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Halifax and Bereavement
My father recently passed away ,he had an account with Halifax. So rather then sort my dad‘s estate and bank accounts over the phone I thought it be better to go into the bank and do it face-to-face. The lady in the bank Hold me that’s sorting my fathers bank accounts can only be don online or over the phone. so she called…
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Pecuniary legacy interest payments
My father's will left a set amount to my late brother's wife, who lives overseas. We have been trying to pay her the money but she is not returning the necessary papers to my solicitor to confirm identity etc. I have spoken to her, messaged her and emailed her. My solicitor has done the same, but for some reason she…
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IHT 409 help please
Thanks in advance everyone My Dad had 2 work pensions. One of which was a final salary type and I have had confirmation that there are no post benefits due. Children only so nothing left on that one. He had a separate draw down type where there is money left in the pot. He died under the age of 75 sadly and it's a…
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Equini** - dividend cheques issued with unusable payee - warning to others
30 months after my mother passed away, I'm still trying to conclude items. The latest which I've been helping my co-executor with is Equini** whose latest escapade is this... We completed their incomprehensible transfer forms, requesting they pay in any monies due into our probate/joint account. Instead, they issued 8…
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Wills / Financial Planning
Retired UK citizen resident in Spain. Property in both countries. Looking for recommendations on financial planning for updating current Will.
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C1 Confirmation Statement Scotland Value of estate for confirmation Box 15
I am finalising my C1 form but it won't let me type my figure in box 15. Did anyone else have this problem?
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value of share
My partner died and we were contractors working through a company. Not married but lived together. Our company bought a house which was in lieu of a pension and we rent it out. I am the director he was the company sec. We have two shares for the company. The company books still show this house as at the price we paid in…
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Reporting estate income - letter vs SA900/SA903?
My mother died in January 2024, and I and my sister are (amongst others) the beneficiaries and executors of her estate. She left behind a some money and a house which was rented out to help pay for her care home fees. As we did not know how long probate would take (surprisingly quick, as it happened) we renewed the tenancy…
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Intestacy Dilemma
Some advice would be appreciated. England. My only brother W died last month in hospital just before a will was to be signed by him (he was too ill to complete it, hence intestate) in which he names a child he and his wife (d 2014) gave up for adoption due to health and addiction problems. It is a cash only estate. I…
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Who physically pays the IHT following a large loan?
FIL has given a loan of say, £100K to a child to help buy their home. If FIL dies within the 7 years: 1. Does the child have to pay to HMRC IHT of 40K (its now tied up in a home, so how?!?) 2. If not, does the 100K just get "added" to the estate value, so all beneficiaries effectively share the burden of the IHT ? Child…
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IHT418 Trusts
Hi, I hope someone can help, this is very basic, and I am trying to navigate these forms. My parents both set up a 'whole of life' insurance policy in 2001, in trust for the beneficiaries, to mature when they both died, both parents have now both passed. Also they set up 2 'inheritor Trust funds' in 2010. Reading the form…
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Dealing with 2 x deaths, one with a will and one without
This could get confusing so bear with me. On 6th August- my Nan died. Then suddenly we lost my dear dad 3 weeks later. My Nan had made a will leaving my dad and his sister as executors. Dad then passed away meaning his sister would naturally be the one to start dealing with things. We visited the solicitor and she advised…
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Inheriting parents home with sibling.
So my mother wants to make a will so the house that she owns is left to 50/50 between me and my brother. My brother still lives at the property and would more than likely stay living there in the future. When the dreaded day comes would it be just a case of my brother having his name on the house remortgage it for half the…
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Will solicitor insolvent - advice needed
Hi all, about 7-8 years ago, my partner & I (unmarried, with 2 teenage children), took out a Will using a small local firm of solicitors, who I now understand were specialising in mortgages, but included Will writing amongst their services. I have recently tried to contact them to possibly make some updates / changes, &…
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Life Interest Trust & IHT400 (both parents passed away no trust set up)
Hi All My parents had mirror Wills set up with a Protective Life Property Interest for each other. Father died 4 years ago and the Trust was never set up. Our mother passed away in April 2025. We gathered all the figures together for IHT (the allowance of my father of £325k and our mothers £325k means the estate is under…
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How to record a bequest from a will?
Surviving parent passed away recently. Will nominates myself and brother (no other successors) as executors. No specific bequests were made in the will, merely for executors to act in disposing of the assets of the estate. The unwritten agreement (perhaps unwise but it has stood the test of time!) with parents/brothers was…
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Solicitors have lost my FIL’s Will
Hi thanks for any help in advance. FIL has passed away and organising probate. We have a letter from solicitor saying they retained will but they’ve just told us they don’t have any trace of it. We do have a copy. They have asked us to pay for searches. I’m concerned they haven’t taken any responsibility. What are my…
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Probate
My MIL died recently. My FIL is the sole beneficiary in her will. He also had LPA for her for both health and finance. They had owned a property jointly and as her savings were less than 50k, Lloyds bank have confirmed that they are happy to transfer the money from her Lloyds account into his on her death when the death…
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Looking for advice on Wills etc
My wife and I want to arrange our will and PoA Our affairs are fairly simple We have one adult child Plus I have an adult child from a previous relationship I want my wife to have everything if I die first I want both my children to share everything should my wife die before me I will make one gift to charity My wife wants…
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IHT400 - Do I need to complete this?
Hi, My mother passed away in July 2025 and I'm gathering all the details/values for her estate. I have had it confirmed by two lawyers that as no financial institutions have asked for 'confirmation' I don't require to apply for it - which was good news. However, IHT 400 appears is still needed. Mum gifted her house in 2014…
