Our expertise includes:
Estate Administration
We assist with all aspects of administering an estate, including identifying and valuing assets, dealing with financial institutions, settling liabilities, preparing estate accounts, and distributing assets to beneficiaries. We act in both straightforward and complex estates, including those involving trusts, business interests, or overseas assets.
Estate Taxes
We advise on inheritance tax and related estate tax matters, including preparing inheritance tax returns, advising on exemptions and reliefs, arranging payment of tax, and liaising with HM Revenue & Customs.
Executor Duties
We advise executors and personal representatives on their legal duties, responsibilities, and potential personal liabilities. Our support helps executors manage risk, comply with legal requirements, and navigate the administration process with confidence.
International Probate
We advise on estates with overseas elements, including foreign assets, international beneficiaries, and cross-border succession issues. Where required, we coordinate with trusted foreign advisers to ensure a seamless approach.
Deeds of Variation
We advise beneficiaries on the use of deeds of variation to alter the distribution of an estate post-death, whether for tax planning purposes or to reflect family arrangements.