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When it comes to estate administration, we can handle everything you can think of (and all the things you might not have considered). 

So from self assessment tax returns to missing beneficiaries, you’ll find we’ve got everything in place to take care of your specific needs.


legal & tax

From applying for the Grant of Probate (confirmation in Scotland) to dealing with Inheritance Tax, estate administration involves a significant amount of specialist legal and tax work. Our team of experts manage all of this work on your behalf. Quickly and efficiently. 


Over a lifetime, everyone accumulates assets and debts. As part of the estate administration process, everything has to be dealt with. Your personal estate manager will handle everything on your behalf so that you have complete peace of mind. 


Estate administration can be complex. That’s why we take on full responsibility and liability so that you don’t have to worry. That means if there's a claim on the estate, you’re covered. Plus our unique estate insurance protects you and your family against claims on the estate for ten years.


Dealing with property

The family home can be the most valuable part of an estate, financially and emotionally. Our property sale service helps you achieve the best price, quickly. Your personal estate manager handles everything from liaising with estate agents to dealing with buyers. 

All the paperwork 

Dealing with HMRC, liaising with utility providers, resolving pension enquiries. All of these tasks are an additional burden at a difficult time. Your personal estate manager will deal with all of the paperwork and make the necessary calls, so you don't have to.

Paying inheritance. Quickly.

You'll want us to deal with the estate and distribute the assets as soon as possible. That's why we try to make initial payments to beneficiaries quickly, and at regular intervals. You and your family will receive whatever you are entitled to as soon as possible.

With us, everything's included in the price

We’ll tell you what we’ll charge up-front. And our guaranteed fixed pricing comes with peace of mind.


Our price includes all the things you've considered...

Valuing all the assets

Valuing the property

Distributing funds to beneficiaries

Producing estate accounts

Completing all Inheritance Tax forms

Applying for probate (confirmation in Scotland)

Dealing with all the debts

Cancelling or transferring utilities

Dealing with trusts

...and all the things you might not have considered

Setting up a Trust in the Will

Your own personal estate manager

Varying the terms of a Will for tax purposes

Estate insurance covering you and your family for 10 years

24/7 online case tracking

Registering an unregistered property

Texts and emails informing you of progress

We take on full legal liability – so if there’s a claim against the estate, we pay

Postal redirection

Arranging for a pet to be rehomed

All income tax work for the tax year of death

Arranging specialist buildings insurance for unoccupied properties