If someone close to you has died and you know you’re going to be an executor and trustee of their will, there are some immediate action items you need to contemplate and deal with quickly.
Check the house
Particularly if the person who has died was living by themselves you need to make sure the house […]
Posted on January 21st, 2010 by Stephen
Filed under: probate services | 1 Comment »
Is this really how we treat our elderly? We all know there’s two sides to every story, but you can’t but wonder in amazement when you read this story from the Daily Mail, today.
The 106-year-old evicted from care home in snow after court battle defeat
By Andy Dolan
With only an umbrella and a blanket to protect […]
Posted on January 14th, 2010 by Stephen
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The choice many executors are faced with is ‘can I complete the probate paperwork myself or do I need to turn it over to a professional?’
Firstly, you’ll need to have got a hold of these leaflets and forms from the probate service to see which apply to you and which jobs you don’t need to […]
Posted on December 17th, 2009 by Stephen
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Whatever advice we give about probate hinges on also informing you that no two estates are the same. While we can give guidelines as to what you need to do and when, to complete probate, there will always be many other different questions relating to the exact circumstances of your own probate situation.
One of the […]
Posted on October 15th, 2009 by Stephen
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After someone dies there is often the question of who actually owns the money in a joint bank account. This difficulty can make dealing with probate lengthy and uncomfortable.
If the joint holders of a bank account are husband-and-wife the money in the account automatically passes to the survivor. There is a presumption in law that […]
Posted on September 15th, 2009 by Stephen
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Here’s a tale that should send many tens of thousands of people looking to their Wills to check and see if they’ve nominated their solicitor to carry out their probate, after they pass on.
Auntie, who was 100 when she died, left a nice sized estate when she died over two years ago. The estate would […]
Posted on August 20th, 2009 by Stephen
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How we help our clients prepare
The Transferable nil rate band has been in practice for some time now but complications happen when the first spouse died many years ago. Helping the surviving spouse prepare certain documents will help to ensure the transferable nil rate band can be used on their own estate.
The transfer of an […]
Posted on April 15th, 2009 by Stephen
Filed under: probate services | 1 Comment »
Well actually, it isn’t the tax rate that’s increasing, but the allowance we all get before inheritance tax is due.
From the start of this new tax year (6th April 2009) the nil rate band (the amount you can have as a tax free allowance on your estate when you pass on) was increased from the […]
Posted on April 8th, 2009 by Stephen
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So now you know you need to appoint the right capable trustworthy people to be your executors/trustees, you’ll also appreciate the need to appoint someone or other people as replacements in case your first choice(s) can’t actually carry out the task at the time. They might be ill themselves or working on the other side […]
Posted on February 9th, 2009 by Stephen
Filed under: probate services | 2 Comments »
Our consultants realise that it’s difficult for clients to fully understand the role of an executor and/or trustee if they’ve never been in the position of either having carried out the work or knowing someone who has – because the people will have moaned all the way through about the difficulty of the task, especially […]
Posted on February 6th, 2009 by Stephen
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