-
Facts around Will and trust, abuse of vulnerable people
My parents changed their Wills 48 hours before Mum went into a dementia home, and a month before Dad died as predicted. The main reason for the change was to protect the estate from care home fees. My Mum did not need to update Will as Dad was dying. This appears to be a deliberate attempt at depreciation of assets. With…
-
Inheriting property abroad where there is also a right to remain
Hi, My daughter stands to inherit a 1/3 share of a house in Spain after her gran passed away (her gran lived in Spain). Another family member has a right to remain in the property as long as they stay in Spain, as I believe this is stated in the will (and they will also inherit a 1/3 share). My daughter could end up…
-
Questions after receiving probate - Can you help?
As the executor, I followed the DIY route described on MSE and have recently received probate for my mother’s estate. I am awaiting two financial services to transfer money to an account set up for this purpose. Once this is done, I should be able to prepare the account and distribute the estate as set out in her will to…
-
Probate: 99%/1% property
A property is split between a son and mother with a 99% / 1% split in the sons favour. The mother lives in the property and has rights to live there until she passes on. He is now deceased, with his will stipulating that his 99% is left to his daughter. Ideally it would be good to resolve this before the mother passes on,…
-
Net qualifying estate value for IHT:
I'm attempting to deal with my late father's probate and have come unstuck at the first hurdle! He was a 'tenant in common' with my surviving mother and has left everything in his will to me. What do I enter in the box that asks for 'Starting with the net value above, take away the total value of any assets passed to a…
-
Leaving 10% to charity in a Will
I know that if you do this, the IHT taxation rate is then reduced to 36% from 40%. But does this only apply to ‘cash’ assets, i.e. property is a separate thing, or is your whole estate (including the property) used as the figure from which you bequeath 10% to charity? When he died last year, my Mum inherited my Dads…
-
A bit more clarity on IHT / Pensions
https://www.accountingweb.co.uk/tax/hmrc-policy/welcome-budget-change-reduces-risks-for-executors Whether it’s going to make it easier for beneficiaries, who knows.
-
Money Moral Dilemma: Should I pay my sister half the money our deceased father gave me?
This week's MoneySaver who wants advice asks... A few years ago, my father gave me £30,000 to help pay off my mortgage. My sister agreed with the arrangement, and I signed a piece of paper to say that I'd received it. My dad's now died and, once probate is granted, my sister wants an extra £15,000, or half of the £30,000…
-
Length of time for probate for death of a foreign domicile
Hi, Does anyone have any recent experience of timings for probate when the person who died was domiciled abroad? (France in my case). Just wondering really what sort of timeframe others have had so it might give me an idea. I reached my 12 weeks just recently and called them. They have the file but all foreign domocile…
-
Please delete
Please delete Thanks - Will
-
Council refuses to allow grave stone inscription
A couple of years ago my father died and I asked the undertaker to arrange a new additional horizonal grave stone to be added to an existing vertical grave, with my father's name on it. This was swiftly done. This year my mother died and I asked a local stone mason to add my mother's name to the new stone. They asked me to…
-
Estate planning - confused about what I am entitled to
Hi All Firstly, I know that i might need some professional advice on this, but I also like to have a bit of an idea as to what I am talking about first, so hoping some of you can help me and give me some advice. First some context - My dad unfortunately passed away last month, and me and my mum are trying to sort out the…
-
Excepted Estate reporting estate value with no IHT to pay
Hi I'm helping to sort out probate where there is no IHT to pay as everything passes from the deceased to their spouse (below the thresholds etc). On the probate online page I have entered the estate value from the IHT calculator tool, but on the page below it it says "If you apply for probate for an excepted estate,…
-
Contacted By Heir Hunter
Hi My estranged brother died in July . He had me down as next of kin even though we had not spoken for 20 years long story no one spoke to him due to things he had done. As far as I know he died in a homeless shelter. The council paid for his funeral. We have now been contacted by an heir hunter who on first conversation I…
-
Changing Joint Tenants to Tenants in Common for Will
My father in law wants to get his affairs in order but just needs help with clarifying a few issues with regards to making a will. He has a few pensions, assets and savings in the UK which he wants to split between his children and grandchildren. He also owns a house with his current partner, joint tenants and mortgage…
-
Excepted Estate - No Probate Required
I am posting this for information only and would appreciate some help as I cannot find anything on line. If you have an Excepted Estate that does not require probate as all the assets are in cash. There is only one beneficiary and they plan to do a Deed of Variation for the whole estate value within the 2 year period…
-
Probate advice
Hi, An elderly friend has recently died, he has no next of kin or relatives, he has a will which names my mum as executor & myself too if my mum was no longer living or unable to deal with his estate. My mum is elderly & in ill health, so she has asked me to deal with the deceased affairs. I know I need my mum to complete…
-
Bank Account for Discretionary Trust
Hi, Our father passed away 7 years ago and the will arranged for his half of the family home to be protected by a Discretionary Trust. Our mother, after an extended hospital stay is now in a nursing home. We need to sell the house to fund the home fees. On sale, half of the home will go into a Discretionary Trust. We'd…
-
Capital gains tax inherited property.
Hi, I inherited a property in 2023, I renovated it, put it on the market and the sale completed last Friday 21/11/2025. My accountant is currently working out my capital gains liability. I have a valuation from an estate agent from 2023, which I submitted to the accountant, she says HMRC will need a retrospective valuation…
-
Understanding letter of confirmation in Scotland
Hi can anyone help. I need to submit forms for confirmation for an estate in Scotland. Property owned jointly by spouse with a survivor destination on the title. I had understood this meant the property passed automatically to the Spouse but do I still need to include the property on the forms and if so, assume it's 50% of…
