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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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Father died with no will, mother died but cut me out
My father died in 2014 without a will. There was no discussion, my mother kept the house, assets etc. My mother then died 2 years ago and had made a will shortly before and cut me out. Watching Martin's programme last night, it seemed to hint that the lack of will of my father should have meant I inherited something? House…
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Probate application claiming no assets
posted in error then realised my mistatke.
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IHT form IHT403
Hi there, I am looking to keep a record of gifts to make it easier when I die and rather than doing my own excel spreadsheet, I thought I would use Page 7 of the IHT 403 form. I may be starting to become savvy on IHT but my IT skills are sadly lacking…. Is there a way to download the form (obtained from Gov.uk site)…
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Accessing bank funds and Cash ISA funds pre-probate.
I've just started acting as executor for a deceased relative who passed away recently. There will be an need to complete an IHT400, but it could take some time due to overseas property assets needing valuations etc..consequently I cannot yet apply for Grant of Probate. The deceased had savings spread around several…
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Elderly mother left nothing in her late husband's will, estate left to 4 children from past marriage
Recommended English Family Law Solicitors required to contest the will of my elderly mother's late husband who has left the entire estate to his children who are from a previous marriage ---------- My elderly mother in her 70s is the surviving spouse of her late husband (my step father) who died a few months ago. Under the…
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House Valuation for Probate
Hi everyone, We’re in the process of dealing with probate and need to complete the inheritance tax forms. I just wanted to check — does the property valuation need to be carried out by a specific type of surveyor (e.g. RICS-qualified), or is it acceptable to use written valuations from local estate agents? There’s no…
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Need advice as to any possible options available
I would welcome the opinions and advice regarding the situation I currently find myself in. My partner passed away at the end of January. We were not married, but were together for seven years. He lived with me at my house. He did not have a will (despite him asking me several times to take him to make a will). It was me…
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Inheritance Coming Through, Possibly £300,000.. Tax?
Hi. We have possible inheritance coming in, a mixture of savings, investments and a house sale. (Maybe around £300k) if house sells but vould be £280k etc. It will be going to a pensioner, and I am wondering what the deal is here, could this effect said pensioners state pension and housing benefit? To my knowledge the…
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Trying to execute an estate for the first time and geting myself into a state!
Apologies in advance this is going to be a long post but i feel like I'm on the verge of insanity. Dad died in December and I'm try to wrap my head around excuting the estate. Salient info: Dad and mum were married. Both had wills with an IPDT in that allowed the other to live in the house until death/care and a trust…
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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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Savings accounts for existing discretionary trust
Hi…. Looking to pick the brains of the wonderful MSE community. I am a trustee of a discretionary trust held with Metro Bank. We would like to move some of the trust fund to a savings account of some kind as there is little to no interest in the current bank account. I am looking for accounts which can be opened when a…
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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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Will Retrieval
Hi, My Father-in-Law passed away on Tuesday 17th Feb. He had a will prepared through Saga Legal Services. I understand that Saga legal Services have "merged" with Co-op legal services. However, I'm told the will "storage" is still managed by Saga. We are trying to retrieve the will, however no matter who we call, they…
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Administrator having sibling trouble
Hi my brother died last December witbout a will, im sorting everything out and have been granted probate and letter of administration, my sister (whom I'm keeping up to date with this) keeps texting me that her ex son in law ( an American lawyer) seems to be taking an interest, ive told my sister I'll provide all paperwork…
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Understanding Inheritance Calculation
I'd just like to be sure I am understanding the inheritance tax calculation correctly. If you are claiming the Residence Nil Rate band the threshold for IHT becomes £500,000. But lets say the total value of the estate including gifts is £510,000, of which IHT will be due on £10,000. Various gifts have been made from the…
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wills and trusts
Hello can I ask what people think of having a trust as part of a Will ? Is it a waste of time, what are the pros and cons
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Confirmation C1 form rejected - executor's name differs from the will
I'm executor of a will in Scotland. Edinburgh Sheriff Court have sent back my application for Confirmation giving this reason: "The executor's name differs from the will to the Form C1, please clarify within your declaration." The difference is that the will uses my first and last names only, but on form C1 I gave my full…
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Completing C1 form
I've been trying to sort out my late father's estate now for months but having problems submitting the C1 form to the local sheriff Court. Its a large estate but it only has 2 bank accounts, no property or shares. I'm the only person named in the will so how difficult can this process be? I've looked at as many examples as…
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Wills help please
Hi there. Me and my husband have 2 children and we don’t have a will yet (no judgement please). I want to do this as soon as I can. Unfortunately, with things like this, I have a husband that leaves it all to me. Can anything give advice on an easy way to do one please? I did get a code through work to get a free one from…
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Impact of Pension Credit Assessed Income Period at death?
Dealing with confusing info while handling my mother's estate. Does anyone here have first-hand experience of dealing with an estate of someone who received benefits? She had an AIP for Pension Credit (indefinite period I think) when she died, and so hadn't been required to report savings information unless it meant the…
