Following the death of an individual we advise personal representatives and beneficiaries on aspects of administering an estate. In cases where our partners are appointed as executors of a Will then we handle the whole process.

This starts with practical help on what to do when someone dies. At this most difficult time, we advise on the steps to be taken to administer the estate and carry out the provisions of any Will.

This allows us on behalf of the personal representatives to gather in the estate assets, account for any taxes, discharge the debts and distribute the estate to the beneficiaries.

There is also the opportunity to consider post-death tax planning. We are able to consider whether a Will of the disposition of the estate may be varied so as to achieve a saving of inheritance tax.

We have considerable experience of inheritance tax saving in these areas.

Through our professional connections we can introduce beneficiaries to independent financial advice.