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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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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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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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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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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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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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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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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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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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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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Delete
Deleted thread thanks
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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…
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Excessive time for Probate
My MIL made a firm of solicitors joint executors in her will to save us stress. Sadly this did not work out. These solicitors have been very poor and we are still in probate 4 years in. As they are charging a fixed fee we have continued with them albeit having to do quite a lot ourselves. A lot of money is coming out of…
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letters of administration - no response after 12 weeks
I have attempted to check progress online but all links seem to take me back to my original application! How can I get to any report on progress? I have now phoned the service and been told that my application has been passed to a specialist team. No indication on why or how long I will have to wait. It is now 13 weeks!…
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Gifting when under IHT
I've been reading to lots about the IHT and the gifting rules and listened to Martin's podcast and TV show about it. I understand the IHT thresholds including when one's IHT is passed to their spouse. I understand the rules about gifting money in relation to the £3k and £250 amounts and any larger sums of money you would…
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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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Life interest trust
Hi, I’m asking for some advice, we recently lost our dad and my mum and dad set up a life interest trust will about 3 years ago for me and my sister. We had a letter from the solicitors saying we need to pay’s costs of around 3,000 which includes fees, grant of probates, land registry etc. But we don’t have the money for…
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Additional assets found after letters of administration granted...
I received Letters of Administration based on a sum of money. I have now come across another bank account which would increase the estate value by around 20% (to c £60k), do I need to do re-apply?
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Will / trust
My dad has recently passed away and I am confused about the will. Mum and dad had mirror wills. They were tenants in common. Mum died in 2018 and left her share of the home in trust for 3 daughters (all over 18 / left home) with dad having a life interest to remain living in the property. Her residuary estate passed to…
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New probate query
Hi, i’ll try to make it this quick and clear. Need help with how to proceed please Dad passed away November last year married my mum, a week before passing did not have a will. Owned a leasehold property outright which we’ve had valued by three different estate agents all advising £300k, £325-£350k and £350k. We do not…
