GUIDE CONTENTS
Practical matters to consider immediately after death. Security of property. Children and pets.
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Getting a medical certificate, registering the death, funerals, power of attorney.
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What's in a will. What to do if there is no will. Divorce and re-marriage.
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1D. WHO SHOULD ADMINISTER THE ESTATE?
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Executors or Administrators. Intestacy Provisions. Unmarried partners.
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Practical guide to finding and organising the documents you will need. Online accounts.
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The most common parties who need notification of death with template letters.
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4. WHICH HMRC FORM DO I USE?​
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Starting the financial paperwork. Which HMRC form to use. Nil rate bands.
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Detailed guidance on valuing the most common types of asset.
6. IHT FORMS, CALCULATION AND PAYMENT
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Links to the right form for you to complete. Executors bank account. Loans to pay any Inheritance Tax due.
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The probate process. Which forms to send where. Swearing the Oath.
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8. REALISING ASSETS AND PAYING DEBTS
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Template letter to asset holders. Taxation issues in probate. Medallion Guarantee Stamp for US Shares.
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Wills and legacies. Intestacy distributions.
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Who are they, what to do if they're missing or bankrupt.
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Finishing the process. HMRC powers.