Full Administration
Our legal and accountancy professionals offer a full estate administration service for executors, administrators and attorneys. If required, our fiduciary company is able to act as principal or agent.
Our full estate administration service spans from registration of the death through to the distribution of assets to the beneficiaries. Our experts will ascertain the assets and liabilities of the estate and establish the gifting pattern of the previous seven years if appropriate. Once complete, we will prepare all of the necessary inheritance tax returns and court documentation and liaise accordingly with HM Revenue & Customs and HM Courts & Tribunal Service.
Throughout the process, we liaise with the estate’s beneficiaries and all other third-parties, encashing or transferring assets as appropriate, paying legacies and dealing with all of the taxes of the estate administration period. As the process concludes, our accountants submit a detailed set of accounts for approval alongside any tax reporting documentation for the estate’s beneficiaries.
In Practice
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