We help family members to navigate the rules governing collecting assets after the death of a loved one. Our advice extends to the complex rules in operation should a loved one die intestate (without a valid will).

Our Society of Trust and Estate Practitioners (STEP) qualified solicitors offer efficient and practical help at a difficult time.

We work at a pace to suit the individual and have a breadth of experience covering the following areas:

  • Identification of assets forming part of the estate
  • Obtaining formal valuations for the Probate Court
  • Drafting the required paperwork to obtain a Grant of Probate or Grant of letters of administration
  • Identifying the Inheritance tax payable and any planning measures to mitigate such tax
  • Identifying Income tax requirements and liaising with accountants where required to fulfil such liabilities
  • Preparation of an account for HMRC for Inheritance Tax
  • Negotiations with HMRC as to the Tax payable and obtaining a clearance certificate
  • Dealing with requirements to transfer any foreign property
  • Communication with beneficiaries
  • Advising executors/administrators in relation to disputes that can arise as part of the administration, including advice upon Inheritance (Provision for Family and dependants) Act 1975 claims against an estate
  • Advise executors and trustees about their duties and how they can protect themselves from personal liability

Your team in this field

Jane Gray
My experience involves wills and trust planning for clients, often with significant capita...
Senior Solicitor, Wills & Probate
Theo Hoppen
First-rate client care is very important to me and I am mindful from the beginning about m...
Senior Solicitor, Harrogate
Wendy Scarr
I guide clients through the process of will making, often when there are complex or diffic...
Senior Solicitor, Wills & Probate
Stowe Testimonials

Newsletter Sign Up

For all the latest news from Stowe Family law
please sign up for instant access today.

Privacy Policy