Administration of Estates
We understand that the period following the death of a close friend or relative is a difficult time and the responsibility of dealing with the administration of an estate at a time when you are bereaved can be daunting. We offer a sensitive yet practical service, helping to deal with the legal challenges that such an event presents.
We appreciate how important it is to have someone to guide you personally through the probate and estate administration process and we provide you with a specialist expert who will be available throughout. We are proud to have achieved the high standards required by the Law Society’s Wills and Inheritance Quality Scheme (WIQS) and combine our specialist knowledge and many years of experience with an understanding and considerate approach.
We offer a no-obligation initial meeting with a specialist lawyer to explain the administration process and then provide a fixed fee for the service you require which provides certainty to you from the outset.
Depending on your requirements, we can assist with all stages of the administration process or we can limit our involvement to just one or more stages of the process.
Our full estate administration service includes advice and assistance throughout all stages of the process including of course keeping you updated throughout. We deal with all aspects of the Inheritance Tax compliance, including making claims for available reliefs and allowances, and can advise on any other available tax mitigation options. We can also prepare any necessary Income Tax returns to the date of death and for the administration period. Where there are Trusts in the Will, we can provide full advice on these, including on implementation and on the ongoing administration, together with advice on the tax implications.
Alternatively, if you would prefer our involvement to be limited to obtaining the Grant of Representation then we can provide a Grant Only service allowing you to then deal with the administration to conclusion. With this option, we prepare the relevant paperwork for HM Revenue & Customs and for the Probate Registry, deal with payment of any IHT due at that stage, apply for the Grant and then provide this to you on receipt.
Our Wills and Probate team has many decades of collective experience in delivering high quality work. Click here for their biographies.
Full details of our charging structure and an outline of the services we provide can be found here:
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"TWM are an efficient organisation. They are easy to contact and deal promptly with queries either by phone or email."
Chambers HNW Guide 2020