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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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Query re probate application
I’m about to apply for probate as my mum just passed away. The house / title is in my late father’s name. He left house to mum. She then left house to me and my sisters. But title/house still in dad’s name. Am I about to encounter a problem before I start. ?
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Charitable Donations and Gifts out of Surplus Income (IHT)
Hi, I would like to ask for an opinion on the following – how charitable donations are treated when they are given in combination with gifts from surplus income. In the specific scenario I am asking about, the estate will be near the threshold for IHT. Regular monthly gifts are being given to the children, well documented,…
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Tax free allowance
Am one of two children- our father left everything to our Mum - bar tax free allowance! If a child wanted to claim this amount rather than carry it forward (relations are very rocky/almost non existent with Mother) where does one stand?
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Executors Savings account?
Does anyone know of or been able to open a savings account in executors names (2) to earn some interest before distribution to beneficiaries. TIA
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Income to the estate during admin period
I keep seeing posts here that all interest / income to the estate during the administration period is taxable with no personal allowance. Could someone please confirm ISA’s remain in the tax free wrapper for 3 years and 1 day or until executor cashes them in, whichever comes first, so do not need to be declared & no tax…
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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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Executer-dative
Does anyone know how long it is likely for the court to deal with this? Our solicitor was submitting it to the court 2 weeks ago and we have heard nothing back. We got a grant of probate for our other parent from the same court the week previously which took 3 days so I assume they are not overly busy.
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What will happen if I, as a beneficiary, refuse to sign Receipt and Release/Indemnity?
What will happen if I, as a beneficiary, refuse to sign Receipt and Release/Indemnity? I am happy to agree that I am satisfied with my quoted share of the Estate but as I’ve had little/no involvement with the deceased’s or Executors’ accounting, I don’t agree that I should need to indemnify if the accounts are wrong.
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Grant of Probate post problem
I was e-mailed by the Probate Office that my grant had been issued on the 2nd Jan but it still hasn't arrived. Somebody here posted that their grant arrived the next day. The post is dreadful in my road and we haven't had any for 10 days. Sometimes we wait 3 weeks or more. A house sale sitting on this and I am very…
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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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Completing IHT400 - my experience!
Well, after a sleepless night worrying about completing the form (and 8 supplementary forms!), I've spent the last 2 days on this and it's about done. Once I focused and stopped panicking, it wasn't so bad. Contrary to what it says on gov.uk, ''You cannot save a partly completed form so we suggest you gather all your…
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Rewrite a will
Me and my husband plan to rewrite our wills, basically mirror wills. So after first death, everything is left to the spouse. If the spouse is predeceased, everything goes to our niece as we have no children. Our property is joint tenant. I believe the surviving spouse can continue to live in the house. Is this a simple and…
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Proof of identity to Probate solicitor
I'm a beneficiary in a will and returned all the forms I was asked to by the probate solicitor involved. I've now been told that their online identity check does not fully confirm my identity. I'm surprised by this as I'm in my 70s, always lived in the UK, always had the same name, always been on the electoral roll, been…
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Premium bonds after bereavement
my dad passed away recently unfortunately my mum noticed my dad has quite a lot in premium bonds, which she now gets she just wants to cash them in so the money goes to her current account she is 100% computer illiterate and doesn't want to do nanything online can you do it over the phone instead and is it straightforward…
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Probate process question: beneficiary order and renouncing as executor
I’m an executor (along with my sister) of my late grandad’s estate. A firm of solicitors is also named as a professional executor. I haven’t seen the will yet as we’re still waiting for the death certificate, but the solicitors have sent draft probate forms which list the beneficiaries in the following order: -a church -a…
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Can I use a Downsizing Addition for IHT calculation - Gift of 50% House to Child
Hello Everyone, I have a question relating to filling out the IHT 400 and using the Downsizing Addition to maximize the RNRB and TRNRB available. Father and Son both lived in the property and it is the sons and was the fathers main and only residence. (50% ownership each, survivorship clause), with the sons 50% having been…
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Gifts out of regular income
I asked a previous question about 10k being gifted in the year of death to FIL granddaughters. I have used 3k exemption for 25/26 and 24/25. FIL has plenty of excess income to cover the other 4K. Would this be allowable to reduce the IHT charge on the 10k to zero? Thank you
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Grant of Confirmation
Hi, I’m trying to fill in the form for Grant of Confirmation for my dad’s estate (C1). I’m trying to do this on my own without a solicitor. I think I understand the main issues, it should be such a simple situation, but what exactly to put on the form is driving me crazy :mad:. Would be grateful if anyone could help.…
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Pensions problems
Hi, Not sure whether this should be under pensions or probate as it’s both kind of. My dad recently passed away and left me as executor. He left me a list of his assets in which was included a large pension with Aegon target plan which he had got through working for United utilities. My dad was under the impression it…
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Unacceptable Probate delays - not fit for purpose
I just thought that I would share my experience of obtaining probate and see if anyone else on the forum has had similar issue's. My brother passed away in December 2023 and as a named executor on his will, I applied for probate online in January 2024. I received a confirmation e-mail of my application and on my account it…
