Executor support

Our team helps executors to get it right.

While we can apply for the Grant of Representation or deal with the entire Estate Administration when someone dies, we are also able to help executors or administrators who wish to obtain a grant and wind up an estate themselves.

We can assist with all or any of the tasks involved in administering an estate. Our ancillary services include:

• providing initial advice and support such as guidance on the terms of any Will or the distribution on intestacy, and on administrative procedures and requirements
• arranging for estate assets to be valued for probate purposes
• vetting Inheritance Tax accounts and returns of estate information
• corresponding with HM Revenue & Customs on Inheritance Tax and Capital Gains Tax issues
• winding up the deceased's lifetime tax affairs (see Personal Tax Returns)
• collecting and distributing money
• selling or transferring estate assets including freehold and leasehold property
• dealing with tax compliance work for the administration period
• advising on executor protection
• setting up any trusts created by the Will or intestacy
• disbanding nil rate band Discretionary Trusts and other types of testamentary trust
• preparing Estate Accounts
• advising on Probate Disputes and Inheritance Act Claims
• tax planning by way of Post-Death Arrangements.

For further information please contact one of the team.