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
Jane Gray is a Senior Solicitor in the private client team based in the Altrincham office....
Senior Solicitor
Theo Hoppen
Theo Hoppen is a Senior Solicitor in the Harrogate office. Theo joined the firm in Februar...
Senior Solicitor
Wendy Scarr
Wendy Scarr is a Senior Solicitor in the private client team. Wendy joined the private cli...
Senior Solicitor
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