-
What to enter as pension value on will
I am in the process of applying for a will for the first time. There is a form where you need to list everything that makes up your estate. The list also includes a pension, but all it asks for is a value. I’m not sure what to enter for this. I have served in the military for 9 years, so I will have a pension, but I don’t…
-
Problem with Etoro not paying out following my husband's death
My husband had money invested with Etoro and the account was in his name only. Last November I contacted Etoro to inform them of his death. They gave me a list of all the documents I needed to provide before they would transfer the balance of his account to me. At first they were good at communicating and replied to my…
-
OIEC's investment
My wife invested in OIEC's with Abrdn for both y children and they were nominated to them. There initials appear at the end of the investment. Are these investments subject to being captured as part of the estate of inheritence tax purposes. Also do they get registered for probate
-
Will / tenants in common & IHT
Hi all - having nightmares about potential IHT and issues I may have have when God forbid anything happens to my mum. Two solicitors, two IFAs and an accountant all say different things. My mum and dad owned the house 50/50 as tenants in common. 1. My mum and dad weren't married 2. My dad passed away suddenly in 2017 3.…
-
my father's will.
I am not getting very far with receiving my father's will. I can provide my Birth Certificate and Passport details to prove who I am as I am, the sole beneficiary as stated in the will. I do not have client’s ID /Passport copy and Death Certificate as he lived in Thailand and I doubt his third wife would give it to me…
-
Inheritance Tax
If my wife's money, Premium bond value and investments are inherited by me are they still subject to estate value calculation and inheritance tax. Do I then get the full allowance from her when I am deceased or do I only get the excess from her allowance from £325k
-
So frustrating!
I paid the first instalment of IHT over 2 weeks ago…on 3rd May.i still have not received my letter with my probate code in it to apply on line. When i rang to check if they had the money-they couldn’t find it, said it could be because of the Bank Holiday. So gave it until last Tuesday when they confirmed that the money is…
-
Brothers being difficult post Mothers departure
Hi. Our mother past away back in November, her will it was discovered was invalid (only 1 witness signature instead of 2) so my niece (whom everything was bequeathed to) could no longer be the executor so I had to step in as administrator. I've completed the accounts elements, collected and paid all due debts etc but my…
-
Estate accounts template
Hi I'm dealing with my late dads estate (still waiting on letter of administration) which is a fairly small, simple estate shared between me and my 2 siblings - under £200k so no solicitors involved. To formalise everything rather than keeping separate notes in my iPhone, I'm looking to put together a simple accounts of…
-
Applying for probate - Executor middle name issues
I'm an Executor for MiL and am just about to apply for probate. My name on her will has my middle name spelt Philip (one L). This is the spelling on my birth certificate (also on my marriage certificate, LPA, Will and some other legal docs) However, I have always (well for over 50 years anyway since some teenage thing…
-
Need to translate my death certificate from Greek to English
Hello all, I have a death certificate but it is in Greek. can anyone recommend a translation service, so i can have the certificate in English?
-
Inheritance allowance amount when both parents pass
Hi all, just trying to clarify something for my inlaws.Parent 1 passed away 7 years ago, andd everything left to spouse. (Mainly a property worth circa £250k at the time and a small amount of cash). When parent 2 passes away they will have a total value of their estate of around £450k.Am I correct in thinking that Parent…
-
Next of Kin - no Will?
Hi My ex husband died at the start of May. His closet friend asked him if he made and a will, he said he hadn't. We no longer had contact and he stopped contact with our children too We had 3 children together, all adult now, and a son with his girlfriend who I think would be over 18. They no longer lived together as ex…
-
C1 Confirmation Application via Post - Help
Hi, I have completed the C1 form to apply for confirmation and I’m about to send it to the Sheriff Court by post. However, I’m unsure what else I need to send along with the application form other than the docquetted will. For example, do I need to send the death certificate and any proof of id? Also, does the will need to…
-
Selling home of deceased
Please move this post if needed. We have now got letters of administration and are going to put my mother in laws house up for sale. What will we need? Obviously we will use an estate agent, but what about solicitors?
-
Inheritance Tax Help - IHT 404
Hi all, I'm trying to complete the whole IHT400 form for my late father who passed in January 2024. He is survived by my mother and they were married. I powering through the forms as best I can but keep hitting obstacles, with the most current one being form IHT404. To add detail, there is no will so we are in intestate…
-
Inheritance tax question
Hello all, I am currently doing a DIY probate application. There are two wills, one abroad and on un the uk. My relative lived aboard, and sold up in this country to serve out his retirement. In the uk, he has an account for 100K and three beneficiaries. Overseas, there are three slightly different benefices who benefit…
-
Value of estate for probate
Applying for probate and the checker tool says there is no inheritance tax to pay. The value of the estate is £580000 and I will use the full proportion of the inheritance tax nil rate band of the pre deceased spouse. So, my question is, what is the gross value of the estate for probate? Is it £580000 or is it £580000…
-
When do I need to inform the banks (particularly NS&I) of my mother’s death?
My mother passed away about 6 weeks ago. Until then I had Power of
Attorney and handled all her finances. I’m executor of her will. I’ve registered her death and have multiple copies of her death
certificate. I’ve had her cremated and am in possession of her ashes. I’ve contacted the “Tell Us Once” service and her State…
-
Struggling to collect inheritance.
My mother lived with me a number of years before she died. I made sure her tenancy rights were documented legally. I thought it best at the time to remove myself from sorting her will and it was the only thing I left my brother to tidy with the solicitor. She died a year ago and only then did he tell me that he did not do…
