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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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Will I need to complete R185
I’ve been reading other threads about R185’s and beneficiaries being pushed over the tax threshold but I cannot find any instructions that show what income and when it must be put on a R185 form. Estate is ISA’s, a small interest account (less than £100 interest per year) sale of car and sale of house (sale in progress…
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Deed of Variation and form R185 to beneficiaries
Just wanting to get my head around the tax paid by the estate so I can pass on the relevant information to the beneficiaries. My two sons were due pecuniary legacies from their grandfather’s Will and received those. However I also used a Deed of Variation to divert some of my share as a residual beneficiary to my sons.…
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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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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…
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Shares after fathers death
hi guys/intelagencia After my dad’s passing I have a problem, We are still awaiting the cause of death through the coroners office but have a interim death certificate as he had a few quid even though he had a will and left all to me and my sister ( both get on fine and are happy to go halves) it seems like it needs to go…
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HMCTS incredibly slow service
I applied for a copy of a will for family history purposes on 1st Dec 25. The order page stated a 2-3 week turnaround but I expected it may take a little longer due to Christmas & New Year. As I hadn't recieved anything by 10th Jan, I contacted them and asked roughly how long it might take. Their response just said they…
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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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Income tax after death
Hi I've had a quick look but can't really find a definitive answer. My brother died in October '25 I completed the tell us once form and heard from HMRC that it would take approximately 8 weeks to sort the tax out. I've heard nothing, I would like to distribute the estate, should I contact HMRC to see if all tax is paid,…
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Paying for Wake and Funeral
We are dealing with my recently deceased uncles estate etc.. He has a substantial bank balance and the bank have already said that they release funds for the funeral/wake/ flowers. My question is how do I go about paying for the above? Do we need to pay first and claim it back or are the bank just billed direct? Sorry if…
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Verifying Old Sun Life of Canada Policy – FCA Warning Confusion
Hi all, I’m one of the executors for a recently deceased relative and before he passed he told us about two life insurance policies listed as “Sun Life of Canada” with policy numbers and an 0845 contact number. When I searched the number online, the first result was an FCA page warning about an “unauthorised firm” using…
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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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Executor question: paying estate expenses before probate when accounts are frozen?
Hi everyone, I’m an executor of a relative’s estate in England and we’re at the very early stages (death certificate received, no probate application submitted yet). The will names a firm of solicitors as professional executors alongside family, and we are currently deciding whether to instruct them to handle the full…
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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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Wills
If I die whilst unmarried, will everything automatically be left to my child, or do I need to make a will?
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Probate application - gross/net values clarification
Can I just clarify a point? When calculating the gross and net probate values as per How to work out the gross value for probate Work out the gross value of the estate for Inheritance Tax and then subtract the value of all of the following: - assets that were owned with someone else (‘joint assets’) and that are being…
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Opening a Separate Bank Account Before Probate – Executor Question
Hi all, I’m acting as one of the executors for my late grandfather’s estate and trying to get things set up properly from the start. Before probate is granted, is it possible (or sensible) to open a separate bank account purely to keep estate income and expenses separate from personal funds — even if it’s not a formal…
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Executor advice needed: Handling bonds and ISAs before probate is granted
Hi all, I’m acting as an executor for a relative’s estate and we’re currently gathering date-of-death valuations before applying for probate. The deceased held a couple of fixed-rate savings bonds and cash ISAs with a bank. The provider has asked whether we’d like to: Close them now and release the funds to the estate, or…
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US share holding on death - Etrade
I am the administrator of a fair number of shares which the deceased (a UK citizen, resided in the UK) received as part of her renumeration working for a US company. The US broker is Etrade. Etrade's website says that upon notification of death they will assign a case manager to guide executors through the process. No case…
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IHT Probate and excepted estates
I am hoping you can advise Mother passed away 2023 will left all to her husband. 300k house jointly owned and father also has 110k in normal bank account and 12k in shares. Gifts may be below allowances. We will have to go through 7 years statements and bank stubs to check. We had to use our Amazon for all needs and goods…
