When someone close to you dies, the prospect of sorting out their financial affairs may seem daunting. Our team of compassionate Advisors can deal with all aspects of Estate Administration including:

  • Advising on the terms of the deceased’s Will
  • Preparing Deeds of Family Arrangement to vary the terms of the deceased’s Will
  • Advising on the rules of Intestacy where the deceased did not leave a Will (Intestacy)
  • Appointing an Executor in Intestacy cases
  • Investigating the value of the estate, including obtaining professional valuations of certain assets
  • Preparing Inventory of Estate
  • Dealing with Income Tax to date of death
  • Preparing Inheritance Tax Forms for submission to HMRC and calculating Inheritance Tax due
  • Calculating Legal Rights
  • Calculating Prior Rights of spouse in Intestacy cases
  • Applying for Confirmation in the estate
  • Ingathering the estate
  • Arranging payment of debts, funeral expenses and Inheritance Tax
  • Distributing the deceased’s estate to the beneficiaries