Probate Estate Administration

Services

Probate, Trust & Estate Administration

Helping families by relieving the burden of dealing with the practicalities of estate administration.

Relieving the stress

We care. We’re here to help.

We understand that losing a loved one is a difficult and challenging time. As well as the emotional stress of losing a loved one, those appointed as ‘personal representatives’ have the added worry of administering the estate.

Although many people instruct a firm of solicitors to carry out this work, as accountants we are often best placed to deal with the financial aspects of probate and estate administration.

We build lasting relationships with our clients and clients’ families over the years and many now turn to us as trusted advisors, knowing that we will carry out this important and confidential work with sensitivity and precision.

Did you know?

A personal representative can be held personally liable if the administration of an estate is not dealt with correctly.

We are able to help with a range of estate administration services including:

  • Determining who the personal representatives and beneficiaries of the estate are
  • Obtain valuations of business interests for inclusion within the estate summary
  • Establishing if there is a valid Will in place
  • Advising the personal representatives of their responsibilities and assisting them throughout the process
  • Calculating income tax liability for the period up to the date of death and preparing/submitting any returns that may be required to agree this with HMRC
  • Establishing the assets and liabilities included in the estate that are subject to Inheritance tax
  • Preparing and submitting grant of probate
  • Providing guidance with settling the liabilities of the estate and distributing the assets to beneficiaries
  • Drawing up estate accounts for the purposes of ensuring the estate has been administered correctly
  • Calculate Inheritance tax liabilities payable on estates, including maximising reliefs such as Business Property Relief, Agricultural Property Relief and Nil Rate Bands
  • Advise on Inheritance Tax planning strategies including deed of variations
  • Next generation and succession planning

We are able to offer you support and guidance through this process. Our sympathetic and friendly staff can provide assistance throughout the estate administration process in a straightforward and efficient manner.

Meet your team

Our probate and estate administration experts