tenants, for £9k They had been in the property for 55 years. Dad died last May and Mum in December. Dad was latterly blind and had cancer, Mum had dementia and carers. The vast majority of this charge is for clearing the garden, which was…
-
LPOA & Executor liabilities
HiI need advice please on the following, I have a family problem that I am trying to deal with & am concerned with my liability firstly as LPOA & secondly as executor of a will. Firstly with the financial LPOA, my elderly father's wife & I both have LPOA for my father. He has his own individual bank account but has become…
-
When a car is part of the estate
I was chatting to a friend today: relative has died leaving a car which my friend would like to 'take over': their parents are executors, they have a bequest which would be more than the value of the car, and no-one else in the family wants it. The car is several hundred miles away and doesn't have a valid MOT, so after a…
-
Online Probate
Hi I have been looking through the probate guide on this site and just have a question Where the estimated value of the estate is BELOW the IHT threshold (currently £325,000) Here it'll be classed as an 'excepted estate' and you don't need to report this separately to HM Revenue & Customs (HMRC) – though you'll still need…
-
BT insisting on corresponding with the deceased…..
I’m dealing with my mums estate (awaiting letters of administration) - most organisations have been fine but a couple, not so much…. BT responded to being notified of the death by asking the deceased to send back their router to them (no ‘sorry to hear that’, just ‘we’ve closed your account so send us our kit back’) They…
-
LPA information
I'm hoping someone can give me some advice. My Uncle and Aunt are in a rest home, my Aunt has alzheimers, my uncle did not. Unfortunately my uncle passed away recently but when he went into the rest home he gave his LPA to a firm to manage but did not give them permission for me and my sister to discuss anything with the…
-
Confused by wording of question.
Page 10 of form PA1A Question 3.2 Please confirm that if any of the applicants are grandchildren of the deceased (3.2c) that their parent is one of the persons referred to at (3.2b).If they are not then they are not able to apply YES (and a box to tick) So my dad only has 2 surviving children. One grandchild. Do I tick…
-
Grant of Probate
All I have just received my grant of probate form, and have seen that it seems to be £10k out for gross funds, seems to be my fault. We still need to sell a property and if it goes for more than we said, obviously we would have to pay CGT. This will obviously impact the amount we have to pay as we are close to IHT…
-
Finding (paid) admin support for someone sorting things out after bereavement
A family member is trying to sort out all the stuff that needs to be sorted out after the death of their partner ... and is finding it all a bit overwhelming, especially in the face of what they feel is worsening memory and general cognitive decline, which might be somewhat to do with aging but I think is also a result of…
-
Joint Executor.
My BIL died last September leaving a complicated estate and myself and his solicitor as joint executors. I decided to let the solicitor deal with probate etc as things are rather complicated and thought that he would be able to deal with things far quicker than myself., I still remain as an executor. Having agreed the…
-
Grant of representation/letters of administration
There are two PA1A forms on the internet one has 22 pages the other has 26? I need to apply for letters of administration, no will. Nowhere on the forms does it say ‘letters of administration’, it says ‘grant of representation’. Is that the same thing? Which of the forms should I print out? Thank you.
-
Solicitors sat on my inheritance!
My mother past away in March 2020, probate was granted 2nd September 2020 and her property was sold end of October 2020, so almost a year ago! Someone else is now happily living there. Notice was put in the gazette and the deadline was 28th October 2020 and myself and my sister are beneficiaries as there was a will, the…
-
Leaving money to under age grandchildren abroad
Should I set up trust funds here in the UK or ask my son in Australia set up trust funds there. I can't complete my will by just saying I want to leave them money for the executor to facilitate. They are not allowed to just send money to Under 18 year olds Thanks
-
Renting but looking to buy
So I need to get my will arranged and am currently in-between property and renting but will definitely be buying something in the next 12 months. On the online will writing sites one of the first questions is are you a home owner. So my question is if I do and pay for a will now as a non home owner will I have to pay again…
-
Capital Gains Tax on inherited house
Myself and my brother recently inherited my mothers paid off house. He lives overseas and I live here in the UK. He wants to sell the house on. I also think this probably the best thing too. Its likely the house will sell for around what I valued it at in probate, which has been granted. Question: Do i need to be residing…
-
Am I entitled to anything?
My father died about 10yr ago. His wife (not my mum) re-married 12 month later. The house the owned was almost bought outright. Now, he always said he wanted the house to goto his kids. Obviously she has re-married so I know she gets to decide. However, I have just checked the land registry and found out that my dads name…
-
Changing house deed after mothers death (2 brothers)
My mother left her house to my brother and myself in her will. The deed has my late father on it as well, and they were 'joint tenants' on the deed. The property shows 'unregistered' online because they bought it in 1986 i think. I am the main executor of the will, and my brother has opted as an executor in reserve , so…
-
Intestate - letters of administration - multiple children
Hi my sister died intestate. Divorced. 6 adult children if two of the children apply for letters of administration on PA1A - do the other 4 need to complete form pa12 granting the 2 power of attorney ? If I as their uncle also wish to be added as administrator on PA1a alongside the two children would the pa12 need to be…
-
Help interpreting a will
A loved one has sadly passed a way and I am an Executor and trustee named in the will. I am having trouble understanding part 7(b). 6. I give devise and bequeath all my real and personal estate of whatsoever nature and wheresoever situate not otherwisse disposed of bythis Will or any Codicil to it (including any property…