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Advice needed re Uncles Will
So my Uncle has left both me and my two siblings some money in his will. He has left me and my younger brother some independently and left some to our mum and dad who are deceased. Both our mum and dad’s estate has been sorted but my uncle’s solicitor is being a right pain to deal with. She has copies of both my parents…
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Inheritance Tax - passing on proceeds of sale of home to children
Hi, Sorry if this has been asked before. Does someone still get the extra £175k allowance if their will passers on the proceeds of sale of the family home to children (ie the home is sold within the estate and the children just get money) or would the children need to actually inherit a proportion of the family home in…
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Obtaining Bank Statements Tax Calculation
Hello As the executor of a Will can you request a bank, in this case Barclays, provide the last 7 years of statements for the deceased persons account. This is to help trace payments when calculating possible inheritance tax. Obviously probate has not yet been granted, so will the bank still be helpful to an executor and…
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Probate Progress
I know there is a Govt website where you can go and check a will once probate has been granted. Is there a website where you can check the progress of probate or even if the process has been started? Think an executor may be dragging their heels. Many thanks.
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Has anyone used Life Ledger death notification service?
I am having to cope with the death of both my own Mother just before Christmas and Mother-in-law last week, and I am struggling with the paperwork, especially notifying so many different companies. I have come across Life Ledger, https://lifeledger.com/register-a-death/ a death notification service but I have not heard of…
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Most straightforward way to sell vehicle
My father recently passed and the situation is probably about as straightforward as it can be. He has a will and I’m the only child, and the only person named in will for the estate. I’ve not met the lawyer yet (planning to in a couple of weeks). What is my most straightforward path to selling his car and what do I need to…
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Executors dispute over will and bank account
We have an issue with our late parents will. Originally it was only 2 siblings named on the will as beneficiaries and executors, we began the process of opening a joint account and transferring the various savings and fund into the new account, paying bills and tying up any loose ends. Then a newer will came to light, now…
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Assent with a charge
My mum died and left me the house in the will. Dad died 20 years ago, but his name was not removed. My brother gave them some money to pay off their mortgage and a charge was added. I have 2 questions 1. Do I still use an AS1? Do I need to include dads name or just send his death certificate? 2. Does the charge affect the…
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Probate and joint executor problems!
For the background regarding this post please read first:Joint Executors, should each know what the position is regarding Probate etc? I have this morning received a "Self Assessment; Late tax return Daily penalty reminder" regarding my B.I.L tax return. Apparently there is already £300 due for late return of his tax…
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LPA & HSBC
I'm aware this is a pre-death issue but the regulars here know more about LPAs than anyone else on the site and I'm in need of a sanity check, so I hope you'll forgive me going mildly off topic. I'm in the process of registering an LPA for my mother who has lost capacity. LPA is set up and active, I have activation keys…
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Grant of Confirmation
Good afternoon, I am in the process of completing the C1 Form and with the aid of this site I am almost ready to venture down to the Sheriff count to submit it. I am dealing with my Mother in Law's estate and it seems very straightforward. I only have two issues that I need to resolve. Any advice would be greatly…
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Estate agent asking for beneficiaries details
I am an executor on an estate and part of the assets is a farm and home which are being sold by an estate agent but he is asking for name and address details for all of the beneficiaries of the will and saying he needs to have them "legally". I do not feel the details of the will should be available to anyone except the…
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PA11 and PA15
Hello. My ex husband has just died suddenly. His will, done 20 years ago, appoints friends to be executors. My kids what to sort out the estate and the named executors are happy for them to do it now my kids are adults. We have filled in PA11 to allow the original executors to appoint my kids in their place. My quesion is…
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Inheritance tax - married couple, one died 2013, other 2024
Hello. I've tried and failed to find an answer - my mother died in 2013, father in 2024. So my mother died before the current rules on IHT following second death were introduced. She left everything to my father. My father has left everything to me, an estate totalling less than £1M. Are my parents' IHT allowances…
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Does a solicitor have a legal duty to carry out a will in a certain time frame?
Hello, My father died in July 2020. Myself and the solicitors to his will are both executors of his will. He changed his will many times before he died, at the time of death he left £40,000 to carers, charities, and my children. He had just over £1,000 in the bank. We were partners in business and he was paid a very…
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Insuring deceased's property
I need to insure the deceased's property, buildings and content, before it goes on the market to be sold. Nobody is living in house. Anybody know of insurance companies that would offer cover? Comparison sites just dont help in this situation 😒
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Probate nightmare, wills null and void
Advice please. I would be very grateful Applied for probate Sept 2023. I sent the Will and previous will, they weren’t in the best state. Process stopped and questions asked about staple mark so did a statement that explained previous will attached had come away but had enclosed previous will. Process stopped again and…
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Transferring Ownership of Tenants in Common to Beneficiary.
My parents changed their flat ownership from 'joint tenants' to 'tenants in common' and in each of their wills they left their share to me. My dad passed away last month so I applied for probate myself online and was really surprised that it was granted this week, after just 19 days. However, I don't understand what I need…
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Help with Deeds/Will Please
Hello everybody I am 70 with 2 Son's and married for many years with their Dad. My Husband has 2 daughters from his first marriage. One of whom has kept in touch and I like her. My Mother strongly wanted her house (which we now own, that is mortgage free) to be passed to my 2 sons. We have around 60k in savings. I'd like…
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Complex situation: how to avoid inheritance tax/ capital gains involving international Jordanian law
I would like some advice about the below situation. My partner is originally from Iraq and has lived in the UK the past 15 years. My partner's mother lives in London. She and my partner are British citizens. Her flat is owned by her mother (my partner's grandmother) which was bought in 2012. The reason the ownership of the…
