-
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 *…
-
How do utility bills get paid when waiting for house sale?
Sorry this has probably been answered before as it’s a pretty basic question I imagine. My mum died and I am executor of her will. Her estate is split 50/50 between me and my brother. She has a house maybe worth 400k (but it had equity released on it possibly 200k to pay back) plus £1000 in the bank, no real other assets.…
-
Will / LPA
Hi all. Bit of background. Wife's Aunt and Uncle 85 and 89. (Father side) 2 Sons, both estranged not spoken to for 30+ years.Eldest re acquainted last year for about 7 months but in Oct cut all contact again. We are assisting with things like on line shopping,helping to fill out Benefits etc but they have Life Assurance…
-
Valuations For Confirmation
Hi, We’re in the process of gathering information in order to complete the Confirmation form. We have a house and several pieces of jewellery and we wanted to check if we need to get written valuations for these? Any advice would be much appreciated.
-
solicitor intervened
My solicitor has been intervened by solicitors regulators agency. my will is now in the S R A archives . updated my will April 2025 cost over £400 so that's all down the pan now. what's my next move in this situation
-
How long is probate taking for a simple estate at the moment?
My solicitor is just about to actually apply for probate after receiving my Mother's funeral cost details. All other documents sorted and a fairly simple estate of one property (owned outright) and one bank account. No other debts. I am the sole executor and beneficiary. Thanks in advance.
-
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…
-
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.
-
Inheritance Tax
Hi there Would really appreciate help with a couple of questions about inheritance tax and planning please. If a remaining elderly parent sells their property to move in with their child and family and contributes a large sum towards the new house purchase for them all, what could the repercussions be down the line? Is it…
-
A Nightmare scenario
My sister has passed away suddenly earlier this week. I expect a death certificate to be issued next week. Her husband is currently in a care home with dementia, he’s physically ok, just forgetful. Her 33 year old son has autism, and has a support team who take him out to various activities each week in his Mobility scheme…
-
Money has to be held in Trust(?) but solicitor has the funds.
Hi. I hope someone can help with this, because I'm more than a little lost with it all. My dad died and left my two daughters (10 and 16), a share of his estate but the stipulation is that they can't have the money until they're 18. I believe the Solicitors were the executors and were the ones to look after selling his…
-
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…
-
What to expect from an Investment Wrap Account once probate granted?
[note, I asked a similar question a week or so back but no responses - so mods, please feel free to delete that one & if I'm putting this in the wrong board I apologise, please move it!] Trying my question again - can anyone advise what my options and considerations should be with an investment wrap account now that I have…
-
IHT436- Transfer of Unused Residence Nil Rate Band - Question 13/14/15 query
The instruction for Q14 reads "Enter the value of the Residential Enhancement for the person whose estate you are dealing with NOW". So that person died this year and therefore receives £175,000, but their spouse, whose unused Residence Nil Rate Band I am seeking to transfer to them, died in 2019/20 Tax Year and was…
-
Car finance after deceased
my father sadly passed but he had a car solely in his name. We have informed the car finance company and provided them with a death certificate however they are wanting my mother to reply to an email to confirm her agreement to action a voluntary termination of the contract. It states for them to voluntarily terminate they…
-
Tax implications from removing my main residence from the Lifetime Property Trust
I have removed my main residence home from the Trust and according to Land Registry, it will be completed by the 28th of April. Will there be a CGT and others I have to pay from removing it from the Trust and will be under my sole name? I was one of the Trustees and the other is SWW Trust Corporation. Beneficiaries are my…
-
IHT on Gifts
I received a gift from my stepdad of £200k in April 2021. He passed away suddenly in February 2025. I know there was other gifts but unsure of the values etc. If I owe IHT when should I find out as I thought it was 6month after a death but it has been over 12 months
-
Inheritance tax (IHT) when you live in a property half owned by wife's children
When my wife and I got wills made out, we arranged it so when either of us died, ownership of that person's half share of our house went to their own adult children, though whichever of us remained could live there (or subsequent property) for as long as required. After that second death, on sale of the house, half its…
-
Changing the share of a property left in a will trust
Grateful for any insight. My parents owned their house as tenants in common and wrote wills 12 years ago that created a will trust on death and left each other a life interest in the other’s half and then the house would be left equally to their 3 children and 4 grandchildren. My dad has now passed away and mum has been in…
-
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…
-
C1 form completion help
I am looking for some help regarding the completion of the c1 form, I naively thought it would be more simple than it is. Page 1: All ok. Page 2: Box 1: How do you name the “Sheriffdom” for Glasgow? Box 2: I am the executor of my mother’s estate along with my sister, could anyone suggest wording for this section? If I am…
