Estate & Probate Services

Comprehensive probate administration and estate planning services designed to minimise costs and tax liabilities while ensuring full regulatory compliance.

Probate Administration

Our probate administration services provide comprehensive support for executors and administrators, ensuring efficient estate administration with maximum tax efficiency.

Probate Application

• Probate application preparation and submission
• Inheritance tax reporting (IHT400, or the excepted estate declaration that replaced form IHT205 for deaths on or after 1 January 2022)
• Document gathering and verification
• Probate Registry liaison
• Grant of probate or letters of administration

Estate Valuation

• Property valuations and surveys
• Investment portfolio valuations
• Business interest valuations
• Personal possession valuations
• Bank account and asset identification

Asset Management

• Asset collection and realisation
• Property management and sale
• Investment management during administration
• Debt identification and settlement
• Beneficiary distribution planning

Estate Accounts

• Detailed estate accounts for beneficiaries
• HMRC estate accounts submission
• Final distribution statements
• Estate administration reports
• Beneficiary communication and updates

Tax Planning Services

Our tax planning services help minimise inheritance tax, capital gains tax, and other tax liabilities arising during estate administration.

Inheritance Tax Planning

• Nil rate band and residence nil rate band optimisation
• Business property relief and agricultural property relief claims
• Potentially exempt transfer (PET) analysis
• Annual exemption and small gifts exemption utilisation
• Charitable giving and legacy planning

Capital Gains Tax Planning

Our capital gains tax planning minimises CGT liabilities.

• Annual exemption utilisation
• Principal private residence relief
• Asset disposal timing optimisation
• Beneficiary tax planning
• Trust creation for tax efficiency

Income Tax Management

• Estate income tax returns
• Beneficiary income tax planning
• Tax-efficient distribution strategies
• Trust income tax management
• HMRC liaison and representation

Tax Compliance

• Inheritance tax return preparation and submission
• Estate income tax returns
• Capital gains tax returns
• Beneficiary tax advice
• HMRC enquiry support

Trust Services

Our trust services provide comprehensive support for trust creation, administration, and ongoing management to preserve wealth and optimise tax efficiency.

Trust Creation

• Discretionary trusts
• Interest in possession trusts
• Bare trusts
• Charitable trusts
• Life interest trusts

Trust Administration

• Trust deed preparation and execution
• Trustee appointment and management
• Beneficiary management and distributions
• Trust asset management
• Trust accounting and reporting

Trust Tax Compliance

• Trust tax return preparation
• Trust registration with HMRC
• Trust tax planning and optimisation
• Beneficiary tax advice
• HMRC trust enquiries support

Multi-Generational Planning

• Multi-generational estate planning
• Wealth preservation strategies
• Family governance structures
• Succession planning integration
• Ongoing trust management and review

Estate Planning

Our estate planning services help individuals and families develop comprehensive strategies to preserve wealth, minimise tax liabilities, and ensure efficient wealth transfer.

Will Planning

• Will review and optimisation
• Tax-efficient will structures
• Legacy and charitable giving planning
• Beneficiary protection structures
• Will updates and amendments

Lifetime Planning

• Gift planning and potentially exempt transfers
• Annual exemption utilisation
• Business and agricultural property relief planning
• Pension planning and inheritance tax
• Property ownership structures

Wealth Preservation

• Trust structures for wealth preservation
• Family investment company structures
• Asset protection strategies
• Multi-generational planning
• Family governance frameworks

Business Succession

• Business succession strategies
• Business property relief optimisation
• Family business transfer planning
• Management buy-out support
• Exit planning and tax efficiency