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Death of sole director
My father in law recently passed away, he was the sole director of his company, he worked as a car sprayer so no staff, business building etc the only asset is a Mercedes van he used to work from and changed into a camper van to live in. My husband is next of kin and is keen to keep the van as it feels personal to his dad.…
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When does a gift happen for IHT purposes?
At what time does the 7year countdown for IHT liability start ticking. Cash gifted for property deposit. Yes estate is large enough for IHT to be payable. When the gifter verbally agrees to gift the cash? [obviously no formal proof] When the declaration of gift is signed? When contracts were exchanged on the property that…
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Strange email from probate registry
I am applying for probate on my brother on an excepted estate and have completed & submitted the paper form (PA1A) as the only next of kin is myself and my brother died intestate thus I am unable to apply online. Very straightforward estate, consisting of 2 bank accounts, (2 cars and a caravan which I have sold due to…
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Funeral Pre Payment Plan refusing to pay. Dignity/Capital Life
Hi, hoping someone can help me. Unfortunately it is a bit complicated. My mother had been paying into a funeral pre payment plan through Capital Life until October 31st 2022 when this was taken over by Dignity Funeral Plans but her monthly payments continued. Unfortunately mum had gone to Australia to visit my brother when…
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Estranged family can not show me valid will
Good Morning, Could you please give me some information so I can move forward regarding my father’s estate? My estranged father passed away 5 years ago. I have heard from my father’s best friend that the rest of the family could not find a will at his home. After many letters back and forth to the rest of the family I…
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IHT help
A relative recently died leaving me his house which will attract IHT. His money and investments are left to various charities. My solicitor has advised that the charities may not be prepared to wait until the house is sold for their money leaving me with the IHT to pay. I know this has to be paid before probate can be…
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HELP !! Expat dealing with the death of my Mum in the UK
Hello All. Hopefully some of you good people can provide some help if anybody else has dealt with this. My Mum passed away a couple of months ago and left my Brother and myself has the executors of her Estate. The snag is my Brother is a resident of the Isle of Man and I am a resident of the USA and have been for 20 years.…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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.
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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…
