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How to amend probate values?
We've recently dealt with my late mother's estate and grant of probate has been issued. The estate value is over the IHT threshold by a small amount however as everything passes to my father (her spouse) it's an excepted estate so there was no IHT to pay. Since the grant was issued we've since discovered she was owed a…
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Canadian Will and POA for UK assets
Might be too niche a question but thought I’d ask anyway. My son and his wife have been in Canada since 2012 and no intention of returning to the UK. They’re currently organising Wills and POA there. Their solicitor has of course advised finding out the situation about accessing UK assets via their Canadian wills and POA.…
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Probate and a RESIDENTIAL park home (not a caravan)
Hi all I'm valuing my late father's estate for probate. He, like many retirees bought a park home on a residential park, not a holiday park (important distinction) and pays a ground rent to the park owners. Because of it's relatively low value, it's considered a chattel (an asset), not a conventional property. I'm guessing…
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Unused inheritance tax question
I am about to start completing the online probate application and need to verify my understanding of unused IHT allowance. My father passed four years ago and left his entire estate to my mother, who has recently passed away. My mother's home was sold to cover care costs etc and her current assets are all in banks ,…
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C1(2002) Grant of Confirmation - sole (executor & beneficiary) have (will & survivor clause)
I'm wondering if anyone help me to fill in the C1 form, please ? I am a sole executor, sole beneficiary. I have will and survivor clause. My husband had no siblings. We have no children. Bank asked me to obtain Grant of Confirmation to release my late husband's fund. I filled the documents referred to Notes to help you…
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Gifts during lifetime for probate
I am trying to work out what gifts need to be included in probate calculations. Guidance seems to suggest ….”Birthday or Christmas gifts you give from your regular income are exempt from Inheritance Tax”. Does this just apply to small gifts under £250? Or does it also apply to gifts over £3000 if paid from regular pension…
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probate search - where to download
Hi I've done a search on the probate register, created an account, searched paid etc. I've received two emails - one with a receipt and the second says "The probate document you requested on 23/10/2025 was processed and is now available for download." There is no link or attachment in the email and it isn't clear where to…
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Liferent Trust (Scotland) with Confirmation/IHT questions
Mum died March 2024 and Liferent Trust came into being with Dad given Liferent use of property till his death. Value of house £200k so half share of £100k in Mum’s Confirmation application. Granted July 2024. Dad died January 2025 so Liferent Trust died with him. House valued at £230k for Confirmation purposes. Lawyer put…
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No will
I recently contacted Probate on line to enquire whether a will had been submitted for a relative following their death some years ago. They sent me a reply saying there was no will. However, I do not understand the last sentence of their reply, copy below. Does anybody have any idea what "la iMul spouse" means. Many…
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Giving money gifts with LPA
My FIL has dementia and is in a care home, my husband and sister-in- law have just sold his house which will pay for the care. They have LPA. The house is well under IHT, proceeds are £265k with not much other savings. They want to gift some money from the proceeds to the grandchildren, as there may not be much more…
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Grandfathers SIPP and other trusts
Hello my grandad passed away two years , my nan is in a care home with end stage Parkinson’s she is 85, they recently sold the house after two years on the market , the will states my nans life time tennant and her my aunty and my mom are trustees , Iv spoken to my mom and asked her if she has seen the trust deeds as…
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Probate RNRB query
Hello, I was wondering if anyone could help. I’m applying for probate for my Mum. She died in 2023. The only asset we need to sort out is her half of a property, which she left to me and my 2 sisters (so direct descendants). My Dad is still alive and lives in the property still. Only issue is, my mum never lived there. She…
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Cost of amending a Will
My aunty and uncle have mirror Wills set up about 15 years ago. There are no complications other than a trust that has been set up for their disabled son. My uncle no longer has capacity (dementia) and my aunty wants to make 2 changes to her Will: 1) change the ratio of percentages left to her 3 children 2) if she dies…
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Any comments about EstateResearch company
I've just been contacted by a company called EstateResearch about a possible inheritance. Does anyone have any experience and comments about them? I've followed up with the local hospital and my relative has died intestate and I plan to call a local family lawyer tomorrow to help me with the estate and get things going for…
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Filling out an IHT400, IHT409 Pensions & Deed of variation. Confused !!
Hi everyone. I am currently filling out probate and IHT forms for my late dads estate. A few queries have cropped up and wondering if anyone would offer help/advice * On the IHT it asks questions around the persons pension. My dad was still working and died “in service” as a member of police staff. I believe that as he…
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Nationwide nightmare with bereavement team and inaccurate figures and no support
Hey all My uncle has been having a really horrific time with the Nationwide and their bereavement and complaints team. His wife died earlier this year, all he wanted to do was to sort out accounts and, as she wanted, move her money into his name and accounts. My auntie didn't have a will, but as the amounts weren't big…
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Communications mast application on deceased land
Not sure if the is the correct area but here goes. so we received a letter addressed to the personal representative of the deceased family member. It was had delivered and signed for giving us 28 days to respond. The letter was from a company representing a communications company and they are applying for first tier…
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Scottish flat sold to self-dealing executor with water damage and insurance claim payout
A week before he dies A suffers water damage to the bathroom roof in his flat in Scotland. Thanks to the Xmas period intervening and that it’s an Artex ceiling the source of the leak couldn't be established and repaired by the insurance company for several weeks. In the meantime the water was wending its way across the…
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Updating the Title Deeds following grant of Probate
I have inherited in the Will my deceased partner's 50% interest in the house we owned jointly as common-law partners.This is now legally confirmed and Probate has been granted. Which form do I send to Land Registry, bearing in mind that I am also the sole Executor of the Estate.There appears to be two forms, the AS1 and…
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Set up joint account with father ?
After my mother's death, I am one of 3 children, but the only one living with my father. I have been told the will (all money, assets) shall be split equally between us 3 children. My father suggested he should change his bank account. For us to be joint bank account holders - myself and him. So in event of his death, I…
