When someone dies, dealing with their estate can be an upsetting and emotionally difficult task. We help to minimise the stress, acting for executors and family members, to ensure that the estate is administered correctly. We look after families and individuals over many decades, as well as business owners and directors, providing them with advice on inheritance tax, intestacy and grants of representation.
Whether your loved one left a will or not, we can help to wind up their affairs in an hassle-free and compassionate way, with as little inconvenience as possible. We’ll work with any executors to make certain everything goes according to either the will or the law, and we can provide specialist advice on inheritance tax, minimising the liability through careful application of exemptions and reliefs.
We understand the complex provisions of the inheritance tax legislation and the exacting requirements of HMRC. As a result, we can ensure all appropriate claims for reliefs and allowances are made. We can also deal with queries raised by HMRC.
Other taxes such as capital gains tax and income tax may be relevant and there may be scope for mitigation. We can also help if there is a trust involved.
We’ll handle all the paperwork, leaving you to deal with the more practical issues, such as personal items. We’ll also collect in any assets needed and help to prepare the estate’s accounts for distribution to each beneficiary.
Every now and again, there may be doubt surrounding how the will was made, or family members might feel that the will doesn’t make adequate provisions for dependents. If a disagreement occurs between beneficiaries, our specialists will mediate – often, all that’s required is a clear explanation of the process so that everyone understands what’s happening.
We can also advise, for example, on cases where someone has been appointed as an executor, but doesn’t want to act. No matter the situation, we’ll help to iron out the uncertainties and provide you with considered, trustworthy advice.
One mother, whose daughter died in her twenties, found that Apple was rigid and obstructive in giving her access to her daughter’s iPhone and iCloud contents, but came to Jenny Raymond for help.view full case study