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.
From applying for the Grant of Probate (Confirmation in Scotland) to dealing with Inheritance Tax, estate administration involves a significant amount of legal and tax work. Our team of experts manage all of this work on your behalf. Quickly and efficiently.
Estate administration can be complex. That’s why we take on full responsibility and liability so that you don’t have to worry. We'll take care of everything you can think of and all the things you might not have considered.
The family home can be the most valuable part of an estate, financially and emotionally. To help deal with this crucial part of the estate administration, we work with specialist property partners to be able to help you achieve the best price, quickly, and to manage the legal requirements of selling or transferring a property.
Your personal estate manager will deal with all of the paperwork and make the necessary calls, so you don't have to. This includes dealing with HMRC, liaising with utility providers, resolving pension enquiries and more. All of these tasks are an additional burden at a difficult time.
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 your entitlement as soon as possible.
Probate has become the term commonly associated with handling an individual's estate after they've died but it is just one component of administering an estate. Estate administration is so much more. It’s the process of sorting out a deceased person’s legal and tax affairs. Everything from bank accounts, belongings and property to debts, pensions and Inheritance Tax.
We are completely transparent with our pricing structure. We will tell you the fee to administer the estate upfront, giving you time to carefully consider and compare.
Due to more dynamic family structures and individuals increasingly owning more assets than ever before, it may not come as a surprise that inheritance disputes have been on the rise since 2015. Last
When a loved one dies and they have a life insurance or assurance policy, that policy may pay out a very significant sum. It’s only natural to question whether the payout forms part of their estate,
Inheritance Tax (IHT) can be a difficult concept to comprehend, especially for those who have never had to attempt the complex process of dealing with a loved one’s taxable estate before. To put it
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