Probates and Estates Administration
Have you recently suffered a bereavement and if so do you know what to do next with regard to your loved one’s financial affairs? Do you know whether probate is required or whether there is Inheritance Tax or any other taxes to pay? You do not have to use the legal services firm attached to the funeral directors that you used for the funeral.
We have acted for and as personal representatives in the administration of large and small estates for many years due to the very long standing nature of the firm. Our caring team is able to advise you and answer the above questions and also help you shoulder the burden of responsibility in ensuring that your loved one’s estate is wound up efficiently and correctly.
We act for many clients who have made and lodged Wills with the firm many of whom have appointed the firm as their executors to their estate. Our experienced team is fully conversant with the procedures involved in obtaining all types of grants whether the loved one left a Will or not.
We offer a fully bespoke administration service which includes notifying all financial organisations, collecting in the information required to prepare the probate papers, applying for the grant, realising the assets, ensuring that all liabilities including Inheritance Tax, Capital Gains Tax and Income Tax are all settled, preparing the estate accounts and ensuring that the estate is distributed in accordance with your loved one’s wishes under their Will, or if they have not made one, under the Intestacy Rules.
Our Private Client team is always on hand to help and whether you are a new client or a long standing existing client we are sure that you will be satisfied with the care and understanding given to your matter.