Probate

 

We know that the loss of a loved one is a traumatic and difficult time.  We can provide advice and support, particularly in interpreting the Will if one has been left, or on the Rules of Intestacy if there is no Will.


Administering an estate can be a complex matter, particularly if there is a potential Inheritance Tax liability. We offer a full estate administration service, including:


·        advice on the terms of the Will or Rules of Intestacy

·        advice on Inheritance Tax and Reliefs

·        applying for the Grant of Probate or Letters of Administration

·        encashing assets and claiming amounts due under Life Policies

·        paying liabilities

·        finalising Income Tax affairs during the administration period

·        paying legacies

·        dealing with HM Revenue & Customs in finalising Inheritance Tax

·        advice and preparation of Deed of Variation

·        distributing the Estate in accordance with the Will or Rules of Intestacy

 

We will deal with your matter sympathetically and professionally, to ensure that the administration is completed without unnecessary delays and without causing you undue distress.

 

Wills and Trusts

 

The making of a Will can be an important part of Inheritance Tax planning, and is vital if you want to ensure that, after your days, your estate is dealt with in accordance with your wishes.

 

We can advise on the best ways to reduce the likelihood of your estate paying Inheritance Tax, to make the best use of any reliefs available, and to safeguard the transfer of Inheritance Tax threshold between spouses.

 

We can also advise on trusts, whether comprised within a Will, or for the education and maintenance of your children.

 

We will prepare your Will or Trust Deed in accordance with your particular wishes and circumstances, and of course in strictest confidence.


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