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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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Double Probate needed?
Person A died, naming persons B and C as executors in their will. Person C reserved powers because of ill health, and Person B was the active executor with the Grant of Probate. For various reasons Person A’s property was not sold after death and Person C has continued to live in it. It is in shared ownership and the…
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Help - IHT forms needed?
Would appreciate your help and advice as my mind is overloaded with grief… My mum has died, owned her own house, no Will, myself and sister. Mum was widowed. I am not sure if I need to complete any IHT forms or just head straight to apply for 'letters of administration'. House I would estimate is worth 290-300k, other…
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Time scales for unique Probate code from HMRC
Just a quick question. Does anyone have recent experience of submitting the IHT 400 forms where there is no IHT to pay....roughly, how long before the unique probate code was sent? Thank you.
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Estate - Investment Bond - How to complete "Tax Declaration for an entity"
Hi all, I hope someone can help me with this, I'm struggling. My dad sadly passed away towards the end of last year. My sister and I are executors of the estate and everything was left to my mum in the will. Most of dad's assets were jointly held apart from a stocks and shares ISA and an Investment/Portfolio Bond with Life…
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Help seeing a will as a beneficiary not executor
Hello all. I couldnt find a specific forum for wills and solicitors so I put it here by all means move it if needed. I am currently embroiled in a lengthy probate process for my late uncles estate. I will make another post detailing far more information than this but would like a very specific peice of adfvice first…
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Hargreaves Lansdown Estate department
Anyone have experience of dealing with the HL Estate department in relation to a deceased accountant holder? We are currently 14 months past our father passing and still attempting to get HL to resolve the outstanding issues to allow us to close his accounts. Emails and secure messages all go unanswered for months. Calls…
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Mum died leaving £1400 in debt- They said they'll wipe it if theres not enough in the estate but..
Mum had a £1000 in an overdraft and DWP want £400 back. She has a house which she left to me and it's valued at 140k. She had zero savings and both the DWP and the bank have said they'll wipe it if there's not cash enough in the estate (Both know about the house). However, she just got a refund on a life insurance policy…
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Certified copy of will
Before sending off the original will to probate office, is it advisable to get some certified copies of the will just in case?
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Do you have to accept a bequest in a will?
Hi all. I wonder if people could give me some sort of guidance on a situation that is likely to occur for a family member An elderly relative has, in her will, left her estate to be divided equally between her daughters and their children (2 on each side so equal shares of 1/6th) and this is likely to be circa £80k. This…
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Probate error of about £10k. How much trouble am I likley to be in, please?
Hello, I made a daft error in am probate application, which I only spotted the day I got the probate certificate back granted. It's a small will, with no property, and no inheritance tax. Essentially, I broke a formula on the spreadsheet used and missed a row, and while it should have been obvious, I didn't see it. I gave…
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Which bank is best for an Executor account with 3 names on the account
Hello I have tried to open an executor account for myself, father and sister with Halifax. Halifax only allow 2 names on the account. Which bank permit 3 people names on the account (we need this to execute sale of property) and are helpful and make the process simple? Thanks in advance for your advice.
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C1 Scotland Inventory
I have done a Scottish C1 Confirmation submission but I'm encountering hurdles getting the format of the C1's inventory accurate and theres nothing online with which to compare. The Sheriff is knocking it back due to 'formatting' issues and HRMC, when questioned (given it's their form), tell me they can't help and I need…
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Questions about deed of variation can anyone help please?
I am looking to distribute my dads estate by the end of April. Within 2 years of death I would like to give some of my cash inheritance to my son and another beneficiary would like to give some of her cash inheritance to her son. I have read about writing a letter instead of paying a solicitor…
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Probate question - Do you need to pay for a house evaluation IF the property is WELL below IHT ?
Hi. About to start doing a relatives probate ourselves. They have a property that was valued 3 years back at 140k. No savings or anything else of value. Zoopla currently says it's £150k. The house next door which is literally identical was sold for 145K in December so we are very confident that it'll be around this price.…
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Will executor nightmare
I have been named on the will as executor to my recently deceased step-mothers estate. Named on the will as joint beneficiaries are myself, my brother (her other step-son) and her own son and daughter, with all receiving a 25% share. As far as I'm aware the only assets she has are a bungalow, which her son, daughter and…
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Will Storage Question - recommended place
about 10 years ago we updated our wills and lodged them with a solicitor who specialized in wills. We also helped our parents update their wills with same solicitor who offerred a cheap joint will storage service. A few years later the firm of solicitors send they could no longer store family wills together and suggested…
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As my late siblings executor, is probate required to distribute his share of estate?
Hello I would appreciate your advice on the following please. My late brother appointed me as the executor in his will, he was resident in the US and had no assets there according to his children but he is one of the beneficiaries of my late mother's estate in the UK. I am nearing the final stages of distributing the…
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Executor-dative scotland
I have completed a template to petition the court for executor-dative my mum passed away with no will and estate is above £36k.any advice on how I have completed the template
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IHT402 Question - Transfer of Nil Rate Band
Question 7 asks for the net value of the spouse or civil partners estate passing under their Will or Intestacy. At the time of my relatives death all their assets (home, bank accounts, savings etc..) were jointly owned with their wife.who took sole ownership of them on his passing. My relative had no other assets in their…
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Wills
My husband and I own our house as 50/50 tenants in common. We have taken out a Lifetime Mortgage with Aviva. I wanted to make a Trust Will leaving my share to my adult child with my husband being able to live in the house until his death. Aviva have said that this is not possible. Is there another way to go about this?
