We provide a range of services which cover all aspects of probate and wills. We are able to tailor these to your specific needs to alleviate any worries when dealing with loss.
Applying for probate and dealing with inheritance tax matters can be a complicated and stressful process. We aim to make it as simple and pain free as possible by taking care of every step for you. All we need to start is an initial call or meeting (which can be via video) in order to understand your circumstances and individual requirements.
You will need some basic information so we can begin our work including:
• The deceased’s will (if available)
• Death certificate; and
• Brief summary of all known assets and liabilities.
We are able to obtain the majority of information from third parties such as banks and other financial institutions.
If you are struggling to find a will for someone who has recently deceased you can complete the following steps:
1. Search the house
2. Ask their solicitor
3. Ask their bank.
If you are still unable to locate a will then please contact us and we can assist in either carrying out a search or applying the intestacy rules.
The period between death and distribution of the assets to beneficiaries is called the ‘administration period’. This is the period where you gather the information of the deceased’s assets and liabilities, complete the inheritance tax returns, apply for probate, take control of the assets and settle the liabilities.The estate has certain reporting obligations during the estate administration period which can include preparing estate accounts, completing trust tax returns and settling tax liabilities. We can deal with these matters for you giving you complete peace of mind.
Your will sets out how you wish for your estate to be distributed upon your death. If it imperative that it is set up and completed correctly to ensure that it is valid and cannot be contested.We can create your will based on your current wishes and intentions from discussions with you.
Trusts have a number of tax reporting obligations in relation to income tax, capital gains tax and inheritance tax.Whatever type of trust structure you have in place we can complete the necessary tax return forms to ensure compliance.
LPAs provide someone else with the authority to act on your behalf for a variety of matters should you become incapable or incapacitated in any way. The matters in which they can act include health and financial matters. Without them it can be extremely difficult to manage the affairs of a loved one who has lost the ability to do so themselves.We can set up LPAs, in accordance with your wishes, very quickly and explain the circumstances that they are appropriate.
Inheritance tax can become an unwelcome financial burden during a time in which your loved ones are already dealing with a tremendous loss.Our effective inheritance tax planning can be implemented quickly and with minimal fuss to ensure that inheritance tax is minimized wherever possible (and even reduced to nil in some circumstances).
