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  • Home
  • First Steps
    • First Steps
    • Bereavement
    • Registering A Death
    • The Funeral
    • Wills And Intestacy
    • Executors And Administrators
    • Important Considerations
  • Practical Matters
    • Practical Matters
    • Getting Organised
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    • Debts Of The Estate
    • Utilities And Other Notifications
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    • Probate
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    • Post Probate
    • Variation Of The Will
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    • Liabilities Of The Estate
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    • Transferring Assets
    • Review The Position Of The Surviving Partner
    • Avoiding Care Home Fees
    • Investing The Monies
    • Winding Up The Estate
  • Free Templates
  • Definitions
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Uncategorized

To Protect Themselves Executors Should Ideally Maintain a Neutral Position, Ensure All Beneficiaries Are Treated Fairly and Consider Indemnity Insurance

To Protect Themselves Executors Should Ideally Maintain a Neutral Position, Ensure All Beneficiaries Are Treated…
Guy Everington
Guy EveringtonSeptember 11, 2019
Uncategorized

Can Executors Claim Expenses Against an Estate?

Can Executors Claim Expenses Against an Estate? When you become the executor of an estate,…
Guy Everington
Guy EveringtonJuly 2, 2019
Uncategorized

Changes in Probate charges introduced this month present a new issue for Executors

An executor is responsible for any outgoings connected with a deceased estate, including probate fees,…
Guy Everington
Guy EveringtonApril 8, 2019
Uncategorized

Executors can be held responsible for unpaid debts connected to a deceased estate

Executors can be held responsible for unpaid debts connected to a deceased estate Executors can…
Guy Everington
Guy EveringtonMarch 18, 2019
Uncategorized

HM Courts and Tribunals Service launches online probate service across England and Wales

The Courts Service is confident that their new online probate applications system will enable most executors,…
Guy Everington
Guy EveringtonJanuary 25, 2019
Uncategorized

Santander Fined £32.8 million for Holding Money from Bereaved Accounts

A chaotic probate and bereavement service at Santander bank, left beneficiaries out of pocket as…
Guy Everington
Guy EveringtonDecember 28, 2018
Uncategorized

Registration of Trusts

Executors need to be aware that, if a Trust arises out of a Will, where…
Roger Pratt
Roger PrattSeptember 4, 2018
Uncategorized

Section 27 Trustee Act Notices & DWP Claims

I am indebted to a recent item on the STEP (Society of Trust & Estate…
Roger Pratt
Roger PrattSeptember 4, 2018
Uncategorized

Transferring the Nil rate band – retention of key documents

TRANSFERRING THE NIL RATE BAND - Retaining documents on first death The provisions allowing any…
Roger Pratt
Roger PrattSeptember 4, 2018
Uncategorized

Executor bank accounts

A question recently asked was, do executors have to open deposit accounts for dealing with…
Roger Pratt
Roger PrattSeptember 4, 2018
NextPrevious »

MORE POSTS

  • To Protect Themselves Executors Should Ideally Maintain a Neutral Position, Ensure All Beneficiaries Are Treated Fairly and Consider Indemnity Insurance
  • Can Executors Claim Expenses Against an Estate?
  • Changes in Probate charges introduced this month present a new issue for Executors
  • Executors can be held responsible for unpaid debts connected to a deceased estate
  • HM Courts and Tribunals Service launches online probate service across England and Wales
  • Santander Fined £32.8 million for Holding Money from Bereaved Accounts
  • Registration of Trusts
  • Section 27 Trustee Act Notices & DWP Claims
  • Transferring the Nil rate band – retention of key documents
  • Executor bank accounts
  • Trustees should get expert advice
  • Revealing lifetime gifts to executors Primary tabs
  • Letters of wishes
  • Two executors – but only one wishes to obtain probate
  • Wills not properly administered
  • Reservation of Benefit
  • Register of wills
  • Help Your Family and Friends by Writing your Will
  • Will new Digital Probate Service expose Executors to more claims?
  • Complications with Online Probate Applications for Executors
  • Should parents choose their children as executors?
  • How can executors be protected against claims from unknown creditors?
  • Are Lay Executors Entitled to Financial Compensation?
  • What is the Executor’s Year
  • Can you reduce the Inheritance tax headache for beneficiaries?
  • Tips for end of life planning
  • Property pitfalls with Inheritance tax
  • No Time Limit on Maintenance Claims Poses Problems for Executors
  • To ensure your Estate is distributed properly talk to your Executor
  • Executors’ Mistakes – Why IHT can be a Minefield for Executors
  • Understanding the Role of the Executor
  • Home
  • First Steps
    • First Steps
    • Bereavement
    • Registering A Death
    • The Funeral
    • Wills And Intestacy
    • Executors And Administrators
    • Important Considerations
  • Practical Matters
    • Practical Matters
    • Getting Organised
    • Insurances
    • Investments
    • Debts Of The Estate
    • Utilities And Other Notifications
    • Pensions
    • Overseas Assets
    • Internet Accounts
  • Inheritance Tax
  • Probate
    • Probate
    • Valuation Of The Estate
    • Gifts With Reservation
    • Gifts Exempt From IHT
    • Applying For Probate
  • Post Probate
    • Post Probate
    • Variation Of The Will
    • Collecting In The Assets
    • Liabilities Of The Estate
    • Distribution Of The Estate
    • Transferring Assets
    • Review The Position Of The Surviving Partner
    • Avoiding Care Home Fees
    • Investing The Monies
    • Winding Up The Estate
  • Free Templates
  • Definitions
  • Blog

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