How do I get money out of deceased bank account at Lloyds

If a person has passed away and had a bank account with Lloyds, the process for getting money out of their account will depend on whether or not they had a will. If the deceased had a will: The executor of the estate, as named in the will, will need to present a certified copy of the death certificate and […]

What is ‘tell us once’ when someone dies?

“Tell Us Once” is a service offered by the government in the United Kingdom that allows individuals to report a death to multiple government organizations at once, rather than having to notify each organization separately. The service is typically used by the next of kin or the executor of the deceased person’s estate. The organizations that can be notified through […]

Inheritance Tax threshold frozen until 2028

The chancellor’s autumn statement confirmed that the current Inheritance Tax threshold will be frozen until at least April 2028. This follows a previous announcement freezing it until April 2026. The two-year extension to the lower limit means that more families will be required to pay Inheritance Tax as more estates exceed the nil rate band of £325,000. Inheritance Tax levels […]

What happens if I do not apply for probate?

When a person dies, probate is the process of administering their estate by organising their assets, money and possessions and then distributing them as per the terms of a will or in line with the rules of intestacy. To be able to start probate, an executor (the person who takes legal responsibility for carrying out the instructions of a will) […]

Working With Charities In 2022

As part of our ongoing work within South Wales, Curtis Legal have been able to work with many charities doing great work in supporting individuals and communites. One of the charities which we have had the privlidge of working with and donating to are Cyfannol Women’s Aid. Cyfannol Women’s Aid provide a range of person-led and trauma-informed services to victims […]

Personal risks in being an executor

The executor to an estate has the job of winding up someone’s affairs after their death. It is a job that involves both responsibility and personal financial risk. After someone has died, their executor, named in their Will, has the role of administering their estate and ensuring that the beneficiaries receive everything to which they are entitled. It is important […]

When do banks ask for a Grant of Probate?

After a death, an estate executor or administrator is responsible for winding up the deceased’s affairs. This may include obtaining a Grant of Probate. We take a look at when banks will ask for a grant before releasing funds. In some situations, it is not necessary to obtain a Grant of Probate after someone dies. This includes when the deceased […]