Probate and Estate Administration
Call me on 01245 203902
Probate and Estate Administration – Probate Solicitor Essex
Having been involved Private Client law for over 25 years as a Probate Solicitor Essex, I have administered hundreds of estates of people who have sadly passed away. Accurate administration of estates is essential to ensure that the executors or administrators are correctly protected and beneficiaries receieve what they are properly entitled to, observing where required that HMRC must be fully dealt with also.
Some of the areas I assist you with are as follows:
Obtaining a Grant of Representation
Obtaining a Grant of Probate or Grant of Letters of Administration. Where assets exceed a certain value, a Grant of Representation must be obtained to draw them in. Read more >
Inheritance Tax ("IHT") account preparation/submission
A key way to avoid difficulties with HM Revenue and Customs is to ensure that any Inheritance Tax account is submitted as completely as possible, giving all necessary detail so as to avoid the Revenue picking holes in it and asking difficult questions. Read more >
Inheritance Tax clearance and claims for loss
Until the Revenue provide Inheritance Tax clearance, it cannot be said that they are ready to close their file and could still ask for more tax. This must be applied for. It is also important to claim back any tax that may have been overpaid if assets are sold at less than the value supplied to the Revenue initally. Read more >
Taxation during administration
The Revenue will expect details of any income or capital gains arising during the administation to be supplied to them and, unfortunately, unless the estate is very simple this involves some reporting to HMRC. Read more >
Termination of life interest trusts
It is not uncommon for a life interest or “interest in possession” trust to come to an end when someone dies, and the Revenue must also be told about this. Read more >
About me - Wills Probate Solicitor Essex
I am a Private Client Solicitor with 25 years of experience in looking after clients in this field. Private Client work covers a large number of areas including Will drafting, estate/Probate administration, Inheritance Tax advice, preparation and registration of Lasting Powers of Attorney, trust administration and various other areas.
I have been the Senior Partner of a well respected firm in Chelmsford, Essex and have acted for a large number of high net worth clients over the course of time, many of who have not had simple or easy situations to cater for. I have drafted thousands of Wills, have dealt with hundreds of estates and really enjoy ensuring that clients are properly looked after in the best way that leaves nothing to chance.
I have acted for a large variety of clients over the course of time including multi-millionaires, farmers, business owners and those of more modest means.
Latest Articles
Trusts – HMRC Trust Registration Service – Do you need to register your trust?
Is it necessary to register all trusts with HM Revenue and Customs? CONTENT COMING SOON.
Wills and Estate Planning – Should you own your home as joint tenants or tenants in common?
Joint tenants or tenants in common - does it matter? CONTENT COMING SOON.
Trusts – How can a trustee be removed from a trust if they have lost mental capacity?
How can a Trustee be removed if theY have LOST MENTAL CAPACITY? CONTENT COMING SOON.
Call me on 01245 203902
Private Client Services
Wills and Estate Planning
Probate & Estate Administration
Powers of Attorney
Contact me