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Deaths, Funerals & Probate Board Sticky
Relevant Forum threads you may find helpful: * Introduction to this board * Useful references * Guide discussion: Probate: How to do it yourself If you've spotted any other threads on this board which you think should be highlighted, please do let me know. Useful content from MoneySavingExpert.com: * Guide to probate *…
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IHT Reference number
Just starting to work on IHT400 and schedules for my mothers estate. She was widowed and the total estate will be around £850k so there will be no IHT to pay but I will need to claim RNRB and transferable RNRB. I notice that all the forms have a box at the top for the IHT reference number. However I am under the impression…
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Will processing
Apologies in advance for the vagueness but could somebody please give me some advice? My Mom is not in good health and I've just had to rush to her house (she's ok). Although I know where her will is (or should be) she keeps saying I will need to take this to Birmingham??? (We are West Mids). Its also a mirror will so its…
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Probate/IHT query
Hi, Trying to do probate online but am totally lost and any help would be much appreciated. Note figures below are not accurate for security reasons but are just for testing sort of answer queries please Joint is shared with spouse who all joint funds will go to House(joint) 520,000 Card Debt (joint) 2000 Bank (Joint) 7400…
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Storing a Will with HMCTS - do I need to ring bind the Will ?
I have created a Will using Which… https://whichwills.which.co.uk/ I printed the Will on a laser printer (using standard paper) and its been signed by myself and two witnesses. I have also made a few copies to keep for myself. Now I want to store the original Will with HMCTS….…
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UPDATE: Brother is talking about contesting will with no evidence. Does he stand much of a chance?
EDIT: I just wanted to say a BIG thank you to everybody who has replied (Except that one person lol). I've taken all what you guys have said andit's made me feel a little easier. I am still worried ofc but I do feel better. Thank you! I posted this two weeks ago (Not sure if anyone would remember) basically saying about…
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Gifts out of Surplus Income, Do these Gifts Apply?
Every month for over 7 years my Dad has given me a gift of £200-£300 month in return for the help I provide. If you look at his bank account you can clearly see the balance increases from one month to the next, so he is still saving money and these gifts do not effect his standard of living. Is this something I need to…
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Probate - Is It Necessary?
I am trying to assist my executors, who wish to DIY my
estate in the event of my death. My circumstances are: I’m married, our home is
held in Tenants in Common but because of my previous divorce I wish to leave my
half of the property (house total value – around £800k) in trust to my 2 children. Apart from the house I…
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Probate - Applying Online
MSE states in section four of link below that: "you can only apply online if the deceased lived in England, Wales or Northern Ireland, you're the estate executor/administrator, and you: Are the husband, wife, civil partner or child of the deceased" However, I am the nephew and sole executor of my late aunt (not husband,…
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Probate time - Any chance in under a week?
South west of England. Just doing probate for my mums estate (A house worth 140k), NO savings, NO debt, NO bonds nothing. The house was left to me and my partner. The will was done through a solicitor. I filled out the forms today and sent them off (next day). What do you think the turn around will be before the court…
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Probate
I have submitted probate request online. Probate office have said they want further information from the witnesses to the will. They are going to send a form to them. Does anyone know what form they will send? If I can download it I hope to reduce the time we will have to wait. Thank you
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Probate on line
I’m trying to help my mum to do grant of probate for my father. Everything is in joint name apart from his one ISA , mum thought that she could inherit the isa and it would be straightforward, but Lloyds have said that as its value is over £50,000, they need to see Grant of probate? Can they demand this? all bank accounts…
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IS THE FIRM PURE CREMATION TRUSTWORTHY?
You may have seen this firm's irritating ads on TV. I don't watch much TV, but when I do I have to put up with their repeated ads. A friend of mine used to work for Pure Cremation, but found the firm care more about business targets and sales as opposed to good customer service. Another friend of mine recently got a quote…
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Unregulated trust and estate planning
Has anyone else had problems with an unregulated estate administration company — and what did you do about it? My father passed away in January 2025. His estate is being administered by Steele Rose & Co Limited, a Salisbury-based company. The executor's year ended in January 2026. It's now June 2026 and the estate is still…
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Keeping records for IHT 404
I wonder if anyone else has tried the Monzo app? It is intended to help people to budget and control their spending but is also a perfect tool for generating categorised spending records for IHT403. For £3 per month you get a version that lets you customise spending categories. So I deleted all the suggested ones and…
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Power of Attorney, it's making my head hurt
My Sister and I are about to set up a POA for our father, we were hoping to do it ourselves, but I'm really not sure I can having looked at the form. Signing the forms would be our father, my sister and I, then a certificate provider and a witness. Does this mean we need two different people to sign? I'm finding it very…
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Can I claim 2x residence nil rate bands of £175k
Hello. I believe the rules around residence nil rate bands changed after my mother died in 2013. My father died just last week (they were married). Will I be able to claim two residence nil rate bands?
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Changing executor
Apologies for starting a thread when I’ve not contributed on this site for some time but I’m looking for a little advice and maybe reassurance please. I was appointed executor for a will, jointly with a solicitor and with 4 equal beneficiaries. There’s a house, some money and a few effects and they were a single lady - so…
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I WANT TO SET UP POWER OF ATTORNEY ADVICE PLEASE
I am now 84 in pretty good health but realise that could change at any time. I have decided that I should set up power of attorney. For finance and health issues. I have a son and daughter and would like to have both their names on the document. Currently my solicitor has got my will and the deeds for my apartment. Should…
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Updating Will for money for Grandchildren query
Hi, My current Will is set up to leave all my money to my grandchildren when they reach 21 but reading numerous threads on here it seems that this will incur hefty taxation and need to be set up in a Trust, difficult to manage etc. As the sum involved (currently unless I win the lottery) is around £40,000 a STEP qualified…
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C1 Grant of Confirmation - Looking for help
Good evening, I recently lost both my parents and am looking for some guidance on the completion of the C1 Grant of Confirmation to enable the sale of the family home, a small amount of shares and to allow release of funds from Santander and Nationwide Building Society accounts and conclude the execution of the estate. My…
