Probate and trust administration

Our experienced team provides a professional, sensitive, high quality and efficient service in both estate and trust administration.

Administering an estate after a death can be an arduous and time consuming task to be carried out at a difficult time. Our practical advice and experience will help you ensure that the plans put in place for the next generation are carried out correctly and tax efficiently. Sometimes legacies need to be handled with particular care and sensitivity. We specialise in post-death inheritance tax planning including maximimising the use of exemptions, reliefs and deeds of variation.  Our professional input will help ensure that executors and trustees fulfill their duties and the many pitfalls are avoided.

Our lawyers

Our large, experienced, national team draw together the legal, accounting and taxation knowledge necessary to meet all the challenges encountered in administering an estate or a trust.

Our experience

We have been administering estates for well over 200 years. Recent examples of our work include:

  • The administration of an estate of a business owner who died in tragic circumstances, leaving behind a minor child from his second marriage, adult children from his first marriage, agricultural land, a business in which he was a key individual and a claim against his estate
  • Admininstering an estate of a UK domiciled individual with assets and family based in five different jurisdictions across the globe

Administering a trust requires both professional expertise in relation to trustees' issues and personal understanding of the beneficiaries' individual circumstances. We commonly act as trustees and are able to deal with the technical and personal decisions required of trustees. We can assist in agreeing a suitable investment policy with your investment advisers and help monitor investment performance.

Our advice will help you perpetuate the protection inherent in trusts for the benefit of the next and future generations and to simplify the administration as far as possible while retaining tax efficiency.

Our clients

We act for a wide range of clients including wealthy families and individuals, professionals, business people and landowners both in the UK and overseas. 

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