Meet with you to discuss the probate process, review the Will and estimated estate and provide an action plan. The initial consultation is free of charge, following which we will give you an indication of our costs and the basis on which charges are made

Review the deceased’s papers and identify those that are relevant and if necessary additional information that will be required

If there is no Will, we will assist in identifying who will inherit the estate under the intestacy rules and who is eligible to apply for the Grant of Letters of Administration

Notify the various asset holders of the death and obtain official probate valuations of the assets and liabilities at the date of death

Analyse any significant lifetime gifts made by the deceased in the seven years before their death and the tax implications of such gifts

Notify the authorities and other relevant third parties to obtain further valuations and income tax information

Where relevant prepare the deceased’s self-assessment tax return for the period to the date of death to determine any income tax or capital gains tax liabilities at the date of death

Collate records and data for the purposes of completing the inheritance tax return

Advising on available IHT reliefs or exemptions available and making required applications

Preparation of inheritance tax forms and supporting schedules to be submitted to HMRC

Calculating and advising regarding any inheritance tax payable (IHT)

Applying for the Grant of Probate

Collation of assets, payment of debts and distribution to beneficiaries

Preparation of Final Estate accounts (if applicable)

Advise in potential tax savings through a variation to the Will

Calculating potential Capital Gains Tax Liabilities and Income Tax liabilities arising on the estate

Preparation of tax returns required during the administration period