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Post-death income on fixed term accounts
I am the executor of my mother's will. IHT has been paid and accepted by HMRC. The estate had eight fixed-term accounts in my mothers name. All have been transferred to the six beneficiaries. The accrued interest on these accounts is paid out only on closure or maturity, not on death or transfer. Therefore the accrued…
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How does probate formally end?
Hi I'm sure this has been asked loads of times before, but the Search function doesn't return anything similar and the govt website couldn't be less helpful! How does probate formally end? When we applied, we estimated Dad's account balances from any recent statement we could find. Because we didn't have probate at that…
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Asset/Estate Planning Advise
Hi My parents have asked me to look into possible ways to protect the family home and some savings they have from being used by the government for care costs if needed in the future. At the moment all we know is they own their house outright as Tenants in common and would be looking at ways to protect all or as much as…
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Probate
If a house is registered in a daughter’s and mother’s name. If the married daughter dies, does the mother inherit the property or does the husband inherit. Any advice would be appreciated.
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Executor bank account
I am thinking of opening a joint executor bank account with my brother as we are both executors to our mother's estate. Has anyone had experience of Natwest?
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My mother's Will
Hi, I hope someone may be able to provide me with some guidance. My mother passed away in June this year, she leaves my father in their marital home, along with my older brother. My mother had written a Will, but we were unable to find her copy in amongst my parents physical filling (my dad's was there). So I knew which…
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Executor ID and house sale
Hi all. I need advice. My dad died in March 24. His three children are executors. We have probate granted in July 24 and received an offer on his house in August. My question is about ID and conveyancing solicitor. We live in different parts of the country. My sister and I had to complete a complicated online ID check with…
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Executors’ Information - where to hide it so it can be found when needed?
My question is - how do our executors find all the necessary information if my wife and I both ’go’ together? How do we leave a digital tea caddy on the mantelpiece - with some degree of security? On the day of my reclusive uncle’s funeral, my Dad was asked if it was he who was paying for the teas, pints and ham sandwiches…
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Advice on death possibly through negligence
Please bear with me, and I hope this comes across right. On 27th Dec 2023, a close friend (55 years old) passed at home. Initially it was assumed to be a heart attack, but it later transpired to of been possibly caused by a piece of plastic that pierced or tore a vein/artery. Here’s a timeline of events: Pacemaker fitted…
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Complaint about probate solicitor?
I feel that the solicitor dealing with my late mums estate has provided a very poor service and i am wondering if it is worth putting in a formal complaint. I appointed the solicitor in May 2023. It was a straightforward scenario as my mums property had already been sold (approx 6 months before she passed in order to pay…
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My Will...and Inheritance Tax
Male age 62, living in England. My wife and I have a Will leaving everything to the survivng partner. She had a son who will get everything once we have both gone. The son is not mine and was never adopted even though he is now 40 and I've known him/brought him up from the age of 2. As most of our assets are in our…
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Resealing the grant of probate
Hello, Does anyone have any experience of resealing the UK grant of probate in a commonwealth country? I have received the UK grant of probate and need to have it resealed in New South Wales Australia, to be able to access shares held there. One of the steps involves having a signature witnessed by an Australian solicitor…
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Will wording made understandable
Needing some help to undertand my uncle's last will and testament . I am thinking he may have left a trust? But at the same time i haven't got a clue. I don't understand it all.Last will and testament of xxxxxxx1. I revoke all former wills and testamentary dispositions.2.a I appoint PERSON A to be the executrix and trustee…
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CAP A5C FORM
Please can anyone help me complete this form. The probate has asked to complete this form and return it. my late father only left a house in his will to my mother since my mother has passed away (left no will) and then to me. Applied for probate after my mother's death. The probate received a clause that I'm the executor…
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Dispute with co executor of will
My brother and I were appointed co executors of my late parents will. My brother took on most of the duties without any clear communication during probate. Due to personal differences I had concerns about the funds all being transferred into an account solely in his name and without my consent. I visited the branch of…
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What to do when part of tenancy in common is left in will.
My parents had a tenancy in common for the house they jointly owned, unmortgaged. My father has just recently died and left his share (50%) to my sister in his will. This was expected and discussed and is not an issue. My Mother will also leave her share (50% ) in accordance with her will to my sister, again understood and…
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Probate - Relying on intestacy rules versus writing a will
My husband is terminally ill and being cared for in a hospice. His will predates our marriage so is invalid. We have no children so he was content that his entire estate will pass to me under the rules of intestacy. He now wonders whether the process would be easier for me if he wrote a new will. Does anyone have any…
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IHT Liability on death of parent 1 re gifts made to children
My husband and I have jointly gifted £350k jointly to our 2 adult children since 2019, largely for house deposit and capital paydowns. Our wills leave our estates to each other. When the first parent dies, is there a IHT liability for our children out of the first estate? Does probate need to be done for the first estate?…
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Bequest in the will to a minor - trusts or other options?
My partner is a joint executor for a will that has left £10k to the deceased's granddaughter. She is only a minor so we'd like to put the money into a trust or savings account for when she reaches the age of 18. We have had a brief look at the options available and would welcome recommendations or experience in handling a…
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RNRB - is 1st spouse’s RNRB in place automatically?
My wife passed away Nov 2023. Her entire estate passes to me, including our house I continue to reside in. I understand the NRB pertaining to my wife’s estate effectively transfers to me for use ultimately with my NRB in the winding up of my estate on my death. Whilst I’m alive will I need to apply to retain her full RNRB…
