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Estate Administration
As life gets more complicated, so do the financial affairs that need to be settled after death. This is a difficult time even for the most able among us, and therefore expert advice is invaluable.
Helen Starkie, Partner & Head of Wealth Management
Our team of specialists in estate administration is made up of solicitors and tax advisers, and members of the Society of Trust and Estate Practitioners. Whatever issues the administration of the estate may uncover, the experience of the team will ensure that everything is dealt with professionally and in a timely manner.
Each year the team handles estates in total approaching £100 million in value, ranging from the small to the large, from the straightforward to the complicated. Whether you want the full service or simply need us to deal with the grant application or perhaps the tax issues, the team can advise on:
- obtaining grants of representation for personal representatives
- advising on the terms of the Will
- advising on the intestacy provisions where there is no Will
- the role of the personal representative
- beneficiaries’ rights
- collecting in the assets, paying off the debts and expenses and paying out the assets to the nominated beneficiaries
- the inheritance tax liabilities in the estate and negotiating with HM Revenue & Customs in cases of value disputes
- all capital gains tax and income tax issues that can arise in an administration, including mitigating the worst effects of these taxes
- claims against the estate brought under the Inheritance (Provisions for Family and Dependants) Act 1975
- deeds of variation
- UK grants of representation for clients who have died abroad with UK assets
- assisting beneficiaries with their tax issues as a result of the inheritance they receive
- any trust that arises under the terms of the Will or as a result of the intestacy provisions
The team is also happy to provide a second opinion of the advice of other advisers, should their work for you and your family not appear to be of the quality expected by you.