https://insidehmcts.blog.gov.uk/applying-for-probate-top-tips-tools-and-what-to-expect-podcast-transcript/
Applying for Probate: Top Tips, Tools and What to Expect - podcast transcript
[English] - [Cymraeg]
Aaron Wilson:
Hello and welcome to the latest episode of Inside HMCTS with me Aaron Wilson. In today's episode, we're looking at a service that will likely touch everyone at some point in their lives, and that's probate. Losing someone you care about is always a difficult time, and our team here at HMCTS will do everything possible to support users through the process of applying for probate, when that time comes.
Now I'm delighted to say that I'm joined by two experts in that field today, and that is Arjan and Nigel, both have a ton of experience when it comes to this process. Welcome to you both and thank you for coming on to the podcast. If I can start with you, Arjan, would you mind introducing yourself and telling us a little bit about what you do here?
Arjan Sehjal:
Absolutely. My name is Arjan, and for the past two years I was working as a support officer in probate, so I was very much on the ground level. I was the person answering the phone, talking to customers who had queries about their applications and was a grant to probate examiner myself. So, we'd look at these cases, examine them, stop them if required and most importantly, with that outcome that we were wanting, for issuing grants of probate when all was ready to do so.
Since October of last year, so for the past just over four months, I've actually been promoted to a team leader. So, I'm now I'm taking on a bit more of a managerial role, as a temporary sort of a paradigm and managing a team who are now in my shoes. So, I'm very much enjoying that sort of a sort of extended duty moment.
Aaron Wilson:
Lovely. Thank you. Welcome to the podcast. And, Nigel, I'll come to you now. Would you mind doing a short introduction of yourself and your role here at HMCTS.
Nigel Wilson:
Yeah, sure. My name is Nigel. I've been a HMCTS for five years now. My role is a support officer. I actually answer the phone, take calls, issue grants, and also deal with technical applications that needs issuing.
I also work along in coaching, helping to develop staff as well. I'm also here to actually make sure that all the grants are issued, correctly and on time as well.
Aaron Wilson:
Lovely. Thank you. I mean, I said this obviously when we were chatting before, and I'm a bit of a novice to the private system, so please forgive me if I misspeak or ask a question that's probably quite obvious, but Arjan if I can come to you first, could you talk us through the process for applying for probate?
Is it quite an easy process to follow?
Arjan Sehjal:
Well, people who apply for probate are people who are suffering from a bereavement or, quite often, people who have lost someone they know. And if they're making an application for probate, then they are either the executor of a will so they were appointed in that role to be the person who would manage and help to manage an estate and administer it once that person passed away, or if that person did leave a will then they are very usually what we call the administrator. So, they're the first person who would be in line to inherit that estate. So already when you're applying for probate, you know you're already grappling with the loss.
Is it an easy process? Certainly it can be and it very largely depends on the circumstances in which that person passed away. So, what sort of state they left their estate in, you know, whether it was or fairly, you know, was it all kind of left in disparate parts all over the place, or did they kind of, you know, organise and have the plans in place and how valid their will might be, and we talk about validity of a will in terms of how it's executed.
So there are a couple of different facets that will determine how easy your journey will be once you apply for probate, but certainly on a, on an official basis and in terms of once you actually get your boots on the ground and start the application, it very much can be a simple process. It's logistically, it's just a matter of jumping onto the portal if you're applying online and there's a five stage process, so you know, you're running through each individual section, completing each one before you get to the last one.
Your last section is payment and once you've paid for grants of probate your case is under way and it's in our hands to examine.
Aaron Wilson:
And if I'm, touch wood I don’t have to do this for a while, but, if I'm going through the probate service. What is the procedure? So, if I'm on the internet, I'm searching up probate, what happens then after I find the page?
Arjan Sehjal:
So you are, an executor of a will. You know that you have to make an application for probate that's already been, you know, you've spoken to the people who are the asset holders, the bank, etc. and they've said to you, we won't release these amount of funds, we won't let you administer this estate until you show us a grant of probate.
Now, you know, you need a grant, a probate. So you, as you said, you jump onto an internet browser like Google. You’ve typed in, ‘apply for probate’ and you're away and the very first page is usually what you want on the on the GOV website. And there's a green box that says ‘start now’. Once you click start now, it will ask you a few preliminary questions just to make sure you've got everything you need to apply, such as a death certificate, things like that you know the basic information, they have to spell the person's name and have all the dates and have registered their death, etc.
Once you've got all that, you make an account on the GOV website so you know you'll need to log in and you'll have an ongoing application that you'll make, and then that you start that five stage process that I talk about.
So, you know, section one being details about yourself, so we know we would need your name, your address, etc. Section two would be details about the person who's passed away, the deceased, and then information about their estate. We ask if you want any additional copies which informs payment. And the very last thing you have to do if you're applying online is payment.
Once you've paid for your application for probate, automatically your application is underway. You get a 16 digit case reference number, so you know, you have a valid ongoing case and you're prompted with an email to then post that will because we do need the original will, even if you apply for probate, you need to do some posting.
You'll given a prompt to post it the original will and any other supporting documents that might be required. And then, even though we've got your case at that point, once you’ve paid, we can't actually do anything with the case until you've sent your wills. So, it is a bit of a two-step process, you do the online stuff and then you post any documents that you need after you, you know, you've done the online stuff.
And then once we've got the documents you can then sort of sit back, the ball is in our court. We will then process your application with the documents you've given us.
And the very last thing I'll say is it does need to be done in that order. People who post us things without having done the online stuff first, those things could go awry because we don't have a case in place to allocate those documents to.
So as long as you're doing things in the systematic order that, you know, we ask for them in and you should be okay.
Aaron Wilson:
Lovely. Thank you. And, Nigel, am I right in thinking that you can still apply for probate using a paper form? What's the process for that?
Nigel Wilson:
In terms of applying for, for probate there's two processes that you can actually do. You can actually apply online and you can actually apply by completing a paper form, if there's a will, the forms PA1P, if there's no will, the forms PA1A. If you do apply by actually, applying by actually completing a form, obviously you need to post a form to us the address is actually, on the form.
The forms pretty basic. Forms can ask for your details. And it's going to actually ask for the deceased details as well. It's going to ask for your name, your address, if you've got, for example, you might have an email address as well. You can just fill out the form basically and send it off to us. Once we get the form we can process your application as well.
Aaron Wilson:
And this might be a bit of a stupid question, but where would I find the form if I was looking for a paper form?
Nigel Wilson:
Okay, yeah, the form is actually available on our website, GOV.UK if you just search probate in the search bar, you can actually download and print the form.
We've actually got the facilities as well to actually post the format to you directly as well. You can actually telephone us and we could post the form out.
We've also got webchat facilities as well. You can pop onto our webchat, just request that you need, the form. I would say once you actually request the form, make sure that you actually request the appropriate form. If there's a will, the form that we need is PA1P. If there's no will that means that the person died in intestate. We need the probate form PA1A.
I'd encourage, applicants to apply digitally. Digitally, it's a more effective way, of applying for probate and, on our website once you apply digitally, you will be signposted, to the various steps, that's needed. It's quicker and it's more efficient way of applying for probate as well, yeah.
Aaron Wilson:
I'm going to open the floor up to you both for this one, obviously you’ve both got a lot of experience in this area and I think hearing from you guys is probably the best thing for listeners. But obviously, there are some common mistakes that people make when applying for probate. What can they do to avoid this? What are your top tips when applying?
Nigel Wilson:
One of the major mistakes, when applying for probate, is not sending the original will, when there's a will, or if there's a will, because we do need the original will. There’s quite a few occasions where the solicitors actually keep the will. Obviously, there's a lot of people that keep, they give the solicitor the will just for safekeeping.
Now, when the executor in the will goes to the solicitor, the solicitor tend to give them a copy of the will. So I'd say always prompt the solicitor that you need the original will and not the copy. There are occasions actually where the where the will can be lost. For example, the will could have been lost by the executor. So I'd say as well, if the will’s lost, you are going to make an application for probate, where there's a will you'd need to submit, what we call a lost will questionnaire probate form PA13. Once we get the probate form PA13, you need to send it with your probate form PA1P and just confirm that the will has been lost.
Obviously, as Arjan was saying as well, there are a lot of, applications that we've actually come across with IHT figures that’s not been declared. The best thing to actually do is check with HMRC, just to make sure if there's any inheritance tax that needs paying. You know, once you've checked with HMRC, they'll actually confirm, if you need to, to submit any inheritance tax form or you can actually just go straight online, on our website, apply for probate, and declare the IHT figures that you will get from HMRC.
Now, the figures with HMRC, you'll get these figures by actually completing or using they call it an IHT tool checker and that's available at HMRC’s website. The figures should be actually declared by using that checker. It's IHT calculator and the figures that they'll actually get they can actually forward the figures and submit it on the probate application.
Those are the major things. And when it comes to them, applying for probate things that's missing, for example, if the executor if they, you know, in bereavement is a very emotional time as well. The, the executor can actually appoint someone to act as their attorney as well. Again, we would need, probate form PA11. That's a power of attorney form. If you could send that form as well, along with the, probate form PA1P, if there's a will, we’ll marry the two forms together.
Arjan Sehjal:
And if I could chime in as well. It actually, to follow on from what Nigel was saying, it's always about giving us as much information as you might think that we need, and sometimes more. So, an example I think of is executors being missing from the application. And I've, I’ve given the example before when there are multiple people named as executors in a will it's very often the case where, someone is applying for probate, someone who's passed away and someone else who is named as an executor has also died. And because you're doing probate and you're thinking, it's all about people who aren't with us anymore and you don't think to tell us the day that the reason they aren't applying is because they’ve passed away.
So very often, if we come across a case where, an executor is not accounted for in an application, no one's told us why they're not on the application, we would have to stop and ask “where is this executor?” Well, it's a very simple matter of letting us know every single executor why they aren't applying if they are indeed appointed in the will.
So if you are going to send in an application for probate on the off chance that you don't need it for any kind of estate purposes, you just need it as a court document then we need to know that that's the reason and that's why there are no figures on the estate. I go back to my point about IHT, as I say, it's always helpful if you get your ducks in a row on the inheritance tax side of things first. If you know you have to fill out a tax form, do that in the immediate because if there's tax to pay, you will be given, by HMRC, something called a unique probate code in a letter.
And if you have that unique probate code letter, it's just a simple matter of giving us the code in your application. And then we don't ask any questions about IHT because we already know: “oh, they've done their homework, they've gone to HMRC, they've got their letter” and there's nothing more for us to ask. So yeah, that's just a bit more of a point of what Nigel was saying there.
Aaron Wilson:
Could you just explain, I suppose, taking this back to basics, could you explain the executors and how they interact and how many can you have, in a will? And then when it comes to actually applying for probably by how many people can apply?
Nigel Wilson:
Right. In terms of the executors, you can have as many executors as you want in the will. It's not a problem. However, only four executors are actually allowed to apply for probate. The executors that’ve applied for probate their names will also be printed on the grant as well.
Aaron Wilson:
And for those, I mean, I think this is probably for people listening to this who aren't in probate or for those going through this, and there's a lot of technical legal terms in there, what is an executor, just to take this completely back to basics?
Arjan Sehjal:
So the role of an executor is someone who is appointed to administer the estate. So it is their job to represent the wishes of the intestate to the deceased person, as they're going ahead and making sure that the estate is divvied up and dispensed with accordingly with the wishes and the will.
Nigel Wilson:
If an executor decides that day, you know, at this point they're not ready to apply for a grant of probate. They can have what we call power reserved, so they can reserve power to act at a later date. Yeah, but as Arjan was saying, and the court must be given, for each executors, some executor might decide to renounce some might need to act, but once they renounce that mean, they then leave the application to the balance of the executors, then to apply for a grant of probate. If they have power reserved they can actually apply at a later date. But at this point, because of having power reserved that would allow the other executors to act on their behalf as well.
The beneficiaries that are named in the will now, at this point, because there is executors, they couldn't really apply at this point. They'd have to leave it to the executors named in the will, to apply if, for example, the executors named in the will, if they're now deceased, all of them, then the beneficiaries then could actually, apply for a grant of probate.
They wouldn't be able to apply, online. They'd have to complete again probate form PA1P and actually send in the original will as well. On the form as well, we would actually ask why, for example, isn't say Joe Bloggs about named on the application. They'd have to give an account on the form that Joe Bloggs, for example, is now is either renounced or is now deceased.
Sorry for using the pun Joe Bloggs.
Aaron Wilson:
I'm sure Joe Bloggs won’t mind!
Arjan I just want to come back to something you said before, sort of around the documents you need to send when applying for probate. What should people do if they don't have those documents? Can they still can they apply for probate, or is that is that sort of a stopping blocker to the system?
Arjan Sehjal:
Well, it very much depends on what the documents are, so there are certain things where if we require them, we require them and we will insist on them. But the most standard applications for a grant of probate and, you know, nowadays even sending us a death certificate, if all of the details are already on, you know, registered with the issued death certificates even a death certificate isn't really required. You know, unless it's a foreign death certificate, for example. So there are some cases where we just need the will and that's all. But then there are going to be circumstances where and this is where people's individual circumstances do mean a whole lot. Let's say, you know, you're an executor alongside somebody else, but that other person doesn't want to apply for a probate.
You know, you're the only person who wants to kind of take part in the application to be named on the ground. So, very often that person will renounce probate. Basically saying, “I want to kind of surrender my responsibility to be an executor. It's not something I've feel able to do, etc.” so, they have to then offer a renunciation for that, which is an official sort of document which has to be signed by that person, signed by a witness and we do need that original renunciation form with the wet signatures of the renouncing executor and the witness. So, but certainly if that's something that you didn't know at the time and you just send us the will, by itself, we would send you an email asking for, “we know there's this executor, you said they want to renounce, can we have a renunciation form?”
And we'd give you the name of the form that you need there, so if it's the PA15, there's a will, and we'd instruct you where to send it. You know, we'd ask you to post it to us, and we would advise you that we do need the original as well. So if you would send us a copy again, we'd have to ask the original.
So it does largely depend. You know, there used to be the case when people passed away prior to 2021. We would need a tax form of some kind. So even if there might be no inheritance tax to pay on the estate because it was all accepted, it was all going to a spouse or it fell under the exemption, we would still need a tax form of some kind. It was called the IHT205 form.
Since 2022 with a lot of these cases where there is no tax to pay the estate is accepted if even a taxable visit required, you simply, you give us the figures in your application for the estate value.
We might do a couple checks on our end as we were examining the case, and if we see all is hunky dory, we will go ahead and issue that grant without needing to see a tax form, without any involvement from HMRC.
Aaron Wilson:
There's obviously been a huge amount of work within probate to sort of get tight waiting times down for applications to come back. I think obviously you mentioned earlier about an average application taking 12 weeks. Can it be quicker than this? What's the sort of the current state of play?
Nigel Wilson:
If you look at our data now, most applications, most grants have been issued within, you know, within a five week I'm frame as well. You know, we've published recent data which shows, the probate organization, we've gone through an overhaul really, there's been a lot of changes and it's efficient now. You know, looking about five weeks for the average time for grant of probate to be granted.
We do state, 12 weeks, just in case we need additional information. But, you know, as the data can show now, it's five weeks. That's the average time that we're looking at the moment as well yeah.
Arjan Sehjal:
We always say, the more times we have to stop a case to ask for information. So in essence, the more erroneous an application is when it's first made, the longer it will take for the grant to be issued, because the more work we have to do on it. And the cases that we love getting are the ones where, all the information has been given upfront and everything has been done in a thorough manner.
It's those sorts of cases we examine once everything's, as I say, hunky dory and we can issue the grant. Once granted, once your application has been approved, you'll receive an automatic, generated email informing you of that, telling you the process is now finished and you're granted probate is on its way to you, in the post, and you get the court sealed documents delivered to in the post.
Aaron Wilson:
And if people want to keep track of their application, how can they do that online?
Arjan Sehjal:
Well, they can check using the, the application portal so they can check for when the state over case has changed. So that means that an examiner has gone in and done something to it. And of course, as well, when we need to send requests for information, that will be emailed directly to the applicant. So that's that kind of first-hand insight into what's going on with the cases is what we kind of tell them directly.
Aaron Wilson:
Well I mean, this would be obviously be a great thing if everyone had access to you like I've got today to ask you all these questions. But if people do have questions about their application, what should they do and where should they go to Nigel?
Nigel Wilson:
If they've got questions regarding their application, they can actually send us an email in actually, just requesting additional details. We've got a webchat facility going as well. They can actually join our webchat facility. Ask us any question and we'll actually relay what's needed.
Now, sometimes, we might need additional information. We've introduced recently a facility that we call Citizens’ Hub where they can actually log on through their application. And they can provide the necessary information.
Sometimes we need the original documents, for example, the original will they have to get that posted and sent out to us as well. And they can contact us by phone as well.
Arjan Sehjal:
Phone lines are open from 9am to 1pm on Monday to Friday and once you ring us through there, you will get through to support officer, much like Nigel, or someone on my team. And they will be more than happy to answer your questions and take you through, you know what you think your case might need?
We do ask that the people who phone us are the applicants for probate who are on the case. If you're holding power reserved on an application, you can talk to us on the phone. And indeed if you’re a solicitor, of representing someone or an attorney representing someone you can talk to on the phone as well.
If you're a third party, so if you have a friend who's making an application for probate and they need some help with it, we can't talk to you. We need to talk to them. If it's a sibling or a family member or whatever, we need to talk to the applicant themselves.
However, if the applicant isn't keen on talking to us, but you know you're more confident doing so if you phone us in they’re in the room, we will ask them to go through some security questions and to verbally authorise you and then we're more than happy to speak to you as well. It does just mean that they have to be there to answer the security questions and that's the bit that has to happen every single time that you want to talk to us.
So where possible, we always ask for an applicant or someone holding power reserved on a case to be the ones to make the phone call.
Aaron Wilson:
Oh yeah, I just want to say thank you so much to, obviously, both of you, for coming on and chatting through and I said at the start, obviously I hoped I'd learn something new from today and I definitely can say I know a lot more about applying for probate now, which I think is something that, you know, something we get a lot of queries about online and that's really helpful to know all those inside tips as well.
But, really we've been trying to sort of finish these podcasts with, with a sort of a one liner from the people that we have on and really, I guess, what I want to ask you guys is: if you could give one piece of advice to someone who is going through probate, what would it be to make their journey a little bit smoother? And I’ll start with you Arjan and I’ll come to you first.
Arjan Sehjal:
Gosh, one line to make their journey smoother or their grant at probate? I suppose I would say don't rush it. You know, take your time and read through the questions carefully. And indeed, with a PA1P from there are notes on the question on a PA1P sort of prompting you what we're looking for. Don't rush to get it over the line because you think I want it in by Christmas, or, you know, this I will do before this person's mortgage runs out and I want him to buy the property.
An application for probate, it's best done once you've considered, because when you're sending us things, you're making a declaration to the court saying that this is true to the best of my knowledge. So it's always best to sort of consider what information you're giving us, and making sure you cover as many bases as you can, so we've spoken about unaccounted executors. We spoke about if we suspect there's going to be IHT to pay, we will act, we will ask you to go down that line.
So cover as many bases as you can and yeah, that would be my, my sort of thing would be take your time with it and it's best done correctly and best done once.
Aaron Wilson:
Brilliant. And how about you, Nigel? What would you say?
Nigel Wilson:
I’d say to anyone that's applying for probate, that we're here to support you from the moment that you actually apply for probate, we will look at the application. I'd say there are many occasions where the grant is issued, before 12 weeks, as well.
Aaron Wilson:
Well unfortunately, that's all we've got time for today and a huge, huge thanks to Arjan and Nigel for coming on to talk to us about applying for probate and sharing some inside knowledge on the best ways to do so.
Hopefully this has been an insightful episode for you all and like me, you've learned something new.
If you are needing to apply for probate or in the process of applying and do have a question, please do feel free to contact our probate helpline or our webchat or failing all else, send us a message on our social media channels.
We'll be back for another podcast in June, but for now, from all of us here at HMCTS, goodbye and take care.
[English] - [Cymraeg]
Aaron Wilson:
Helo a chroeso i bennod arall o Inside HMCTS gyda fi, Aaron Wilson. Yn y bennod heddiw, rydym yn edrych ar wasanaeth sy’n debyg o gyffwrdd pawb ar ryw adeg yn eu bywydau, sef profiant. Mae colli rhywun agos atoch bob amser yn gyfnod anodd, a bydd ein tîm yma yn GLlTEF yn gwneud popeth posibl i gefnogi defnyddwyr drwy’r broses o wneud cais am brofiant, pan ddaw’r adeg honno.
Nawr rwy’n falch o ddweud bod dau arbenigwr yn y maes hwnnw yn ymuno â mi heddiw, sef Arjan a Nigel, mae gan y ddau lwyth o brofiad pan mae’n dod i’r broses hon. Croeso i chi eich dau a diolch am ymuno â’r podlediad hwn. Os gallaf ddechrau gyda chi Arjan, allwch chi gyflwyno eich hun a dweud ychydig wrthym am yr hyn rydych yn ei wneud yma?
Arjan Sehjal:
Wrth gwrs. Fy enw yw Arjan, ac am y ddwy flynedd diwethaf bum yn gweithio fel swyddog cymorth profiant, felly roeddwn yn gweithio mewn maes eang. Fi oedd yr un oedd yn ateb y ffôn, siarad gyda chwsmeriaid oedd ag ymholiadau am eu ceisiadau ac yn archwiliwr grant profiant fy hun. Felly, byddem yn edrych ar yr achosion hyn, eu harchwilio, eu hatal os oes angen ac yn bwysicach na dim, gyda’r canlyniad yr oeddem eisiau, i gyflwyno grant profiant pan oedd popeth yn iawn i wneud hynny.
Ers mis Hydref y llynedd, felly ers yr ychydig dros pedwar mis diwethaf, rwyf wedi cael dyrchafiad i fod yn arweinydd tîm. Felly, rwyf bellach mewn ychydig mwy o rôl rheoli, fel rhyw fath o batrwm dros dro ac yn rheoli tîm sydd bellach yn fy esgidiau i. Felly, rwy’n mwynhau’r math yna o foment dyletswydd estynedig.
Aaron Wilson:
Hyfryd. Diolch yn fawr. Croeso i’r podlediad. A Nigel, wnai ddod atoch chi rwan. Allwch chi sôn ychydig amdanoch eich hun a’ch rôl yma yn GLlTEF.
Nigel Wilson:
Gallaf siŵr. Nigel ydw i. Rwyf wedi bod yn GLlTEF ers pum mlynedd erbyn hyn. Fy rôl yw swyddog cymorth. Mewn gwirionedd rwy’n ateb y ffôn, derbyn galwadau, cyflwyno grantiau a hefyd yn delio gyda cheisiadau technegol sydd angen eu cyflwyno.
Rwyf hefyd yn gweithio o fewn hyfforddiant, yn helpu i ddatblygu staff hefyd. Rwyf hefyd yma i wneud yn siŵr bod yr holl grantiau yn cael eu cyflwyno, yn gywir ac ar amser hefyd.
Aaron Wilson:
Hyfryd. Diolch yn fawr. Dywedais hyn pan oedden ni’n sgwrsio ynghynt, ac rwy’n eithaf newydd i’r system brofiant, felly maddeuwch i mi os ydw i’n camsiarad neu’n gofyn cwestiwn sydd mae’n debyg yn eithaf amlwg, ond Arjan os gallaf ddod atoch chi i ddechrau, allwch chi fynd â ni drwy’r broses o geisio am brofiant?
Mae’n broses eithaf hawdd i’w dilyn.
Arjan Sehjal:
Wel, mae pobl sy’n gwneud cais am brofiant yn bobl sydd wedi dioddef profedigaeth, neu’n aml iawn, pobl sydd wedi colli rhywun maent yn ei adnabod. Ac os ydynt yn gwneud cais am brofiant, yna maent naill ai’n ysgutor ewyllys felly roeddent wedi eu penodi yn y swydd honno i fod yr unigolyn a fyddai’n rheoli ac yn helpu i reoli ystad ac yn ei weinyddu ar ôl i’r unigolyn hwnnw farw, neu os oedd yr unigolyn hwnnw wedi gadael ewyllys yna maent fel arfer yr hyn yr ydym yn ei alw y gweinyddwr. Felly, nhw yw’r person cyntaf a fyddai yn etifeddu’r ystad honno. Felly, yn barod, pan rydych yn gwneud cais am brofiant, rydych yn gwybod yn barod eich bod yn delio gyda’r golled.
Ydy hi’n broses hawdd? Yn sicr mae’n gallu bod ac mae’n dibynnu’n fawr iawn ar yr amgylchiadau y bu i’r unigolyn hwnnw farw. Felly, pa fath o gyflwr wnaethant adael eu hystad ynddo, pa un a oedd yn weddol, neu rydych yn gwybod, oedd y cyfan wedi’i adael dros bob man, neu wnaethon nhw, rydych yn gwybod, drefnu a chael y cynlluniau yn eu lle a pha mor ddilys fyddai eu hewyllys, ac rydym yn siarad am ddilysrwydd ewyllys o ran sut mae wedi cael ei gweithredu.
Felly, mae yna ambell agwedd wahanol fydd yn pennu pa mor hawdd fydd eich siwrnai unwaith y byddwch yn gwneud cais am brofiant, ond yn sicr ar sail swyddogol ac o ran unwaith yr ydych mewn cysylltiad uniongyrchol â’r sefyllfa ac yn dechrau’r cais, mae’n gallu bod yn broses syml iawn. Yn logistaidd, mae’n fater o fynd i’r porth os ydych yn gwneud cais ar-lein ac mae yna broses pump cam, felly rydych yn mynd drwy pob adran unigol, gan gwblhau pob un cyn mynd at y nesaf.
Eich adran olaf yw taliad ac unwaith yr ydych wedi talu am grant profiant mae eich achos ar y gweill ac mae yn ein dwylo ni i’w archwilio.
Aaron Wilson:
Ac os wyf i, gobeithio na fydd yn rhaid i mi wneud hyn am dipyn, ond os wyf i‘n mynd drwy’r gwasanaeth profiant. Beth yw’r drefn? Felly, os ydw i ar y rhyngrwyd, rwy’n chwilio am ‘probate’ beth sy’n digwydd wedyn ar ôl imi ddod o hyd i’r dudalen?
Arjan Sehjal:
Felly, rydych yn ysgutor ewyllys. Rydych yn gwybod eich bod yn gorfod gwneud cais am brofiant sydd eisoes wedi bod, de chi’n gwybod, rydych wedi siarad hefo’r bobl sy’n ddalwyr ased, y banc ac ati ac maent wedi dweud wrthych, fyddwn ni ddim yn rhyddhau’r symiau hyn o arian, fyddwn ni ddim yn gadael i chi weinyddu’r ystad hon nes byddwch wedi dangos grant profiant i ni.
Nawr, rydych angen grant, profiant. Felly, fel wnaethoch chi ddweud, rydych yn mynd ar borwr y rhyngrwyd fel Google. Rydych wedi teipio ‘apply for probate’ i mewn ac rydych ar eich ffordd ac mae’r union dudalen gyntaf yr hyn rydych eisiau ar wefan GOV. Ac mae yna flwch gwyrdd yn dweud ‘start now’. Unwaith y byddwch wedi clicio ar ‘start now’, bydd yn gofyn ambell gwestiwn cychwynnol i chi i wneud yn siŵr fod gennych bopeth rydych ei angen ar gyfer gwneud cais, fel tystysgrif marwolaeth, pethau felly de chi’n gwybod, y wybodaeth sylfaenol, maent yn gorfod sillafu enw’r unigolyn a chael yr holl ddyddiadau ac wedi cofrestru eu marwolaeth ac ati.
Unwaith y bydd hynny i gyd gennych, rydych yn creu cyfrif ar wefan GOV felly byddwch angen mewngofnodi a bydd gennych gais parhaus y byddwch yn ei wneud, ac yna rydych yn dechrau ar y broses pump cam y soniais amdani.
Felly, mae adran un yn fanylion am eich hun, felly rydym yn gwybod y byddem angen eich enw, eich cyfeiriad ac ati. Byddai adran dau yn fanylion am yr unigolyn sydd wedi marw, yr ymadawedig ac yna gwybodaeth am eu hystad. Rydym yn gofyn os ydych eisiau copïau ychwanegol sy’n hysbysu taliad. A’r peth olaf sy’n rhaid i chi ei wneud os ydych yn ymgeisio ar-lein yw talu.
Unwaith y byddwch wedi talu am eich cais am brofiant, mae eich cais ar y gweill yn awtomatig. Rydych yn derbyn cyfeirnod achos 16 rhif, felly de chi’n gwybod, mae gennych achos parhaus dilys a byddwch yn derbyn e-bost i bostio’r ewyllys honno gan nad ydym angen y gwreiddiol, hyd yn oed os ydych yn gwneud cais am brofiant, rydych angen gwneud rhywfaint o bostio.
Byddwch yn cael gwybod i bostio’r ewyllys wreiddiol ac unrhyw ddogfennau ategol eraill sydd eu hangen. Ac yna, hyd yn oed bod gennym eich achos ar y pwynt hwnnw, unwaith y byddwch wedi talu, ni allwn wneud unrhyw beth gyda’r achos nes byddwch wedi anfon eich ewyllysiau. Felly, mae’n ychydig o broses dau gam, rydych yn gwneud y gwaith ar-lein yna rydych yn postio unrhyw ddogfennau ar ôl i chi, de chi’n gwybod, wneud y gwaith ar-lein.
Ac yna, unwaith y byddwn wedi cael y dogfennau gallwch chi eistedd yn ôl, ein tro ni yw gweithredu wedyn. Yna byddwn yn prosesu’ch cais gyda’r dogfennau wnaethoch eu rhoi i ni.
A’r peth olaf wnai ddweud yw ei fod angen ei wneud yn y drefn honno. Pobl sy’n postio pethau atom heb wneud y pethau ar-lein gyntaf, mae’r pethau hynny’n gallu mynd o chwith gan nad oes gennym achos yn ei le ar gyfer dyrannu’r dogfennau hynny.
Felly, cyn belled â’ch bod yn gwneud y pethau hynny yn y drefn systematig yr ydym wedi gofyn amdanynt, yna dylech fod yn iawn.
Aaron Wilson:
Hyfryd. Diolch yn fawr. A Nigel, ydw i’n iawn drwy feddwl y gallwch barhau i wneud cais am brofiant yn defnyddio ffurflen bapur? Beth yw’r broses ar gyfer hynny?
Nigel Wilson:
O ran gwneud cais, ar gyfer profiant mae yna ddwy broses y gallwch wneud. Gallwch wneud cais ar-lein a gallwch wneud cais drwy lenwi ffurflen bapur, os oes yna ewyllys, y ffurflenni PA1P, os nad oes yna ewyllys, y ffurflenni PA1A. Os byddwch yn gwneud cais drwy lenwi ffurflen, wrth gwrs byddwch angen postio ffurflen atom i’r cyfeiriad sydd ar y ffurflen.
Mae’r ffurflenni yn eithaf sylfaenol. Mae ffurflenni yn gallu gofyn am eich manylion. Ac mae’n mynd i ofyn am fanylion yr ymadawedig hefyd. Mae’n mynd i ofyn i chi am eich enw, eich cyfeiriad, os oes gennych un, er enghraifft, efallai bod gennych gyfeiriad e-bost hefyd. Gallwch lenwi’r ffurflen yn sylfaenol a’i hanfon atom. Unwaith y byddwn yn derbyn y ffurflen gallwn brosesu eich cais hefyd.
Aaron Wilson:
Ac efallai bod hwn yn gwestiwn gwirion, ond lle fyddwn i’n dod o hyd i’r ffurflen os byddwn yn edrych am ffurflen bapur?
Nigel Wilson:
Iawn, ia, mae’r ffurflen ar gael ar ein gwefan, GOV.UK, os wnewch chi chwilio am ‘probate’ yn y bar chwilio, gallwch lawrlwytho ac argraffu’r ffurflen.
Mae gennym y cyfleusterau yn ogystal i bostio’r ffurflen i chi yn uniongyrchol hefyd. Gallwch ein ffonio a gallwn bostio’r ffurflen i chi.
Mae gennym gyfleusterau sgwrsio dros y we hefyd. Gallwch sgwrsio dros y we a dweud eich bod angen y ffurflen. Byddwn yn dweud unwaith y byddwch yn gofyn am y ffurflen, gwnewch yn siŵr eich bod wedi gofyn am y ffurflen briodol. Os oes yna ewyllys, y ffurflen rydym ei hangen yw PA1P. Os nad oes yna ewyllys, mae hynny’n golygu bod yr unigolyn wedi marw heb adael ewyllys. Rydym angen y ffurflen brofiant PA1A.
Byddwn yn annog ymgeiswyr i ymgeisio’n ddigidol. Yn ddigidol, mae’n ffordd fwy effeithiol o ymgeisio am brofiant ac ar ein gwefan unwaith y byddwch yn ymgeisio’n ddigidol, byddwch yn cael eich cyfeirio i’r amrywiol gamau sydd eu hangen. Mae’n gynt ac mae’n ffordd fwy effeithlon o ymgeisio am brofiant hefyd.
Aaron Wilson:
Rwy’n mynd i agor y llawr i’r ddau ohonoch ar gyfer yr un yma, wrth gwrs mae gan y ddau ohonoch lawer o brofiad yn y maes hwn ac rwy’n meddwl bod clywed gennych chi mae’n debyg y peth gorau i wrandawyr. Ond wrth gwrs, mae yna rai camgymeriadau cyffredin a wneir gan bobl wrth wneud cais am brofiant. Beth allan nhw ei wneud i osgoi hyn? Beth yw’r cyngor defnyddiol gennych wrth wneud cais?
Nigel Wilson:
Un o’r camgymeriadau mawr, wrth wneud cais am brofiant, yw peidio anfon yr ewyllys wreiddiol, pan mae yna ewyllys, neu os oes yna ewyllys, gan ein bod angen yr ewyllys wreiddiol. Mae yna ambell achlysur pan mae’r cyfreithiwr mewn gwirionedd yn cadw’r ewyllys. Wrth gwrs, mae yna lawer o bobl yn ei chadw, maent yn rhoi’r ewyllys i’r cyfreithiwr i’w chadw’n ddiogel.
Nawr, pan fydd yr ysgutor yn yr ewyllys yn mynd at y cyfreithiwr, mae’r cyfreithiwr yn tueddu i roi copi o’r ewyllys iddynt. Felly, byddwn bob amser yn atgoffa’r cyfreithiwr eich bod angen yr ewyllys wreiddiol ac nid y copi. Mae yna adegau mewn gwirionedd pan mae’r ewyllys yn gallu mynd ar goll. Er enghraifft, gallai’r ewyllys fynd ar goll gan yr ysgutor. Felly, byddwn yn dweud hefyd os yw’r ewyllys ar goll, eich bod yn gwneud cais am brofiant, ble mae yna ewyllys rydych angen ei chyflwyno, yr hyn rydym yn ei alw yn ffurflen brofiant holiadur ewyllys coll PA13. Unwaith y byddwn yn derbyn y ffurflen brofiant PA13, rydych angen ei hanfon gyda’ch ffurflen brofiant PA1P a chadarnhau bod yr ewyllys ar goll.
Wrth gwrs, fel y dywedodd Arjan hefyd, mae yna lawer o geisiadau rydym yn dod ar eu traws gyda ffigyrau IHT heb eu datgelu. Y peth gorau i’w wneud mewn gwirionedd yw gwirio gyda CThEF i wneud yn siŵr os oes yna dreth etifeddiaeth i’w dalu. Unwaith y byddwch wedi gwirio gyda CThEF, byddant yn cadarnhau os ydych angen cyflwyno unrhyw ffurflen treth etifeddiant neu gallwch fynd yn syth ar-lein, ar ein gwefan, gwneud cais am brofiant, a datgan y ffigyrau IHT fyddwch yn eu derbyn gan CThEF.
Nawr, y ffigyrau gan CThEF, byddwch yn cael y ffigyrau hyn drwy lenwi neu ddefnyddio beth maent yn ei alw yn wiriwr adnodd IHT ac mae hwnnw ar gael ar wefan CThEF. Dylai’r ffigyrau gael eu datgan drwy ddefnyddio’r gwiriwr hwnnw. Cyfrifiannell IHT ydyw ac mae’r ffigyrau fyddan nhw’n gael, gallent anfon y ffigyrau a’u cyflwyno ar y cais profiant.
Dyna’r prif bethau. A phan ddaw iddyn nhw, gwneud cais am brofiant, pethau sydd ar goll, er enghraifft, os ydy’r ysgutor, os ydynt, yn eu galar mae’n amser emosiynol iawn hefyd. Gall yr ysgutor benodi rhywun i weithredu fel atwrnai hefyd. Eto, byddem angen ffurflen brofiant PA11. Ffurflen atwrneiaeth yw honno. Os gallech anfon y ffurflen hefyd, ynghyd â’r ffurflen brofiant PA1P, os oes yna ewyllys, byddwn yn rhoi’r ddwy ffurflen gyda’i gilydd.
Arjan Sehjal:
Ac os galla i ddod i mewn hefyd. Mewn gwirionedd, i ddilyn beth yr oedd Nigel yn ei ddweud, mae bob amser yn ymwneud â rhoi cymaint o wybodaeth ag yr ydych yn meddwl fyddwn ei hangen, ac weithiau hyd yn oed mwy. Felly, enghraifft rwy’n meddwl amdani yw ysgutorion heb eu cynnwys yn y cais. Ac rwyf wedi rhoi’r enghraifft o’r blaen pan mae yna nifer o bobl wedi eu henwi fel ysgutorion mewn ewyllys mae’n aml yr achos, ble mae rhywun yn gwneud cais am brofiant, rhywun sydd wedi marw a rhywun arall sydd wedi’i enwi fel ysgutor hefyd wedi marw. Ac oherwydd eich bod yn gwneud profiant ac rydych yn meddwl ei fod am bobl sydd ddim gyda ni mwyach ac nid ydych yn meddwl dweud wrthym mai’r rheswm pam nad ydynt yn gwneud cais yw oherwydd eu bod wedi marw.
Felly, yn aml iawn, os byddwn yn dod ar draws achos, ble nad yw ysgutor wedi’i gynnwys mewn cais, nid oes unrhyw un wedi dweud wrthym pam nad ydynt ar y cais, byddai’n rhaid i ni stopio a gofyn “ble mae’r ysgutor hwn?” Wel, mae’n fater syml iawn o adael i ni wybod am bob ysgutor, pam nad ydynt yn ymgeisio os ydynt wedi eu penodi yn yr ewyllys.
Felly, os ydych am anfon cais ar gyfer profiant gyda’r gobaith nad ydych ei angen at unrhyw fath o ddiben ystad, rydych ond ei angen fel dogfen llys, yna rydym angen gwybod mai dyna’r rheswm a dyna pam nad oes yna ffigyrau ar yr ystad. Rwy’n mynd yn ôl at fy mhwynt am IHT, fel y dywedais, mae bob amser yn ddefnyddiol cael trefn ar yr ochr treth etifeddiaeth o bethau i ddechrau. Os ydych yn gwybod eich bod yn gorfod llenwi ffurflen dreth, gwnewch hynny ar unwaith, oherwydd os oes yna dreth i’w dalu, byddwch yn derbyn cod profiant unigryw mewn llythyr gan CThEF.
Ac os oes gennych y llythyr cod profiant unigryw hwnnw, mater syml yw rhoi’r cod i ni yn eich cais. Ac yna nid ydym yn gofyn unrhyw gwestiynau am IHT gan ein bod yn gwybod yn barod: “o, maen nhw wedi gwneud eu gwaith cartref, maent wedi mynd at CThEF, maent wedi cael eu llythyr, a does yna ddim mwy i ni ei ofyn. Felly, ia, dyna ychydig mwy am beth oedd Nigel yn ei ddweud yn y fan yno.
Aaron Wilson:
Allwch chi egluro, mae’n siŵr drwy fynd â hyn yn ôl i’r pethau sylfaenol, allwch chi egluro’r ysgutorion a sut maent yn rhyngweithio a sawl un allwch chi ei gael mewn ewyllys? Ac yna pan mae’n dod i wneud cais am brofiant, faint o bobl sy’n gallu ymgeisio?
Nigel Wilson:
Iawn. O ran yr ysgutorion, gallwch gael cymaint o ysgutorion ag y dymunwch yn yr ewyllys. Nid yw’n broblem. Fodd bynnag, pedwar ysgutor mewn gwirionedd sydd â’r hawl i wneud cais am brofiant. Yr ysgutorion sydd wedi gwneud cais am brofiant, bydd eu henwau hefyd yn cael eu hargraffu ar y grant.
Aaron Wilson:
Ac iddyn nhw, rwy’n meddwl bod hyn i’r bobl sy’n gwrando ar hwn sydd ddim mewn profiant neu’r rhai sy’n mynd drwy hyn, ac mae yna lawer o dermau cyfreithiol technegol yno, beth yw ysgutor, i fynd yn ôl i’r pethau sylfaenol?
Arjan Sehjal:
Felly, rôl ysgutor yw rhywun sy’n cael ei benodi i weinyddu’r ystad. Felly, eu rôl nhw yw cynrychioli dymuniadau’r sawl sydd heb adael ewyllys i’r unigolyn ymadawedig, wrth iddynt symud ymlaen a sicrhau bod yr ystad yn cael ei rhannu a’i dosbarthu yn unol â’r dymuniadau a’r ewyllys.
Nigel Wilson:
Os yw ysgutor yn penderfynu ar y diwrnod hwnnw, ar y pwynt hwn nad ydynt yn barod i wneud cais am grant profiant. Gallent gael beth yr ydym yn ei alw yn cadw’r hawl, fel y gallent gadw grym i weithredu ar ddyddiad yn ddiweddarach. Ia, ond fel y dywedodd Arjan, ac mae’n rhaid i’r llys dderbyn, ar gyfer pob ysgutor, gallai rhai ysgutorion benderfynu ymwrthod, bydd rhai angen gweithredu, ond unwaith y byddant yn ymwrthod, mae’n golygu eu bod yna’n gadael y cais i weddill yr ysgutorion, yna i wneud cais am grant profiant. Os ydynt yn cadw’r hawl, gallent mewn gwirionedd wneud cais ar ddyddiad yn ddiweddarach. Ond ar y pwynt hwn, oherwydd eu bod yn cadw’r hawl, byddai hynny’n caniatáu i’r ysgutorion eraill weithredu ar eu rhan hefyd.
Y buddiolwyr a enwyd yn yr ewyllys nawr, ar y pwynt hwn, gan bod yna ysgutorion, ni fyddent yn gallu gwneud cais ar y pwynt hwn. Byddai’n rhaid iddynt ei adael i’r ysgutorion a enwyd yn yr ewyllys, i ymgeisio, er enghraifft, yr ysgutorion a enwyd yn yr ewyllys, os ydynt nawr wedi marw, pob un ohonynt, yna gallai’r buddiolwyr mewn gwirionedd ymgeisio am grant profiant.
Ni fyddent yn gallu ymgeisio ar-lein. Byddai’n rhaid iddynt lenwi ffurflen profiant PA1P eto ac anfon yr ewyllys wreiddiol i mewn hefyd. Ar y ffurflen hefyd, byddem yn gofyn pam, er enghraifft, nad ydy dywedwch Jo Bloggs wedi’i enwi ar y cais. Byddai’n rhaid iddynt roi cyfrif ar y ffurflen bod Jo Bloggs, er enghraifft, nawr naill ai wedi’i ymwrthod neu wedi marw.
Ddrwg gennai am ddefnyddio Jo Bloggs.
Aaron Wilson:
Dw i’n siŵr na fydd ots gan Jo Bloggs!
Arjan, gai ddod yn ôl at rywbeth wnaethoch ei ddweud gynt, ynglŷn â’r dogfennau rydych angen eu hanfon wrth ymgeisio am brofiant. Beth ddylai pobl ei wneud os nad oes ganddynt y dogfennau hynny? Allan nhw barhau i wneud cais am brofiant, neu ydy hynny’n ryw fath o rwystr i’r system?
Arjan Sehjal:
Wel, mae’n dibynnu’n fawr beth yw’r dogfennau, felly mae yna rai pethau ble rydym eu hangen nhw, rydym eu hangen a byddwn yn mynnu eu cael. Ond mae’r ceisiadau mwyaf safonol ar gyfer grant profiant, y dyddiau hyn hyd yn oed anfon tystysgrif marwolaeth atom, os ydy’r holl fanylion yno’n barod, wedi cofrestru gyda’r tystysgrifau marwolaeth a gyhoeddwyd, nid oes hyd yn oed angen tystysgrif marwolaeth mewn gwirionedd. Oni bai ei bod yn dystysgrif marwolaeth dramor, er enghraifft. Felly mae yna rai achosion ble rydym ond angen yr ewyllys a dyna’r cyfan. Ond mae yna amgylchiadau ble a dyma ble mae amgylchiadau unigol pobl yn golygu llawer. Gadewch i ni ddweud, rydych yn ysgutor gyda rhywun arall, ond nid yw’r unigolyn hwnnw yn dymuno gwneud cais am brofiant.
Chi yw’r unig un sy’n dymuno cymryd rhan yn y cais i gael eich enwi ar y ddaear. Felly, yn aml iawn bydd yr unigolyn hwnnw yn ymwrthod profiant. Yn syml yn dweud “Rwyf eisiau rhyw fath o ildio fy nghyfrifoldeb i fod yn ysgutor. Nid yw’n rhywbeth y byddwn yn teimlo y gallwn ei wneud ac ati”, felly mae’n rhaid iddynt yna gynnig ymwrthod ar gyfer hynny, sy’n fath o ddogfen swyddogol sy’n rhaid cael ei llofnodi gan yr unigolyn hwnnw, ei llofnodi gan dyst ac rydym angen y ffurflen ymwrthod swyddogol honno gyda llofnodion inc yr ysgutor sy’n ymwrthod a’r tyst. Felly, ond yn sicr os yw hynny’n rhywbeth nad oeddech yn ei wybod ar y pryd a’ch bod ond yn anfon ewyllys atom, byddem yn anfon e-bost atoch yn gofyn “rydym yn gwybod bod yna ysgutor, dywedoch eich bod yn dymuno ymwrthod, allwn ni gael ffurflen ymwrthod?”
Ac roeddem wedi rhoi’r enw ar y ffurflen yr oeddech ei hangen, felly os mai’r PA15, mae yna ewyllys, a byddem yn rhoi cyfarwyddyd i chi ble i’w hanfon. Byddem yn gofyn i chi ei phostio i ni a byddem yn eich cynghori ein bod angen yr un gwreiddiol hefyd. Felly os byddech yn anfon copi atom eto, byddai’n rhaid i ni ofyn am y gwreiddiol.
Felly, mae’n dibynnu i raddau helaeth. Roedd yn arfer bod yn achos pan oedd pobl yn marw cyn 2021. Byddem angen ffurflen dreth o ryw fath. Felly, hyd yn oed os nad oes yna dreth etifeddiaeth i’w thalu ar yr ystad oherwydd y derbyniwyd y cyfan, roedd y cyfan yn mynd i briod neu bartner neu roedd yn dod o dan yr eithriad, byddem yn dal angen ffurflen dreth o ryw fath. Roedd yn cael ei galw yn ffurflen IHT205.
Ers 2022 gyda llawer o’r achosion hyn ble nad oes yna dreth i’w thalu mae’r ystad yn cael ei derbyn hyd yn oed os oes angen ymweliad treth, rydych yn syml, yn rhoi’r ffigyrau i ni yn eich cais ar gyfer gwerth yr ystad.
Mae’n bosibl y byddwn yn cynnal ambell wiriad ar eich ochr chi gan ein bod yn archwilio’r achos, ac os bydd popeth yn edrych yn iawn, byddwn yn bwrw ymlaen ac yn cyflwyno’r grant hwnnw heb yr angen i weld ffurflen dreth, heb unrhyw gyfraniad gan CThEF.
Aaron Wilson:
Mae’n amlwg bod yna lwyth o waith o fewn profiant i gael amseroedd aros tynn i lawr i ffurflenni cais ddod yn ôl. Dw i’n meddwl, mae’n amlwg gwnaethoch sôn yn gynharach am gais ar gyfartaledd yn cymryd 12 wythnos. Ydy o’n gallu bod yn gynt na hyn? Beth yw’r sefyllfa ar hyn o bryd?
Nigel Wilson:
Os ydych yn edrych ar ein data nawr, mae’r rhan fwyaf o geisiadau, y rhan fwyaf o grantiau wedi eu cyflwyno o fewn, o fewn amserlen o bump wythnos hefyd. Rydym wedi cyhoeddi data diweddar sy’n dangos, y drefn brofiant, rydym wedi bod drwy newid a dweud y gwir, mae yna lawer o newidiadau wedi bod ac mae’n effeithlon rwan. Rydych yn edrych ar bump wythnos ar gyfartaledd i grant profiant gael ei gymeradwyo.
Rydym yn nodi 12 wythnos rhag ofn y byddwn angen gwybodaeth ychwanegol. Ond de chi’n gwybod, fel mae’r data yn gallu ei ddangos nawr, mae’n bump wythnos. Dyna’r amser ar gyfartaledd yr ydym yn edrych arno ar hyn o bryd hefyd.
Arjan Sehjal:
Rydym bob amser yn dweud, po fwyaf o amser rydym yn gorfod atal achos i ofyn am wybodaeth. Felly, yn ei hanfod, po fwyaf beichus yw cais pan mae’n cael ei wneud gyntaf, po hiraf y bydd yn ei gymryd i’r grant gael ei gyflwyno, oherwydd po fwyaf o waith sy’n rhaid i ni ei wneud arno. A’r achosion rydym yn falch o’u derbyn yw’r rhai ble, mae’r holl wybodaeth wedi cael ei chyflwyno ar y dechrau a phopeth wedi cael ei wneud yn drylwyr.
Dyna’r math o achosion rydym yn eu harchwilio, fel dwi’n dweud, yn drefnus a gallwn gyflwyno’r grant. Ar ôl rhoi grant profiant, unwaith y bydd eich cais wedi ei gymeradwyo, byddwch yn derbyn e-bost a gynhyrchwyd yn awtomatig yn eich hysbysu am hynny, yn dweud wrthych bod y broses wedi gorffen a bod eich grant profiant ar y ffordd ac rydych yn derbyn y dogfennau wedi eu selio gan y llys wedi eu cludo ichi yn y post.
Aaron Wilson:
Ac os ydy pobl yn dymuno dilyn trywydd eu cais, sut allan nhw wneud hynny ar-lein?
Arjan Sehjal:
Wel, gallan nhw wirio drwy ddefnyddio’r porth cais, felly gallent wirio pryd mae’r achos wedi newid. Felly mae hynny’n golygu bod archwiliwr wedi mynd i mewn ac wedi gwneud rhywbeth iddo. Ac wrth gwrs, hefyd, pan fyddwn angen anfon ceisiadau am wybodaeth, bydd yn cael ei e-bostio yn uniongyrchol i’r ymgeisydd. Felly, dyna gipolwg uniongyrchol ar yr hyn sy’n digwydd gyda’r achosion, yr hyn rydym yn ei ddweud wrthynt yn uniongyrchol.
Aaron Wilson:
Wel, byddai hyn yn amlwg yn beth gwych os gallai pawb gysylltu â chi fel dwi di wneud heddiw i ofyn yr holl gwestiynau hyn i chi. Ond os oes gan bobl gwestiynau am eu cais, beth ddylen nhw ei wneud a lle ddylen nhw fynd Nigel?
Nigel Wilson:
Os oes ganddynt gwestiynau am eu cais, gallan nhw anfon e-bost atom ni mewn gwirionedd, yn gofyn am fanylion ychwanegol. Mae gennym ni gyfleuster sgwrsio dros y we hefyd. Gallent ymuno â’n cyfleuster sgwrsio dros y we mewn gwirionedd. Gofynnwch unrhyw gwestiynau i ni a byddwn yn trosglwyddo’r hyn sydd ei angen.
Nawr, weithiau mae’n bosibl y byddwn angen gwybodaeth ychwanegol. Rydym wedi cyflwyno cyfleuster yn ddiweddar a elwir yn Hwb Dinasyddion ble gallent fewngofnodi drwy eu cais. A gallan nhw ddarparu’r wybodaeth angenrheidiol.
Weithiau byddwn angen y dogfennau gwreiddiol, er enghraifft, yr ewyllys wreiddiol sy’n rhaid iddynt ei phostio a’i hanfon atom hefyd. A gallent gysylltu â ni dros y ffôn hefyd.
Arjan Sehjal:
Mae’r llinellau ffôn yn agored o 9am tan 1pm o ddydd Llun i ddydd Gwener ac unwaith y byddwch yn ein ffonio, byddwch yn mynd drwodd i swyddog cymorth, rhywun fel Nigel neu rywun yn fy nhîm. A byddan nhw’n fwy na hapus i ateb eich cwestiynau a mynd â chi drwy’r hyn fyddwch yn meddwl mae eich cais ei angen.
Rydym yn gofyn mai’r bobl sy’n ein ffonio ni yw’r ceiswyr am brofiant sydd ar yr achos. Os ydych yn cadw’r hawl ar gais, gallwch siarad gyda ni dros y ffôn. Ac yn wir, os ydych yn gyfreithiwr, neu’n cynrychioli rhywun neu’n atwrnai sy’n cynrychioli rhywun gallwch siarad gyda ni dros y ffôn hefyd.
Os ydych yn drydydd parti, felly os oes gennych ffrind sy’n gwneud cais am brofiant a’u bod angen cymorth, allwn ni ddim siarad gyda chi. Rydym eisiau siarad gyda nhw. Os yw’n frawd neu chwaer neu beth bynnag, rydym angen siarad gyda’r ceisydd ei hun.
Fodd bynnag, os nad yw’r ceisydd yn awyddus i siarad gyda ni, ond rydych yn gwybod eich bod yn fwy hyderus yn gwneud hynny os ydych yn ein ffonio ni os ydynt yn yr ystafell, byddwn yn gofyn iddynt fynd drwy rai cwestiynau diogelwch a rhoi awdurdod ar lafar i chi ac yna rydym yn fwy na hapus i siarad gyda chi hefyd. Mae’n golygu bod yn rhaid iddyn nhw fod yno i ateb y cwestiynau diogelwch a dyna’r rhan sy’n gorfod digwydd bob amser y byddwch eisiau siarad gyda ni.
Felly, ble bo’n bosibl rydym bob amser yn gofyn i geisydd neu rywun sy’n cadw’r hawl ar achos i fod yr un sy’n gwneud yr alwad ffôn.
Aaron Wilson:
O ia, dwi eisiau dweud diolch yn fawr iawn, yn amlwg i’r ddau ohonoch am ddod i sgwrsio ac fel y dywedais ar y dechrau, wrth gwrs, roeddwn yn gobeithio y byddwn yn dysgu rhywbeth newydd o heddiw ac rwy’n bendant yn gallu dweud fy mod yn gwybod llawer mwy am wneud cais am brofiant rwan, sydd yn rywbeth, rywbeth rydym yn cael llawer o ymholiadau amdano ar-lein ac mae hynny’n ddefnyddiol iawn i wybod yr holl gyngor ychwanegol hefyd.
Ond mewn gwirionedd, rydym wedi bod yn ceisio gorffen y podlediadau hyn gyda neges gan y bobl sydd yn ymuno â ni, ac rwy’n credu mai’r hyn rwyf eisiau ei ofyn i chi yw: os gallech chi roi un darn o gyngor i rywun sy’n mynd drwy brofiant, beth fyddai hwnnw i wneud eu siwrnai ychydig yn fwy llyfn? Wnai ddechrau gyda chi Arjan ac wnai ddod atoch chi’n gyntaf.
Arjan Sehjal:
Argol un linell i wneud eu siwrnai yn llyfnach neu eu grant profiant? Mae’n debyg y byddwn yn dweud peidiwch â rhuthro. Cymerwch eich amser a darllenwch drwy’r cwestiynau’n ofalus. Ac yn wir, gyda ffurflen PA1P mae yna nodiadau ar y cwestiwn ar PA1P sy’n eich helpu i wybod yr hyn rydym yn chwilio amdano. Peidiwch â rhuthro i’w gwblhau oherwydd eich bod yn meddwl eich bod eisiau ei anfon cyn y Nadolig, neu byddaf yn gwneud hyn cyn i forgais yr unigolyn hwn redeg allan ac rwyf eisiau iddo brynu’r eiddo.
Gwneud cais am brofiant, mae’n well ei wneud ar ôl i chi ystyried, oherwydd pan fyddwch yn anfon pethau atom, rydych yn gwneud datganiad i’r llys yn dweud bod hwn yn wir hyd eithaf fy ngwybodaeth. Felly, mae bob amser yn well ystyried pa wybodaeth rydych yn ei rhoi i ni a gwneud yn siŵr eich bod yn cynnwys cymaint ag y gallwch, felly rydym wedi siarad am ysgutorion digofnod. Rydym wedi siarad am os oes gennym amheuaeth bod yna IHT i’w dalu, y byddwn yn cymryd camau, byddwn yn gofyn i chi fynd i lawr y trywydd hwnnw.
Felly dylech gynnwys cymaint â phosibl ac ia, dyna fyddwn i’n ei ddweud yw i gymryd eich amser ac mae’n well ei wneud yn gywir a’i wneud unwaith.
Aaron Wilson:
Gwych. A beth amdanoch chi, Nigel? Beth fyddech chi'n ei ddweud
Nigel Wilson:
Byddwn yn dweud wrth unrhyw un sy’n gwneud cais am brofiant ein bod yma i’ch cefnogi o’r foment yr ydych yn gwneud cais am brofiant, byddwn yn edrych ar y cais. Byddwn yn dweud bod yna sawl achlysur ble mae’r grant wedi’i gyflwyno cyn 12 wythnos hefyd.
Aaron Wilson:
Wel yn anffodus, dyna’r cyfan sydd gennym amser ar ei gyfer heddiw a diolch yn fawr iawn i Arjan a Nigel am ddod i siarad hefo ni ynglŷn â gwneud cais am brofiant a rhannu gwybodaeth am y ffordd orau i wneud hynny.
Gobeithio bod hon wedi bod yn bennod ddefnyddiol i chi gyd ac fel fi eich bod wedi dysgu rhywbeth newydd.
Os ydych angen ceisio am brofiant neu os ydych yn y broses o ymgeisio a bod gennych gwestiwn, mae croeso i chi gysylltu â’n llinell gymorth profiant neu ein sgwrs dros y we neu os bydd popeth arall yn methu, anfonwch neges atom ar ein sianeli cyfryngau cymdeithasol.
Byddwn yn ôl ar gyfer podlediad arall ym mis Mehefin, ond am rwan, gennym ni gyd yma yn GLlTEF, hwyl fawr a chymerwch ofal.
