Probate and estates .

Death is a subject that many people avoid discussing but at some point we all have to confront it head on.

When emotions run high during this difficult time, our experienced team are on hand to help guide you through the maze of probate and estate administration working with you to provide as much or as little help as you need. Where we have advised on the will and wealth planning structuring, we can provide an insight to arrangements and ensure that wishes are fulfilled.

We work with the family to

  • Act as executors where appointed
  • Obtain the will
  • Protect assets during the probate and administration process
  • Determine all the assets and liabilities
  • Advertise the death to notify any creditors
  • Determine gifts made during the deceased’s lifetime
  • Complete the Inheritance Tax returns
  • Arrange for Inheritance Tax to be paid
  • Obtain a grant of probate or letters of representation
  • Collect the assets
  • Prepare the estate accounts
  • Advise on the most tax efficient payments to beneficiaries
  • Determine distributions for each beneficiary in line with the will
  • Make final distributions to beneficiaries
  • Prepare estate tax returns
  • Complete repayment claims for beneficiaries

Speak to a probate expert

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