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Exempt excepted estate - how exact the value should be for probate
I am waiting for the balance of an indexed linked saving certificate from NS&I before I can apply for probate for my husband. It is more than two months now since I reported the death but I still wait for a reply. We got an updated value from husband's NS&I account before he passed. Can I use that value for probate as it…
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Co-executor dispute – can executor legal costs be paid from estate before completion?
England & Wales. I'm one of two co-executors of an estate. Probate was granted around 18 months ago, but the administration is still ongoing due to disagreements between the executors. The estate includes a property and cash assets. However, matters remain unresolved and progress has been slow. So far I have spent over…
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My husband died on the 31st December 25 I have not been able to have his Premium Bonds sent to me .
My husband died and as I couldn't cope with everything I put everything in our solicitors hands. Unfortunately they have had no joy in getting them for me so I rang NS&I today June 23rd 26, they were of no help and said they had sent a letter to my solicitors last week so the letter should get to the solicitors Friday of…
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Critical illness payment received after death
There is a payout from a critical illness insurance claim after date of death of my spouse. When I do probate online, do I need to include the amount anywhere? Thanks.
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Baffled - do I need to complete IHT400 for first spouses death?
Firstly apologies - I'm sure this has been asked before, but I've searched and can't obviously find it. I'm struggling to work out if I need to complete form IHT400 (plus any relevant schedules). My Dad died last month, and I'm Executor. He left personal chattels to mum - value £24k. His 50% share of the marital home…
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IHT405 Question 11F
I've come across a few posts on this subject but I still can't work out whether to fill in this box and if I do what effect it might have. Estate is around £900k with full £1M IHT allowance available - so no IHT to pay. The house is valued at around £575k and will be put on the market as soon as probate is granted. I have…
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Inheritance tax - works of art
My mum sadly passed away in April and I am filling out the IHT forms as some will be due on the estate. My mum was a very keen non-professional painter and had a lot of her own original paintings in her house. I think she did sell a few to friends many many years ago, as in decades ago, but we are planning to either keep…
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Applying for Probate
I’m hoping someone here will be able to help me understand a few things about applying for probate on behalf of my Dad. I’ll try to be as succinct as possible but this may end up being a bit long winded. After my mum passed my dad went to the bank to arrange for the money that she had in various accounts to be transferred…
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Mobile and Wifi Providers
HELLO! My father died recently and we had very little time to talk to him about his affairs. Looking through his bank statements, we've discovered that he was paying Three for Wifi even though the contract came to an end in 2022. They say that unless he cancels, then the contract carries on. We also have a payment of over…
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Urgent Advice Sought—Auctioneer adds £600 fee before imminent house completion/clearance
My sister and I have been left in a very difficult position following our father's death. His assets were left to his wealthy family lineage and, now 3.5 years after his death, after an incalculable amount of stress, work and significant financial liabilities, my sister and I stand to inherit only a proportion of a…
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Help with executors
Hi all, hope everyone is well. I need some general advise about mum's will and executors. Story is we cared for mum for 5 years in her home as she had Alzheimer's. Sadly she passed away but in her own home which was her wishes. Mum was kind enough to give us a 2 year right of stay in her home before before being split…
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Probate delays and risk of losing property sale - any remedy?
Hi, we applied for probate for mum's estate (second death) in early August. In Sept they requested additional info which we submitted on Sept 26th. They won't give us any sort of insight into where it is in the process, whether there's an issue or what the general timeline is. This is a problem because Mum had actually put…
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Trouble getting annuity payment after my Father passed away
I wondered if anyone else has had trouble with the Prudential when trying to get them to sort out an annuity payment. My father sadly passed away over three months ago and his Pru annuity pension was supposed to pay 50% to his wife/my mother if he died first. I informed them straight away and sent them the death…
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Not sure what to do - Advice if poss
Hi Everyone. Not sure where to start with this one, so basically my father passed away a few months ago, I lived with him in his house which is all paid up (no mortgage or anything), I came back living with him about 8 years ago to help care for my Mum who also passed about two years ago, I have no kids or partner of my…
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IS THE FIRM PURE CREMATION TRUSTWORTHY?
You may have seen this firm's irritating ads on TV. I don't watch much TV, but when I do I have to put up with their repeated ads. A friend of mine used to work for Pure Cremation, but found the firm care more about business targets and sales as opposed to good customer service. Another friend of mine recently got a quote…
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IHT Reference number
Just starting to work on IHT400 and schedules for my mothers estate. She was widowed and the total estate will be around £850k so there will be no IHT to pay but I will need to claim RNRB and transferable RNRB. I notice that all the forms have a box at the top for the IHT reference number. However I am under the impression…
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C1 Grant of Confirmation - Looking for help
Good evening, I recently lost both my parents and am looking for some guidance on the completion of the C1 Grant of Confirmation to enable the sale of the family home, a small amount of shares and to allow release of funds from Santander and Nationwide Building Society accounts and conclude the execution of the estate. My…
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Probate help when assets left upon trust
Hi all, new here but I’m a bit stumped on the correct way forward with probate for my late mum. Mum left all her assets to myself and my 2 siblings UPON TRUST to provide a income for my dad. The Will created the trust. All 3 of us are trustees and executors. Assets ( 50% of house, tenants in common) plus other savings…
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Probate/IHT query
Hi, Trying to do probate online but am totally lost and any help would be much appreciated. Note figures below are not accurate for security reasons but are just for testing sort of answer queries please Joint is shared with spouse who all joint funds will go to House(joint) 520,000 Card Debt (joint) 2000 Bank (Joint) 7400…
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Power of attorney with solicitor
I've thought for months on this and of all the relatives and friends I trust there are none I would saddle with the burden of this so I'm going to have to appoint my solicitor for financial attorney Obviously I will only give consent for him to act if I lose mental capacity but who decides that? I know a few people with…
