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Power Reserved
Hi, I am currently completing probate online. There are 3 executors. One of them lives in Greece and does not want anything to do with the process although he does want his part of the inheritance which is split equally 3 ways. It is very difficult to contact him and we have no idea about his address. On the probate I can…
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Online probate submission - documents to be sent
Hi, I have now completed the probate online. At the end it asked me for the cover sheet (done) plus the original will. This is just a panic from me. Do I need to send anything else such as a death certificate? thank you After the help on here I was very surprised how easy it was. thank you
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Putting half a house in trust to avoid partner having to sell
My partner and I are married and recently starting looking at our wills. We own our property outright and and wish to prevent the situation where one of us may go into care and the other if left with a massive bill or be forced to sell our property. Just to be clear we have no objections to selling the property if only one…
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Larger car purchased
My FiL gave us some money in 2024 when we were about to purchase a new car. He gave it to us to purchase a larger car (not one we would have bought) so we could continue to take him each week to see his wife in long term care. Due to his disability he could no longer get into our small car and he needed to use a wheelchair…
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C1 confirmation form Help
Hi. I've been looking through loads of pages on here regarding filling out this C1 form but I feel like I've been looking so much that its all getting too confusing. My situation is that my dad passed away a few months ago. We had a hand written will written back in 2024. I wasn't sure if it was valid but a solicitor…
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How To Find Out If Property Put Into A Trust?
My father is 92 and in a dementia care home. As well as owning the family home with my mother, he owns a shop with flat above in his own name that is rented out. Many years ago my father told some friends that the rental property had been put into a trust - though he never directly told me or my brother this information. I…
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Inheritance tax when a beneficiary lives abroad
If there are three beneficiaries named in a will and one lives in Australia, will the two that live in the uk only pay tax on two thirds of the estate as the tax is not payable in Australia ? This would likely exonerate them from paying the tax as it would be a lesser amount.
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Does renting out the family home affect eligibility for RNRB?
My parents are both in declining health and my father in particular has quite bad demetia. As such he will certainly be going into a care home soon, and with limited mobility and a large house, my Mum would like to go to a retirement home at that point as well. They are well off and can fund all this privately from…
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Reporting an estate's income to HMRC
Our lawyer will deal with the reporting of my late father's estate income to HMRC and I know where we stand with respect to interest and dividends. However can I just clarify the position on his Shares and Property please? Total value of shares at date of death was £11,315.08. Total value on sale was £12,426.85 so a slight…
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Exemption Threshold Questions
Am currently in the process of sorting out my mother in laws estate. We are hoping to transfer the unused exemption from when her husband passed away in 1992. Do I use 325000 as the threshold amount or would it be the threshold amount at the time which was 140000? What if any documents do I need to send to HMRC to claim…
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Printing off POA firm
Do you need to print off all parts of the form that are not relevant i.e replacement attorneys and people to notify etc. These just have big black lines through. Thanks
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Distributing Estate (Possible Problems)
I'm about to start finalising the estate(s) of my late sister and BIL and would like to be prepared for some anticipated grief specifically in relation to the property. They were tenants in common and their original wills left their respective shares of their property to my BIL's sister and me - so my sister's will left 50…
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Life interest trust - time limited
In regard to a Life Interest Trust (matrimonial home, 50/50 tenants in common), if the Trust has been specified for a fixed time period (say 5 or 10 years) then although this may be unusual, would anyone be able to explain what happens at the end of the time period, assuming the surviving spouse is still with us. Thanks
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2nd Property owned as joint tenants
We own a rental property as joint tenants in addition to our family home, also owned as joint tenants. Would both properties automatically pass to the survivor without any Inheritance liability if one of us died?
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Putting life insurance in trust for IHT purpose
My husband and I do not have any children. Therefore we can only make use of the combined nil rate band of £650000 when passing the estate to our nephew and niece when we die. I have heard a lot about putting life insurance in trust as the pay out is not included in the estate and we want that money to be used to pay IHT…
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IHT403 Gifting from income
I’m looking to reduce future IHT exposure & wanted to confirm that I’ve understood things properly I’m drawing down from my pension & also have a little income from premium bonds and savings Currently I’m gifting my daughter £3000 a year via a monthly standing order I believe I can increase this as I have excess income &…
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Reseal of Probate in Australia(NSW) ( obtained UK Probate)
Hello - has anyone experience of this and able to recommend the Australian NSW law firm you used? Also,as part of the process,did the Australian lawyer become Power of Attorney from your Executor? If so,do you know why they need to do this? This has been suggested and I'm a little concerned. Thanks in advance.
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STRAIGHTFORWARD CHANGE OF OWNER'S DETAILS FOR FREEHOLD PROPERTY IN ENGLAND
My wife and her sister are the executors and sole beneficiaries of their uncle's will. He passed away in May this year and, having paid the IHT due on his estate, they have now been granted Probate. He lived in a 2 bed freehold property in his sole name, which was mortgage free, and we have the Charge Certificate and all…
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Prepaid Funeral Plans
Hi! This is the discussion thread for the Prepaid Funeral Plans guide. Click reply below to discuss. If you haven’t already, join the forum to reply. If you aren’t sure how it all works, read our New to Forum? Intro Guide. Thanks folks :) ,
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Searching for APS ISA's
I lost my husband unexpectedly in January and I am trying to move his cash ISA's into APS. I have already done his probate. My issue is I can't easily find which banks / building society's do APS. Does anyone know an easy way to find this out? I can't keep them with the current ISA providers. Many thanks
