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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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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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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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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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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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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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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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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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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…
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Where to send Renunciation form PA15.
My wife and her sister are the only named executors in there recently deceased mothers will. The estate needs to go through probate as there is a property involved They both wish to withdraw from being executors and have completed forms PA15 but I am unable to establish where these are to be sent under the circumstances.…
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Can a beneficiary take out Indemnity Insurance?
Can a beneficiary take out Indemnity Insurance to protect themselves from having to repay any part of their inheritance should there be a further claim on the estate?
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C1 form completion help
I am looking for some help regarding the completion of the c1 form, I naively thought it would be more simple than it is. Page 1: All ok. Page 2: Box 1: How do you name the “Sheriffdom” for Glasgow? Box 2: I am the executor of my mother’s estate along with my sister, could anyone suggest wording for this section? If I am…
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Probate - IHT Threshold
Hi. First time applying for probate. In short my father who sadly passed was a sole owner of his house. Estate worth approx 380k that's mainly the house but includes car and nominal savings. The house has been left to direct descendants. Anyway. Probate are now requesting for more information because his estate is above…
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C1 Form completion advice
I am looking for help with completing the C1 form. My father passed away and we need a certificate of confirmation for a bank account and also for some shares. I have been dealing with the estate and will be applying for the confirmation. With paragraph 2 I was looking for an example of how best to word it. My Mum is…
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Advice on Inheritance Tax form IHT400
I need to complete Inheritance Tax for IHT400 because the estate does not qualify as excepted, however there will only be a small amount of tax to pay or perhaps none at all. If there is some Inhertance Tax to pay do you send them a cheque with the form? Or do you wait for HMRC to look at the figures and then send you a…
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Question on Will re IHT
Hi, I’m amending my Will with Which that I did back in 2016. I only intended on changing my executors around due to a death. They’ve sent me the form to edit but in the last 10yrs, they’ve said there’s some extra questions. I’ve been fine with them all except this one. Do you want the shares to be in your chosen…
