When someone dies, dealing with their estate can be an upsetting and emotionally difficult task. We help to minimise the stress, acting for personal representatives 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 and grants of representation (including on intestacy).
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Whether your loved one left a will or not, we can help to wind up their affairs in a hassle-free and compassionate way, with as little inconvenience as possible. We’ll work with any personal representatives 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, allowances and exemptions 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.
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Cheltenham private client
Hereford private client
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Thames Valley private client
Worcester private client
Wye Valley private client
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. To help you familiarise with the terms, see our glossary here.
Hauke Harrack assisted the family of a farming client when a homemade will did not quite reflect the deceased’s wishes.view full case study
Our clients were the trustees of a collection of trusts. They wanted to be sure all the trusts were being administered properly, legally, and as intended by their creator.view full case study
When the wording of a will was disputed by family members, private client partner Laura Banks and disputed wills, trusts and estates partner Beth-King Smith, along with solicitor Leanne Harle, provided advice to the daughter of the deceased.view full case study
When a man died leaving an international estate but only a single copy of his will, Alexandra Svennevik was contacted by his children to provide guidance. The estate spanned several continents, adding complexities to inheritance tax considerations and applicable laws.view full case study
The administration of an estate can be difficult at the best of times – particularly so if it’s a...Read full testimonial→