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[/vc_column_text][/vc_column][/vc_row]
