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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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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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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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Are wills valid if stapled in top left corner?
I have a will written by WSL will writing (paid £150) I think back in 2020. I have been really happy with their service. However today since its free writing month i called a local solicitor recommended by the charities linked to the offer Chase Morgan Solicitors179A Dudley Road, Wolverhampton, WV2 3DR to ask if my…
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Where/when do we report income from estate between death and distribution?
My Dad died in Oct 25 and I'm dealing with his estate (Mum is executor but I am doing most of the admin and forms keeping her in the loop). He had a lot in S&S ISAs, a GIA, and some cash savings. (Plus main property and a holiday flat but they are jointly owned with Mum, and not rented out or anything). I have just sent…
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Free and Cheap Wills discussion area
This thread is to discuss the Free and Cheap Wills guide Just click reply to discuss
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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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Death in Service 18-25 Trust
I wonder if anyone could clarify this for me. My sister recently passed away and I am executor. Her will also appoints me as Trustee in respect of her estate with her 19 year old son inheriting a residual cash sum - I am the Trustee for that until he is aged 25 as per the Will. Thus as I understand it this creates an 18-25…
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Grant of probate
Hi, My dad recently passed away and my mum and dad set up a life interest trust on their will. We recently had a letter from the solicitors to me and my sister regarding costs, we have found out that we can get a grant of probate through gov online which is a lot cheaper. They have quoted over £3000 for this and land…
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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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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…
