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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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Lost IHT400 Forms
Hello I’m so annoyed. About 5 weeks ago, I sent the IHT400 form along with the various supporting forms to HMRC. I called today for an update only to find they have no record of the forms. I know they received them as i sent them Recorded Delivery and EDM signed for them. I’ve been told to wait 5 days to let them…
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Question regarding inheritance tax /transferring ownership of assets UK & Ireland
My Mother is an 80 year old widow, my father having passed away in 2018, leaving all his assets to Mum. She lives in the home we grew up in, in N. Ireland, probably valued ~ £220k She also owns a holiday home in Donegal, in the Republic, valued ~€250k She probably has £100k in savings So UK savings & asset might equal…
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Transfer of property from parents
Hello. I have lived with my parents in their house in England for over 5 years, but they are planning on moving overseas permanently to live with my considerably richer sister and her husband. As I do not own my own house, they are transferring their mortgage-free house to me. However, they may not be able to move abroad…
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LPA Government or Solicitor
Could you tell me what is the difference when filling in a LPA . It seems that it is cheaper doing it on the Gov Website. What would you recommend for and against. thanks
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IHT 400 Calculations form
Hello, Can someone please explain to me why Box 41 on the IHT400 "Calculations" form says Box 40 divided by 6 and not Box 40 x 40%? I spotted a typo on the main IHT400 form which HMRC have confirmed and so I am wondering whether this is also incorrect. Many thanks
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C4 form eik needed
Good morning all,r. Really need help. I need to send back and eik to the court as my dad is now wanting to sell my late mothers house. I never added her share of the property onto the original confirmation because I did not know the value and my dad still livedthere. Now he wants to sell because im dealing with mums estate…
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When a partner dies
Over the past few years some of our friends have had a partner pass away, and they have relayed to us how difficult it has been to get things sorted out, especially on the banking and insurance side. And the number of death certificates that need to be purchased astonished us. Do you know if there is a lay-man’s guide as…
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Living in a house that is under probate still?
Slightly complicated situation. My daughter is autistic and in her 20s and still lives at home with me. I am her registered carer. It is likely she will live independently with outside support in the future but at present she does not want to live alone. She currently receives advanced daily living PIP and only works part…
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Confirmation Scotland- inventory
I am currently preparing form C1 for my Mum’s estate as Executor. She has investments with Quilter (stocks & shares and investment bond). Quilter have provided me with a probate valuation (13 pages long) which details each asset no of units, unit price and asset value. Will it be acceptable to attach a copy of this to the…
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Advice on Registering a house in a trust with HMRC
Hi All I was wondering if you could give me some advise on the best way to register a house in a trust with HMRC. I have got legal advice, but I seem to be getting some conflicting advice so want to make sure I know the score before I pay any money out. The background is my mother passed away in December 25, and left her…
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Grandad Died, Will British Gas cut the supply?
Hello all, Grandad died and had his electricity and gas with BG. I am frightened to tell BG of my granddads death as the company may cut the utilities off. The house is currently empty and we have not done very much as yet. I called Thames Water, and they were brilliant, I know Grandad has Electricity, Gas and Homecare…
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It's done! Thank you!!!
Hello. It seems that my task as Will Executor has now come to an end—well, sort of. When the solicitors informed me that the admin of the estate was concluded, I cried! It's been quite a journey and not pleasant at all. It feels as if I've been to Hell and back! I'm still incredulous and keep thinking that there might be…
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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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Ending trust for alternative legal structure options
My brother and I looking for advice following the death of our dad 16.9.26 - he left his property in UK to me and my brother in a trust. My brother lives in the property and will continue to do so. I live in France. Given the complexity of the trust, my brother and I are in agreement that we would both much prefer to avoid…
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Step children and inheritance tax and property
Hi All My husband and I have been together for just over 30 years but we just got married this Jan. He was divorced when we met and has three children. There is a 24 year age gap between us so I am closer to his kids age then his. When we bought the house it was in my name only as it was easier to get a mortgage for just…
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property protection
my wife and I are going to moving to a lodge in a residential park and have just done our wills and power of attorney but was told because we would not own the land of the lodge we could not get property protection, does anyone know away around this thanks
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Help with IHT400 form please
Hello, Can I have some help please interpreting what HMRC are asking in this form! IHT 400 page 12 says "You can use the simple calculation boxes 111 to 119 to work out inheritance tax as long as the following apply (lots of sentences that are not applicable to me) then it says - you do not want to pay all of the tax now…
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Benefit of Gazette & local paper notice
With a simple estate what’s the benefit for joint executors, who are the two children of the deceased and also the sole beneficiaries, in placing a notice in The Gazette and the local newspaper? A notice might reduce their "executor" risk but given they are also the beneficiaries the risk remains with them anyway. I can…
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Sorting Out Banking Post Bereavement
Hi, my father past last week, leaving quite a number of bank accounts, many of which are joint accounts with my mum. He had online access for the main accounts as she wanted him to deal with things. Now he's gone she wants me to handle it for her. I have my dad's login and all of the bank cards and she has her own bank…
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DIY probate and life interest trust help
Hello, I am in the process of applying for probate online. My father left his 50% share of the house (his share being worth approximately 290k) and around 75k in savings to be held in a life interest trust with my stepmother as beneficiary and me as remainderman. He also gifted me various sums of money over the last 7…
