This part of the site provides legal information and documents relating to dealing with a person's property and financial affairs after their death, including obtaining probate (or, in Scotland, confirmation), managing the deceased's estate and inheritance tax implications.
Once probate has been granted, the executors or administrators of the estate can begin the process of distributing assets. This document can be used as part of this process by creating a receipt to be…
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Once probate has been granted, the executors or administrators of the estate can begin the process of distributing assets. This document can be used as part of this process by creating a receipt to be signed by the beneficiary of the gift, thereby providing you with evidence that you have fulfilled your obligations. This document will create up to six receipts - if there are more than six beneficiaries, you will need to use this document again until you have the required number. Please note that you can only use this document in relation to estates in England & Wales or Northern Ireland.
If you owned a share of joint property with another person who has passed away leaving you their share of the property in addition to your own, you can use this deed of variation to give this inherited…
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If you owned a share of joint property with another person who has passed away leaving you their share of the property in addition to your own, you can use this deed of variation to give this inherited share to another person. It may be that you have no need for the inheritance, but have some other family member or friend who could benefit from a share of the property. A redirection of the inheritance may also achieve savings in tax. Please note that this document can only be used in England, Wales and Northern Ireland.
If someone leaves you something in a will but you'd rather it was left to someone else, you can use this deed of variation to transfer it to them.
You can use it if you've been left:
If someone leaves you something in a will but you'd rather it was left to someone else, you can use this deed of variation to transfer it to them.
You can use it if you've been left:
a particular item (or items)
money
some or all of the deceased's residuary estate (i.e. whatever's left after any other gifts have been made).
You can transfer it to:
one or more people
one or more charities, political parties or other organisations; or
any combination of the above.
You can choose whether you want to transfer some or all of the gift (unless you've only been left one specific item).
You can also choose how you want the gift to be treated for the purposes of Inheritance Tax and/or Capital Gains Tax.
You'll need the names and addresses of all of the will's executors, all of whom will need to sign this deed.
Note: the deed of variation is for tax purposes only. If you want to use it to redirect land or buildings, you should get legal advice as there will be extra steps you'll need to take to transfer it into the names of the new owners.
This document can be used to vary a gift left to you via intestacy, that is the process where an estate is distributed when the deceased has not left a Will. This deed will allow you to give a gift you…
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This document can be used to vary a gift left to you via intestacy, that is the process where an estate is distributed when the deceased has not left a Will. This deed will allow you to give a gift you have received to one or more people. It is only suitable for redirecting one gift - you should create separate deeds for other gifts. Please note that this document can only be used in England, Wales and Northern Ireland.
When a person dies leaving behind an estate, which can include a house or a flat, as well as money, shares and personal possessions, you'll usually need to apply to the Probate Registry to get a Grant&…
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When a person dies leaving behind an estate, which can include a house or a flat, as well as money, shares and personal possessions, you'll usually need to apply to the Probate Registry to get a Grant of Representation before you can deal with the assets of the deceased's estate. This means that you can't, for example, sell their house or get money from bank accounts until a grant has been issued.
If an Inheritance Tax account/return is required, you'll need to complete this before completing this form, as certain of the figures will need to be copied from the tax account/return to this form. If an Inheritance Tax account/return is not required, you'll still need to include in this form certain values for the estate of the person who has died. You can get these by using HMRC's Inheritance Tax checker.
Use this product to apply for the grant. It includes forms PA1A and PA1P; it will select the correct form for you according to your circumstances. Note that you can only use this to make an application for a grant in England or Wales.
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use…
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When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of account from an annuity provider. It will also cancel any direct debits and close the account in the case of a credit card. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use…
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When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to write to a bank or building society to obtain information about the deceased's accounts. It will also cancel any direct debits. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use…
Read more
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of investments. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use…
Read more
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to determine the amount of any life insurance policy that the deceased had and also any other assets held within the company. It is appropriate for use for one or more policies held within the same life insurance company. You will need to enclose a copy of the death certificate with this letter. Please note that this document can only be used in England & Wales or Northern Ireland.
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use…
Read more
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of account from up to six of the deceased's loan or credit card companies. It will also cancel any direct debits and close the account in the case of a credit card. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use…
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When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to request the information you will need from the deceased's mortgage company. This letter will also instruct the mortgage company to cancel any direct debits. You will need to enclose a copy of the death certificate. Please note that this document can only be used in England & Wales or Northern Ireland. It is only suitable for use if the deceased held the mortgage in his or her sole name.
When applying for a grant of probate, the executor(s) named in a Will or administrator(s) must determine the value of the deceased's estate at the time of his/her death and, as part of this process, this…
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When applying for a grant of probate, the executor(s) named in a Will or administrator(s) must determine the value of the deceased's estate at the time of his/her death and, as part of this process, this letter can be used to obtain details of one or more pensions held within the same pension company. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use…
Read more
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of share holdings. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use…
Read more
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use this letter to obtain a final statement of account from the deceased's utility company or companies. It will also cancel any direct debits. Please note that you can only use this document in England & Wales or Northern Ireland and that you must also enclose a copy of the death certificate with this letter.
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use…
Read more
When applying for a grant of probate, the executor(s) named in a Will or the administrators must determine the value of the deceased's estate at the time of his/her death and, in this process, you can use these letters to obtain a final statement of account from the respective provider of a service as stated in the letter title provider. Please note that you can only use this documents in England & Wales and that you must also enclose a copy of the death certificate when using these letters.
When someone dies without a Will, his/her estate needs to be administered (that is the process of paying any debts, collecting assets and distributing them to those who are legally entitled). To…
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When someone dies without a Will, his/her estate needs to be administered (that is the process of paying any debts, collecting assets and distributing them to those who are legally entitled). To administer the estate, those who are entitled must apply for 'letters of administration'. If you are entitled to make such an application, but you do not wish to be involved in the administration of the estate, you can use this document to renounce this right. Note that by renouncing your right to a grant, you will NOT affect any entitlement you may have to benefit from the estate; you are merely declining to become involved in the administration. Please note that this document can only be used in England & Wales or Northern Ireland.
If you have been appointed an executor in a Will, and you do not want to act in this role, you can use this document to refuse your appointment. People often find, particularly after the death of a…
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If you have been appointed an executor in a Will, and you do not want to act in this role, you can use this document to refuse your appointment. People often find, particularly after the death of a friend or relative, that they have been appointed an executor of his or her Will. They may have been unaware of the appointment and may not wish to take on the responsibility. However, even if they were asked in advance whether they were prepared to act as an executor and agreed to do so, they have an opportunity to change their minds.
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