Specialist legal advice and practical support for financial affairs and estate management

Bereavement can be a challenging and difficult time and the thought of sorting through a loved one's finances can be daunting and upsetting. We can help and support with the financial and practical affairs, whether they are straightforward or complicated.

Very often a Grant of Representation is needed. If the deceased left a will, and you are named as an Executor you may require a grant of probate. Or it could be that the deceased died without leaving a will (i.e. died intestate) and you will become an Administrator by obtaining letters of administration.

As a Personal Representative (whether an Executor or an Administrator) our experts in this field are happy to talk to you and advise as to what is necessary in your particular circumstances, so as to make the process as stress-free as possible.

We are able to assist you with just obtaining a grant of probate or letters of administration or deal with the whole administration process on your behalf. We can:

  • Assist you in tracing a valid will and/or beneficiaries of the estate
  • Obtain valuations of assets
  • Ensure funeral accounts and other liabilities are paid
  • If inheritance tax, capital gains tax or income tax is payable, ensure this is paid and within the time limit so as to avoid any unnecessary interest or charges
  • Prepare the HMRC estate information form and oath to apply for a grant of probate/letters of administration
  • Register the grant and collect in monies
  • Prepare estate accounts
  • Ensure accurate distributions to beneficiaries in accordance with the will or intestacy rules

We can also advise you on how to personally protect yourselves as a Personal Representative with regard to potential claims being made against the estate. Should a claim be made, i.e., by a creditor or a person under the Inheritance (Provision for Family and Dependants) Act 1975, we have the expert knowledge to deal with these claims on your behalf.

We are able to advise Personal Representatives and Beneficiaries on the possibility of post death tax planning, this can include a deed of variation. We can explore this avenue with you and prepare the necessary documentation. You may then want to consider whether in light of any inheritance you need your own further tax planning or to prepare or update a Will.

If you have any queries at all following the loss of a loved one, our qualified and friendly team will be more than happy to assist you, so please give us a call.