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10 years later more probate
Bit of an odd one this. My spouse's remaining parent died over 10 years ago. At the time spouse and their siblings were executors of the will. One of them tried to seize the assets and solicitors had to send a warning letter. Spouse and other siblings haven't spoken to rogue sibling since. Roll forward 10+ years and…
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Paying debts due from an estate
Hi My Mum passed away recently leaving no assets and a small overdraft. I'm her Executor. I had to ask the Council to arrange (and pay for) a Public Health funeral. Mum had been receiving a state pension, pension credit and attendance allowance from the DWP. After she passed (but before the DWP were aware she had passed…
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HMRC Inheritance Tac Clearance Certificate / Can Estate Beneficiary Contact HMRC about the it being
Hi, The executor (individual) on my fathers estate has been very unhelpful throughout the whole probate/IHT process to the point where I now feel like I need to contact HMRC to see if the IHT clearance certificate has been issued. For context my father passed away in spring 2021 and probate was issued in spring 2022 yet…
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Late mother's property finally sold after 2 years. Queries about paying off debts
Hi all, My mothers passed October 13 2022. She had enough savings on her pension fund to cover her funeral. Which was all paid. She had debts with: Eon (gas and electric) South West Water North Devon District Council (tax) Halifax Credit Card Barclays Higher Finance Property management agency (the property's a flat, and…
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Insurance
Wonder if someone can offer some advice. Grandfather owned a flat in a retirement complex but died last October. It is a leasehold flat and is empty. We have accepted an offer and the sale will hopefully complete later in the year. The contents insurance is expiring. The flat is empty. My question is, do we need to arrange…
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Do we need wills?
I know the answer will be yes for a lot of people but I'm wondering how necessary it is for us. Couple, no children. So if there were wills they would be mirror and the same that intestacy would dictate I believe. If OH outlives me when he dies his estate would go to cousins. Well he might want a will because he might…
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Deceased dies Intestate - Personal Representative
My brother-in-law died a week ago intestate…certainly as far as we have yet ascertained. He has no spouse, children or grandchildren. He is survived by his mother and sister (my wife). He has no property but across all savings and investments his estate is likely to be £40k-£50k (so administration most likely required).…
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Ignoring adoptee in will
This is a follow up to my previous thread 'No Will in Place'. Following my stepfathers death last week it would appear my stepbrother is attempting to keep all of his fathers assets (savings and insurance policies) for himself in the absence of a will. While I realise he could probably do this if he were an only blood born…
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Impact of inheriting 2/3 of a property
I have inherited 2/3 of my father’s property. I currently have a family home jointly owned with my partner. We are planning to move house. Will I be affected by the second home stamp duty?
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Sale of property - IHT/CGT
I am Executor and beneficiary for my late father’s estate. He died
in 2020 and probate was applied for, and a small amount of IHT paid at the time
as this was over the threshold of £325,000. The house was held as
tenants in common with his wife (2nd marriage). Dad left his half share of the property to myself
and my…
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Personal content rights
Hello! After some
general advice please? The whole situation has been long winded and an absolute
nightmare to deal with so I will give the shorter version… Following the
loss of a family member in 2022, 3 family members have recently obtained ownership
of a property left in a will. The property was originally left in a…
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DWP debt recovery
What happens to dwp debt recovery in the event of the persons death?
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Solicitor asking for £55k back after probate as they made a tax error !
I live in the UK, my sister lives in Republic of Ireland and this is where my dad lived who passed 4 years ago. sister and I not amicable, solicitor resolved probate 6 months ago when dads house sold and used an accountant to finalise inheritance tax etc. 3 weeks ago my sister messages ( we haven’t spoken for years) and…
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Writing a will in Scotland
So needing to get a will in place - Is there an inexpensive way of putting one together without spending a fortune - it would be simple if i die my hubby gets it all if he dies i get it all and when we have both die the kids get it split between them 50/50 eldest child executor after one of us dies. Also any advice on…
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Probate not applied for after 10 months
I'm being deliberately vague about details to avoid identifying anyone. Dad died Dec 2023, I am his only living blood relative. His wife - who is not my mother - has not yet applied for probate. She has a large extended family - her granddaughters are supposed to be helping her. They organised funeral etc, without…
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Think it's going to get messy
Hi, After some general advice, accept we are going to have to engage a Solicitor to finally sort it, but the more information we can gather first will help understanding and hopefully the bill! Situation is that my Daughters father in law passed away and she is helping his wife with sorting out the finances etc, in doing…
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Money Moral Dilemma: Would I be stealing my brother's inheritance by caring for our mum?
This week's MoneySaver who wants advice asks... My mum's 85 and needs looking after, and I want her to live with me and my husband. We've agreed that we'll sell our house and she'll sell hers so we can afford one with an annex. She's also going to change her will, so that when she dies my brother can't make us sell the…
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Father’s Will & Step Mother
I am an executor of my father’s will. He had 25% ownership in the property he shared with my step mother. In his will he states his 25% should be left to his 3 daughters on the death of my step mother. In the meantime she has sold the house and gone into a residential home. This 25% has supposedly been put into a separate…
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Can executors use their discretion in execution of a will.
Ok, so query is this. My MIL left sums of money to her grandchildren and great-grand children. The grand child is a single mum who struggles with organisation and money - I know we can't do anything about the money that has been left to her but to give it to her, but I'm concerned the money for her child ( the great grand…
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Will I have to pay IHT on money gifted to mother from husband then on to me?
I've been trying to find an answer to this for a while to no avail. The situation is this, my father has decided to pass me and my sister most of his estate while he is still alive. He is in poor health and I guess is thinking about the future having just lost his partner. He has granted me and my sister power of attorney…
