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Probate services

Probate and Inheritance Tax Services
Dealing with a bereavement is a difficult and emotional time for anyone and its therefore important to know you have a trusted advisor to guide and assist you.  We have the expertise and experience required to assist you at every step of the way.  Personal representatives/executors of an estate are responsible for applying for probate and filing inheritance tax forms with HM Revenue & Customs.  We are here to remove stress by offering relevant advice, collating information, drafting the required forms for approval, and dealing directly with HM Revenue & Customs on your behalf.  We would also apply for payment references, where Inheritance tax is due, and advise on the payment process.  We also have access to legal professionals within our internal network who can prepare the Statement of Truth and are authorised to submit applications directly online to the Probate Registry for the Grant of Representation.

For more complex estates we can undertake valuations for shares owned in unquoted companies, review and confirm the availability of business property relief and/or agricultural property relief (which can significantly reduce the taxable value of an estate), consider the implications of any prior gifts made by the deceased, and ensure that the final submission to HM Revenue & Customs includes all allowable costs and reliefs available.

Estate Administration
We can advise and assist personal representative/executors who are required to identify/collect all assets and pay any liabilities due from the estate before making distributions due to beneficiaries.  We can also prepare Estate Accounts to formally record transactions within the estate which all residuary beneficiaries of an estate have the right to demand sight of (residuary beneficiaries are entitled to the remaining Estate after the expenses, debts, taxes, and any specific gifts to beneficiaries have been paid out).

Where income is received and/or capital gains are made on the disposal of assets within the estate during its administration this will need to be reported to HM Revenue & Customs.  We can register an estate for a formal Estate Tax Return, where required, and draft this on your behalf.  Where the income received during the period of administration is minimal, we would be able to apply for informal treatment from HMRC on your behalf.

General Advice
In addition to the above we are happy to offer any other advice and assistance you require.  For your information, a summary and timing of the steps you would need to consider are:
  • Register the death
  • Arrange the funeral
  • Use the Tell us Once Service (informs all relevant government departments)
  • Inform others directly (i.e. banks, utility companies, landlords etc.)
  • Check the availability of bereavement benefits
  • If your right to live in the UK depends on your relationship with someone who died you might need to apply for a new visa.
  • Value the estate
  • Apply for probate and complete any necessary Inheritance Tax forms
  • Administer the estate and distribute to beneficiaries
  • Update property records
If you require our services to assist and advise in respect of any of the above please do not hesitate to get in touch.