Probate

How we can help

We are happy to help in whatever way works best for you. If it’s easier, please do reach out and discuss with us how we can work together.

We can offer a full administration service to the PRs and deal with all aspects of the administration of an estate, or we can work alongside you to complete specific tasks, for example:

• working closely with the PRs and/or other professionals to offer technical advice and guidance and prepare all the paperwork, but have a hands-off approach to information gathering and organising valuations, sales etc
• helping the PRs obtain the grant of probate but ‘standing down’ for the resulting distribution of the estate
• advising only on a particular aspect of the administration but not undertaking general probate work

Getting the ‘basic’ administration of an estate right can be challenging in itself, as the PRs must make sure that the information gathering and disclosure is dealt with appropriately, that timelines are adhered to, tax is paid, and compliance is dealt with.

In addition, there may be further aspects of the estate administration work that may require specific professional expertise:

• maximising the benefits of reliefs, allowances and exemptions applicable on death, including but not limited to the standard nil rate band allowance (particularly for previous widows or widowers), the residence nil rate band allowance, business or agricultural relief, charitable or spouse exemption and the conditional exemption for heritage assets
• facilitating the administration where the deceased was either UK domiciled with assets overseas or non-UK domiciled with UK assets – where it may be necessary to instruct professionals in multiple jurisdictions and confirm the effect of domicile on inheritance tax and equivalent overseas taxes
• managing a complex set of beneficiaries, in particular where there may be scope for dispute which can be costly in terms of time and money if not handled appropriately
• dealing with challenges to the will itself (whether it be capacity, undue influence or lack of knowledge) or any claims against the estate by disappointed beneficiaries
• working with the PRs and the beneficiaries to determine how the administration fits into the wider family succession strategy
• and determining whether any post death reorganisation is advisable (including deeds of variation and disclaimers)
• managing any trusts that arise as a result of the death or any trust interests that are taxed as part of the estate due to a trust interest of the deceased.