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Wills & probate solicitor recommendation?
Hi, we’ve hit some complications in carrying out the wishes set out in my dad’s will and really need some legal advice on our options. Can anyone recommend a good wills/probate solicitor?
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What happens if executor passes away before probate completion
Probate of Mum's estate etc. was being dealt with by a family member (the executor, who was also a solicitor); the only real value in the estate was Mum's house, which was eventually sold. The probate process, as far as we were aware, was almost complete, and the estate's proceeds were just about to divided up equally…
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Giving sibling their 'inheritance' and IHT
My parent died leaving no inheritance, due to care fees. The only thing left was a rental property that she and I owned as joint tenants and which reverted to me by survivorship. My sibling has nothing. At the moment the future of the property is complicated due to care debt (which is a whole other story) but ignoring that…
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Scotland: solicitor letter from beneficiary saying I've to put house on market
Background, I'm executor for an estate which includes a house. The house was occupied until last year by a liferent who has now left. (The house is in an unlivable state, roof leaking, hole in ceiling, carpets wet). One beneficiary lives abroad and has been trying to get across to view house, the other beneficiary lives…
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Will Trust - Registration Query and Grant of Confirmation
My father has just passed away and we are working through the Scottish Confirmation process. It is an exempted estate for IHT with half a share in a property worth £80k (property valued at £160k) and some cash in the bank at £40k. When my Mum passed away in 2014, her share apparently went into a liferent trust formed by…
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Tenants in Common, Percentage Ownership of Property
I have no record of the share of "Percentage Ownership" on a property I own with my daughter as "Tenants in Common" I have checked with Land Registry and they do not require or keep records on the percentage of ownership of properties held as Tenants in Common. I have checked with the Inland Revenue and they informed me…
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Everything Done Now What?
Hi, I've just completed the sale of my late father's house and am ready to distribute funds to beneficiaries, at the time of me applying for and getting probate I was told that the estate would not be subject to inheritance tax the value of the estate came to around £340,000 (as it turns out it is less because the house…
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LPA reduced fee
My husband and I are starting to apply for LPAs, I don’t have an income so may be eligible for the reduced fee. I would have to write a letter stating that he supports me with his income. My question is whether they accept that or just say he has money so he can pay for it? Has anyone had experience of this situation being…
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Writing a Will
Hi all I've hand written my will. I have a couple of questions. Is it 1 witness or 2? Is handwritten ok or does it need to be printed? I've spelt everything correctly and I've dated it. only 1 witness at the moment. The witness is also the trustee. It's a basic will. Everything of mine goes to my 2 children. House,…
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Tenants in common/Joint Tenants and care home fees (mum and daughter)
Hello My mother and I are currently joint tenants of a house (done to help me out initially). I am beginning to think about the future and if (touch wood it doesn't need to happen) my mother needs to go into a care home, would it be better for us to stick to joint tenants, be tenants in common - 10% and 90%? OR transfer to…
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Beneficiary Has Taken Money From Estate Before Bereavement
I am the administrator of my father's estate it should be quite straightforward and a simple division of the estate between 4 children of the estate including me. there is now IHT to be paid as I have used the Spousal Allowance of my late mother. I have a small problem which I hope you can help me with. One of the…
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Am I being ignorant?
I reached out to an accountant to help with IHT and CGT for my late Grandmothers estate. The background story is rather complex so long-story short - a local accountant asked for documents to review and by doing so provided a lengthy in-depth summary of what is required for CGT and IHT. My concern is the invoice I am now…
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Inheritance Tax
Wondering which rules would apply to money gifted now, should the thresholds/ tax rate change in the October statement , eg money gifted now, person gifting money dies next summer and rules change in April 25 would rules at time of gifting or time of death be applicable?
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Gazette and local paper notice if executors are sole beneficiaries
My sister and I are the only executors and also sole beneficiaries of our late father's estate. Is there any good reason to pay (approx £400) for the section 27 notices because while this protects us as executors, any creditors would be able to claim from us as beneficiaries in any case? It seems an obvious 'no' but…
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Death in service and employer loans
I wasn't sure if this the correct place to post this - more of wanting to know rather than needing to address. If I have any loans with my employer and die in service, would my employer deduct this from my final salary payable if my death precedes payroll deadlines? If the amount of the loan exceeds my last pay packet, can…
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Do i pay the charities before taking expenses out of estate
Morning, I’m a bit confused. Once i have probate (applied online yesterday at last!) i know that certain costs can be deducted from the estate like inheritance tax, probate fees, estate agent fees etc. do i take these out of the estate before calculating the 10pc to the charities? Or do i take their money from the net…
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Can you remove items from a house before you know who it's left to?
Can you remove items from a house before you know who it's left to? Is there a way to report it?
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Help with Dad's Estate
My Dad is currently receiving end of life care at home due to a recent diagnosis of pancreatic cancer. My sister and I are the executors of his will and while I have time on my hands (currently sitting with Dad throughout the night) I am trying to obtain an understanding of what we need to do regarding his estate when he…
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Potential Changes to IHT rate
If the IHT rate changes from 40% to 45% in the October Budget, will those that have already started the probate process be protected from the rise or will they also pay the 45%?
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A Multitude of IHT Questions
Hello everyone, I am hoping I can get some advice here as I am completely lost in the whole process of probate. So my mother passed in June 2024, I am the 50/50 beneficiary to my mums estate alongside my sister. My mother had been in a care home in Ireland (all assets in UK) since 2020 and had no property (all cash and…
