Probate & administration of estates

Dealing with the estate of someone, especially someone who has been close to you, can be a stressful as well as time consuming experience, particularly if the deceased left no will or the deceased’s family situation is complicated. Whether the estate is modest or substantial, we can offer sympathetic and practical advice. We can deal with all aspects of the estate administration for you, or we can offer a more limited service tailored to your requirements, leaving you to do as much of the administration or as little as you wish.

Amongst other things we can deal with:

  • Registering the death and arranging payment of the funeral from the estate in appropriate cases
  • Checking the nature and value of the assets at the date of death
  • Preparation of the inheritance tax paperwork and arranging the payment of Inheritance Tax where applicable from assets or by an executors’ bank loan
  • Claiming the transferable tax free allowances from a deceased spouse’s estate, where applicable, on the second death
  • Confirming the distribution of the estate on intestacy
  • Obtaining genealogical advice in respect of the family tree
  • Arranging “missing beneficiary” insurance
  • Obtaining the Grant of Probate/Letters of Administration
  • Finalising the personal tax affairs of the deceased
  • Dealing with administration Income Tax and Capital Gains Tax
  • Appropriation of assets before sale, if appropriate, to mitigate CGT
  • Payment of legacies and arranging encashment or transfer of assets to beneficiaries
  • Dealing with charities
  • Preparation of Estate Accounts on completion of the administration
  • Deeds of Variation of a will or intestacy
  • Registration of will trusts with the Trusts Registration Service

We aim to provide our services promptly and to give clear information about the cost of the work. See this document for more details Click Here