Guiding you through the maze of estate administration, to ensure the process runs as smoothly and efficiently as possible.
When a loved one dies, the legal complexities and processes involved in administering an estate can feel arduous and overwhelming, especially at a time that can be emotionally exhausting.
To the inexperienced, it is all too easy to overlook responsibilities or tasks that need to be dealt with, at worst creating loss to beneficiaries.
Our approachable, accessible team are available to guide you through the maze of estate administration, taking on as much or as little as you need help with, ensuring the process runs as smoothly and efficiently as possible.
Obtaining Probate and administering an estate can be relatively straight forward exercise, taking only a few months to complete, or can be incredibly complicated taking several years to resolve (if there are complex issues at play such as offshore assets, complicated tax issues, challenges to the will or beneficiary disagreements).
However, taking sensible pragmatic advice from our team of experienced experts will ensure that where possible, problems are anticipated and avoided, tax issues mitigated and disputes resolved.
Our team aim to help you through the process, at a pace that is set by you. The areas we assist with often include some or all of the following;
- Help with interpreting and understand the provisions of the will or laws of intestacy (where no will was written).
- Assisting with the investigation and valuation of the assets and liabilities of the estate
- Preparation of inheritance tax returns, and payment of tax from the deceased’s’ assets where relevant.
- Liaising with HMRC if queries are raised.
- Preparation, and submission of, the application for Probate.
- Collecting in assets and discharging liabilities.
- Advising on sale or transfer of assets and the tax issues involved.
- Preparation of comprehensive estate accounts and distribution of assets to the beneficiaries.
We will keep you updated and informed so that you feel in control. We help you complete the administration safe in the knowledge that all aspects have been dealt with resulting in peace of mind.
To take the first step, get in touch with us to begin a conversation.