Direct Line 01274 377284
We deal with the administration of estates of any size (from insolvent to high net worth) in a cost-efficient manner, working closely with the personal representatives.
In smaller estates our involvement can be limited to obtaining a grant of probate on behalf of the executor, for which a fixed fee may be appropriate.
For larger or more complex estates our experienced team can assist with the following:
We will always endeavour to administer the estate in a tax efficient manner, and we will advise the executors of any means available to mitigate the inheritance tax or capital gains tax payable to HMRC.
We are also able to act for beneficiaries if they are in dispute with the executors, and act for either executors or beneficiaries where the validity of a Will is challenged, or proceedings have been issued under the Inheritance (Provision for Financial Dependants) Act 1975.
If you are interested in understanding how our private client team can help you please contact us on 01274 306 000.