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PROBATE AND ESTATE ADMINISTRATION

The legalities involved following a death in the family can be overwhelming, it is a difficult time. We can guide you, and explain how that person's estate will pass (under the terms of his or her Will or the rules of intestacy) and what steps are needed for probate and tax purposes.

We administer simple and complex estates for those who die domiciled in the UK or abroad. Should a claim be brought (or need to be brought) against the estate we would work closely with our litigation colleagues in the conduct of the claim.

Typically, our clients refer to us for our expertise in:

  • Preparation of the necessary probate papers to apply for a grant of representation
  • Completing HM Revenue and Customs forms, including any claim for a transferable nil rate band between spouses and civil partners
  • Preparing estate accounts to ascertain the amount of Inheritance tax due
  • Advising how to raise funds to pay any inheritance tax due
  • Collecting in assets and settling all liabilities, advertising for creditors and dealing with all aspects of distribution of the estate
  • Reporting any changes in the nature of the estate, post-Grant, to the Revenue and arranging for clearance, if necessary
  • Liaising with foreign lawyers in order to realise foreign assets and obtain a grant of probate in a foreign jurisdiction (including re-sealing of grants of probate)
  • Negotiating with the Revenue on valuation issues
  • Devolution aspects and any issues raised due to the particular way in which the Will has been drafted or on intestacy to include deeds of rectification
  • Domicile issues and resolving these with HM Revenue and Customs
  • Tax planning measures which can be achieved by varying the terms of the Will, using a Deed of Variation, within two years of death

For further information on the services we offer, please contact Matthew Duncan or Arshoo Singh on +44 (0) 20 7814 1200 or email mduncan@kingsleynapley.co.uk or asingh@kingsleynapley.co.uk.

Case Studies

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Downloads

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