We take care of estate administration.
Quickly and completely.
Our proactive, transparent approach means that you can rest assured we’re always on top of what needs to be done. And when you want to check on progress, you can track your case online or speak to your personal estate adviser at any time.
We only do one thing:
We’ve helped thousands of families receive their inheritance from estates big and small. Our specialist tax and legal teams can advise on any situation. Estate administration is all we do, every day, for families in all sorts of circumstances.
With us, everything's
included in the price.
We’ll tell you what we charge up front. And our guaranteed fixed pricing comes with peace of mind. So if you ever want to ask a question, call us. We'll never be watching the clock.
You can check progress online any time using our case tracker, Insight. While we embrace technology, we're not bound by it. So for queries and advice just pick up the phone to your personal estate manager.
Complex situation? There’s nothing we can’t handle.
From self-assessment tax returns to pet re-homing, you’ll find we’ve got everything in place to take care of your specific needs.
Completing all Inheritance Tax forms
Specialist buildings insurance
Arranging for a pet to be re-homed
Applying for probate (confirmation in Scotland)
Setting up trusts in a Will
Registering unregistered properties
Distributing funds to beneficiaries
Income Tax work for the tax year of death
24/7 online case tracking
Producing estate accounts
Cancelling or transferring utilities