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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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Credit report & death
My Mum died three weeks ago & the death was registered today (Coroner involvement). I'm administering her estate solo. No will. No probate or letters of administration needed due to low value of estate. Today I used the Tell us Once service and uploaded the death certificate to one bank (so far) after freezing all accounts…
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Understanding question from late Grandparent's pension provider
My Nan died at the end of last year aged 100. For over 29 years she was in receipt of a widow's pension from my Grandad's pension provider from his workplace. My Dad is the executor of Nan's will. She left cash only in a bank (no property). He has informed the pension provider of Nan's death and sent a death cert but had…
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C1 Form excecutors
I am filling out a c1 form and it has been returned . My dads will stated my mum was first executor but predeceased my dad . In the will i am next in whom failing but there are also second 2 solictors in the c1 form i named all executors in question 10 including my mum and solciitors who will not be acting and in question…
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Delaying inheritance for will beneficiaries
My will is currently split equally between my five nephews and nieces (I've no partner or dependents). While my nephews (who are in their 30s) are all pretty sensible with money my two nieces (and one in particular) are less so. If I suddenly died now (I’m 60 so hopefully not soon but obviously possible) they would each…
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Gifting when under IHT
I've been reading to lots about the IHT and the gifting rules and listened to Martin's podcast and TV show about it. I understand the IHT thresholds including when one's IHT is passed to their spouse. I understand the rules about gifting money in relation to the £3k and £250 amounts and any larger sums of money you would…
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Will / trust
My dad has recently passed away and I am confused about the will. Mum and dad had mirror wills. They were tenants in common. Mum died in 2018 and left her share of the home in trust for 3 daughters (all over 18 / left home) with dad having a life interest to remain living in the property. Her residuary estate passed to…
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Additional assets found after letters of administration granted...
I received Letters of Administration based on a sum of money. I have now come across another bank account which would increase the estate value by around 20% (to c £60k), do I need to do re-apply?
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New probate query
Hi, i’ll try to make it this quick and clear. Need help with how to proceed please Dad passed away November last year married my mum, a week before passing did not have a will. Owned a leasehold property outright which we’ve had valued by three different estate agents all advising £300k, £325-£350k and £350k. We do not…
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Credit Reference Agencies - Why so difficult?
Hi Folks, I recently finished handling my late mothers estate. I have one open task around notifying credit reference agencies Is it just me, or is this unduely vauge in what to do? Does the fact I used Tell Us Once, told banks etc, make any difference? And being more pragmatic, is it actually necessary at all? When I look…
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Error on IHT400 Form box 79
Has anyone else noticed that for box 79 on the IHT400 PDF form (version : HMRC 12/25) the automation does not calculate the addition of box 77 and 78 correctly - and a manual value cannot be entered. It's using a string concatenation (joining both the value fields as a long string) rather than doing a numeric addition.
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Letters of administration / poers of probate
My mother recently deceased. Are they the same thing? Her bank has requested this is this something I apply fo myself or should i use a solicitor?
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Excessive time for Probate
My MIL made a firm of solicitors joint executors in her will to save us stress. Sadly this did not work out. These solicitors have been very poor and we are still in probate 4 years in. As they are charging a fixed fee we have continued with them albeit having to do quite a lot ourselves. A lot of money is coming out of…
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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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Money Moral Dilemma: What should I do with the inherited money that I feel guilty about spending?
This week's MoneySaver who wants advice asks.. I've recently inherited some money. It's enough to buy a new car, something I do need. But I feel too guilty to spend it - I would much rather have the person I inherited it from still here, and it breaks my heart even thinking about spending it, as doing so would almost feel…
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Probate questions
My mother passed recently and having held the funeral, trying to get my head around next steps regarding the estate and probate. Do bear with me as I have various questions but any pointers/guidance that can be shared would be appreciated. I have issued the 'Tell us Once' notification to stop her pensions. I am the sole…
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non-Mormon attending Mormon funeral
A colleague of my sister has died and sister would like to attend the funeral if it's not a private one. The colleague was Mormon and we don't have any other Mormon colleagues/friends/ family to advise. I was wondering if anyone here has personal experience and any tips for what to expect or things to consider, e.g. dress…
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Sale of property in IPD trust
Hi all, Mothers property left half to brother and half to me. However my half in an IPD trust until he passes. He is in care home and now looking unlikely to go home. His money is running out and the property will have to be sold. I am aware my half has to be invested until he passes with him getting the interest but not…
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Plan after death for those without family
Hi. Sorry to be morbid, but I am on my way to 50 and been thinking about what I should do regarding my will etc. I have no children and no family left, so do not know where to start. I guess I would like to leave my house etc. to a good cause, it is horrible to think all of my stuff will just be sold or thrown away. It is…
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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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Will I need probate?
we jointly own our house and a rental, have our own stocks& shares ISA’s and our own cash ISA’s, our own and joint bank accounts and a joint bond. We have a mirror will, everything to the one who is left…..when one of us dies will probate be required or will the death certificate and the will be sufficient , or will we…
