We were called by a past client for the fifth time. His mother-in-law had died at Christmas in a care home. The children had recently sold their parents’ house to pay for the care fees. Unfortunately, she had died after only a few weeks at her new home. In this probate case study, probate was required as the proceeds from the house sale had resulted in large amounts of money being spread around several institutions in order to maximise the income available.
The estate consisted of the following assets: –
Our client had referred 4 previous estates to us over the years and so he knew exactly how we would work and he called his usual administrator directly to engage us once again. Although there were large amounts of money involved, we were able to use her late husband’s IHT allowance in addition to her own as he had left everything to her in his will. This meant that there was no IHT to pay.
Our fee covered the following aspects: –
Once again we provided feedback to our client’s wife and the same administrator was able to finalise the administration in a short space of time.
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