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Where an executor of an estate is not in agreement with a co-executor’s decision but reluctantly agrees to proceed with it, will the reluctant executor still be jointly and severally liable for the decision? Is there anything they can do to protect their interests?

Joint and several liability of executors A testator may appoint a sole executor or alternatively two or more executors to act jointly. Probate will not be granted to more than four executors in respect of the same part of the deceased’s estate . As the question states, the authority of co-executors is joint and several, […]

Where a non-UK resident trust has incurred a UK IHT liability in 2022 which is to be settled by the beneficiary, do the trustees need to register with the Trust Registration Service?

This Q&A assumes that the trust in question is not a trust registered in the European Economic Area (EEA). Broadly, the non-UK trusts which are required to register under the Trust Registration Service (TRS) are: This Q&A assumes that only category a. is relevant to this query. As such, it is a ‘taxable relevant trust’ […]

If two parties co-own a freehold and one dies, can the sole surviving co-owner sell it’s share of the freehold while the deceased’s estate is going through probate?

This article will explore what happens to a freehold property when it is co-owned and one of the owners passes away. We are often asked what can be done in this situation, especially during the estate administration and probate application. For the purposes of this article, we assume that the title to the freehold is […]

Do I have to sell my home to pay for care? And how does the local authority work out the care home fees I should pay?

Do I have to sell my home to pay for care? Your ability to pay for care will be worked out through a means test. Your home will not be included if you receive care and support at home or if you go into a care home on a short-term or temporary basis. If you move into […]

If the donor under an Enduring Power of Attorney (EPA) loses mental capacity; are there any circumstances in which the attorney can continue to act on the donor’s behalf before the EPA is registered?

If the donor under an Enduring Power of Attorney (EPA) loses mental capacity, the EPA is not automatically revoked, as would be the case for an ordinary power of attorney. However, the attorney under an EPA is under a duty to register the EPA when the onset of mental incapacity begins. Once the application for […]

Are executors liable for a future potential claim against the estate?

The personal representatives (PRs) of an estate would be personally liable, up to the value of the estate, for liabilities incurred by the deceased person. Such liabilities would include contingent liabilities for which no claim has yet been made. The PRs may be able to protect themselves by publishing a notice which complies with section 27 of […]

My mother died without a Will and my brother is dealing with the estate and refusing to give me information. What rights do I have? 

For this Q&A, we have assumed that: It is assumed that the deceased died without a Will, in which case, a grant of letters of administration will need to be applied for. The Q&A does not specify whether the deceased left a surviving spouse or just surviving children. The order of priority for a grant […]