Probate and Estate Administration

The task of administering an estate after the death of a loved one can often feel overwhelming. If you decide to seek assistance with this process, our team at The Head Partnership has extensive experience of all sizes of estate and we would be happy to provide such support as you require.

Where there is a Will, we can advise on the terms of the Will and where there is no Will, we can explain the intestacy provisions so you can be sure you understand how the estate will be distributed.

Full estate administration

We offer a full estate administration service whereby we can complete the entire task on your behalf, including:-

  • dealing with banks and financial institutions;
  • identifying and settling liabilities;
  • reporting the inheritance tax position of the estate;
  • applying for the Grant of Probate or Letters of Administration;
  • finalising the income and capital gains tax position of the estate;
  • producing such documents as are required to mitigate or remove any capital gains tax liability;
  • liaising with the beneficiaries to distribute and finalise the estate; and
  • producing full estate amounts to ensure transparency in the administration.

For clients opting for our full administration service, we provide a bespoke case plan which will guide you through all the steps of the process. In addition, we will provide regular updates on progress and we have a proactive and focused approach to the administration.

This is the best option if you want to hand over the entire process to an experienced pair of hands and be able to have confidence that all elements of the estate administration will be dealt with.

Bespoke service

It may be that you wish for some assistance with the estate administration but wish to complete some tasks yourself. We are happy to work with you to provide such support and assistance as you require.

In such circumstances, we will review the estate at the outset to determine the steps that will be required. We then work with you to identify who is going to complete each specific task, to ensure that nothing is overlooked. Key to this will be the preparation of a detailed case management plan. This will be the basis of our scope of work and will allow us to work with you to ensure that the full estate is administered correctly.

This is the best option if you want to have involvement with the process of estate administration, but want to have our legal input as and when required.

Grant only applications

If you prefer to deal with the administration yourself but require assistance in obtaining the Grant of Probate or Letters of Administration only, we offer a fixed fee service for such work.  We can assist on such a basis whether the estate is liable to inheritance tax or not.

If you choose to use this service, we will let you know what information will be required for the application so you can obtain this information yourself. Upon receipt of all of the information required from you, we will then prepare the required inheritance tax return, together with the application for the Grant.  We will liaise with HMRC and the Probate Registry on your behalf, in order to obtain the Grant.

Please note this is a limited service.  It is only suitable in circumstances where you do not require legal advice on the estate administration itself, and you simply wish for legal assistance with obtaining the Grant.

No Grant required

If your estate does not require a Grant of Probate or Letters of Administration, there may still be legal assistance required, for instance, you may need property to be transferred. We can assist with this and can advise what is required.

Deeds of variation

During an estate administration, the beneficiaries have an opportunity to complete inheritance tax planning themselves. Where their own estate already has an inheritance tax liability, they may choose to divert their new inheritance to their ultimate beneficiary, thus avoiding a double inheritance tax liability. We can advise on the inheritance tax position and produce the necessary documentation to affect these changes.

Pricing structure

For full details of our pricing structure please click here.

Who to contact

If you would like more information in respect of this service including details of fees and expenses and an idea of the process involved and how to get started then please contact:

Head of Department

Catherine Whitaker
Tel. 01491 570900

At our Reading office:

Shirah Blackwood                                                     Jessica Williams
Tel: 0118 338 3263                                                 Tel: 0118 920 9497

Priya Sharma                                                           Lauren Williams
Tel: 0118 338 3262                                               Tel: 0118 338 3264

Kaley Penniston                                                            Emma Harrison

Tel: 0118 920 9497                                                    Tel: 0118 920 9497

 

At our Henley-on-Thames office:

Catherine Whitaker                                                     Elizabeth Moffitt

Tel: 01491 570900                                                       Tel: 01491 57090

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