Estate Administration

Bereavement is a very difficult time. Often the person responsible for dealing with the administration of the estate is a close family member who finds it a great burden.

We can help with all aspects of estate administration whether a Will exists or not. We have the expertise to manage the following:

• The tracing and valuing of assets.
• Placing of statutory advertisements.
• Assisting with the Inland Revenue Returns.
• Assisting with the application for the Grant of Probate or Letters of Administration.
• Liaising with the Capital Taxes Office if Inheritance Tax is payable.
• Liaising with the Inland Revenue in respect of other taxes.
• Advising on the interpretation of the Will.
• Collecting in the assets and ensuring all debts and outstanding liabilities are met.
• Distributing the estate and preparing the estate accounts.
• Advising on whether a deed of variation is advisable.

Trusts

We have a team of dedicated specialists who can advise you about the use of trusts in estate and lifetime financial planning. We can also assist with the administration of existing trusts including the preparation of annual trust accounts and tax returns.