Probate and Trusts
At a time when legal and financial formalities may be the last thing on your mind our approachable and supportive team are on hand to offer a professional yet personal service.
Step by step our specialist team will guide you through the procedures involved in dealing with an estate including:
♦ Explaining the terms of any Will or the transfer of assets where no Will has been made.
♦ The duties of the Executors or Administrators.
♦ Calculating any Inheritance Tax liability and advising on how to finance it.
♦ Tax planning issues for beneficiaries.
♦ Settlement of debts.
♦ The legal procedure and paperwork involved in valuing and releasing assets (known as obtaining the Grant of Probate or Letters of Administration).
♦ Transferring assets to beneficiaries.
♦ Administering ongoing Trusts in the Will.
♦ Winding up an estate and accounting to the beneficiaries.
♦ Dealing with any potential disputes or conflicts arising from the Will.
♦ Putting beneficiaries in contact with an Independent Financial Advisor for investment advice.
We will deal with your affairs efficiently and sensitively and in accordance with your priorities. We will provide you with a realistic estimate of anticipated costs and timescales and keep you informed of progress at each step.
We will explain any potential complications which may arise at an early stage to avoid any hidden surprises.
Should you require it we have a panel of Independent Financial Advisors who are able to offer truly impartial advice on the investment of any inheritance you may receive.
We are also able to advise on all aspects of the creation and administration Trusts including:
♦ Taxation planning issues
♦ General Trust administration.
♦ The fulfilment of Trustees legal and statutory duties.
♦ Safeguarding Trust assets.
To discuss any of these issues further please do not hesitate to contact:our