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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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Moral issue
Hi I am an executor of a will that left all monies to four adult sons Unfortunately one son died just before the father . He has three sons Two with his first wife one is 19 one is 11 He was divorced and met a new partner who had a daughter aged 11 They lived as a couple but did not marry and had a son who is aged 1 now It…
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Executor-dative scotland
I have completed a template to petition the court for executor-dative my mum passed away with no will and estate is above £36k.any advice on how I have completed the template
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Determining end date for administration period - help needed...
I am in the midst of drafting a "informal arrangements" letter to HMRC for the tax due for a simple estate. I understand that the administration period started the day after my father passed away. However, I am struggling to work out what to specify as the end date of the administration period in the informal arrangements…
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Inheritance Forms
Good morning My friend recently passed away and im dealing with his estate, we are at the final distribution stage and already have probate, theres no tax to pay and the estate sits at £280k. We have kept records of everything, theres no debt so all really straight forward As we have a will and probate, are there any other…
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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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Excepted estate and IHT - Probate Registry query
Dad died recently leaving all his assets to mum, his widow. His finances were simple, assets just being a share of the house, shares and cash. No international complications, trusts or anything like that. The value of the estate is c£700k. I have read all the guidance multiple times and as far as I can see, this is an…
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CGT worries
Hi...me again. I've completed the IHT400 forms and waiting for my code for Probate. The estate is well under the iht threshold with various allowances. I used a zoopla estimate for the house, the highest of the 3 it gave me. I now know this isn't a good idea but my dad's house is over 3 hours away, I work and what with…
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Aviva Life Insurance Policy
Hi, I have been dealing with the estate (less than £100k in total with no property to sell) of an elderly family friend. I have successfully applied for probate, successfully claimed & closed 2 life insurance policies from Sun Life, and closed & received his money from his bank accounts. But having trouble claiming a small…
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Completing probate online
I have just sent FIL inheritance tax forms off and know I can’t apply for probate until I receive a code number from HMRC . Can I start the probate forms online and save them so that once I get the code I am all ready to apply. Thank you
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Free Wills Month (Life Interest Trust)
So Martin, we have great offers for standard wills but as society has evolved over recent years and the emegence of blended families, is there the appetite to do something specific for a life interest trust? My siuation is as follows and it's a little complicated: 3rd marriage - no clean break order from 2nd as she refused…
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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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C1 Confirmation in Scotland
I have completed the C1 document and the net estate is less than £300k and not liable for IHT. Q1. I have noted £8k of family cash gifts on the C1 in boxes 23, 24 and 25. (Boxes 9, 11, 15 plus inventory are all £8k less) Do I need to note an expanation / breakdown of the cash gifts on the C1 or any other document to…
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IHT409 and SIPP
My father died recently and I am completing form IHT400 as there will be some IHT due. He had a SIPP with Norwich Union. My understanding is that SIPP's remain outside the scope IHT until next year. However, I also thought that HMRC liked to check that the SIPP qualified. When I read the guidance notes on IHT400 at page 15…
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Letter of Administration for an old estate
I am asking this query on behalf of a friend. In brief, friend's mother died 22 years ago now. There is a potential civil claim that has emerged, and there is the possibility that friend's mother could be included in a group case in civil litigation. The solicitors representing my friend have stated that in the absence of…
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Discretionary Will trust - only asset a loan note
By way of background, my mother died in 2017 and left my sister’s share in a discretionary trust ,of which I am a trustee.Purpose of the trust was to safeguard the inheritance for my sister’s children or subsequent descendants after her second marriage. The trust is not registered and my question is whether it needs to be…
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Beneficiary problems
My mother is one of 10 relatives sharing the estate of their late cousin. She isn’t an executor but a beneficiary. She doesn’t know or have contact with the executors. Her cousin died over 4 years ago, leaving a will with a firm of solicitors. The solicitors are not local to my mum or her deceased cousin’s property. I…
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C1 Form - Gifts within 7 years & property details
Hi, I'm filling in the C1 form, as the IHT forms were not relevant (excepted estate). However, I'm not sure where to mention a gift made within 7 years. If I don't write it in the inventory, do I add it at the end of the inventory under 'total estate in Scotland' or do I just add it to box 11 'Gross value of estate'? Also,…
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Probate with Lifetime Trust - DIYable?
Sadly my mum passed away in November and my dad last week. They had mirror wills which left the surviving spouse a lifetime trust and my brother and I as both executors and beneficiaries. They had several properties which are being split between us. There's no other trusts or significant assets and no other…
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Deed of Variation help please.
As mentioned in previous threads, my father passed away in November and everything passed to my mother as his surviving spouse. The estate was excepted from an IHT/Probate perspective. The total estate value is close to £1M and if house prices increase over the next few years and my mother does not pass away, then it is…
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Executor – do I need to notify all charities about stopped direct debits?
I’m helping administer a relative’s estate (England) and would appreciate some guidance. The deceased had a number of regular charitable donations set up by standing order and direct debit. We’ve informed the banks, the accounts are frozen, and payments have stopped. There’s a valid will in place and no mention of…
