Death is, sadly, a fact of life and there may be occasions where you, as an potential executor or legal personal representative, are responsible for sorting out the deceased's estate and settling any liabilities, including inheritance tax. Obtaining authorisation to do this is extracting probate.
It is a sensitive time for all involved.
Our skilled team can help you with the process where there is no expectation of any challenges in how the estate is to be handled (called "non-contentious probate"), including completing all the forms to obtain probate, gathering in the assets, reporting to HM Revenue & Customs in regard to Inheritance Tax, obtaining the grant of probate/letters of administration, settling liabilities and then distributing the estate in accordance with the will of the deceased.
We keep you advised every step of the way and we can advise you of any tax planning that might be available.
Details of our probate accreditation can be viewed at icaew.com/probate under reference number C005358498. The probate regulations can be accessed at icaew.com/regulations