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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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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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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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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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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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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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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…
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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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Lloyds Bank/Equiniti
Hi All, My Mum died back in 2021 in Scotland. Administration of the estate was done via a solicitor, and all wrapped up just over a year(!) later. However I've just received a letter from Lloyds Banking Group saying that a "payment" in has been made within the last 12 months. It's only for £4.63, but I'd rather get this…
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IHT435
I am finalising my paperwork for submission to HMRC. My mother died in 2002. My father died in December 2025. He did not remarry. His will leaves everything to my sister and I split 50/50. I am in the process of claiming a transfer of the Residential Nil Rate Band from my mother for my father's estate. Her estate was less…
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Jewellery valuation for probate – what’s actually required?
Hi all, Looking for some advice from anyone who’s been through probate. I’m helping administer an estate and need to value some jewellery. I’ve had two quotes: - Local jeweller: £75 for the first item, £59 per additional item - Auction house: £150 for the first hour, then £75/hour There are multiple items (mostly gold…
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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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Can the a person who has completed IVA be an Executor of a Will?
My sister, who has previously (with her husband, as both had to complete the IVA at the same time) gone through and completed an IVA process is also the Executor of my Mum's will. Recently there are some signs that she may be getting back into financial trouble, although this has not yet been confirmed. Can anything be…
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Probate: 99%/1% property
A property is split between a son and mother with a 99% / 1% split in the sons favour. The mother lives in the property and has rights to live there until she passes on. He is now deceased, with his will stipulating that his 99% is left to his daughter. Ideally it would be good to resolve this before the mother passes on,…
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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…
