suspicious will activity

atush

FireandIce wrote: »

morning.

Thanks I have passed on all the links and info to her. she is contacting a solicitor later today,

I dont believe he would leave her out of the will, as their relationship was ok, and he had already started distributing some of his cash asset prior to his passing, I believe to avoid any inheritance tax.

thanks for all your advice. she is not particularly computer literate, and I was going round in circles trying to get answers for her.

inheritance tax cannot be avoided with gifts made less than 7 years before his death.

Malthusian

PasturesNew wrote: »

This is true. In life mum/dad spoke often about charities they were leaving money to; dad's sister was told there was something for her too. We were given the will in our hands by dad before his death.
After his death when we went through the fine detail there was none of this. None at all. I then spent a couple of days contacting every solicitor in the whole town to see if there'd been a newer will. Nothing.

It's embarrassing to think that his sister might be out there thinking we'd robbed her ... and we didn't!

He gave you the Will while he was alive but you didn't read it before he died? I'm not being accusatory, just curious.

My experience is that the amount of time people spend talking about what's in their Will is inversely proportional to their accuracy. Perhaps I've read too many stories in the money pages about people who had a Will waved over their heads by parents or manipulative friends for years, only to find that everything went to the donkey sanctuary.

woolly_wombat

atush wrote: »

inheritance tax cannot be avoided with gifts made less than 7 years before his death.

There are quite a few exceptions to that rule (£3000 annual exemption, wedding gifts, gifts up to £250, regular gifts from income, payments to help with living costs, charities, political parties).

See "Gifts you don’t pay Inheritance Tax on" for more details:
https://www.gov.uk/inheritance-tax/gifts