How we can help you
We can help you by making sure the necessary forms are completed and legal procedures followed. We will also resolve any issues as they arise.The aspects we will take care of are as follows:
- Collect details of the estate's assets and liabilities.
- Where appropriate, complete Inheritance Tax documentation (form IHT 200) and pay Inheritance Tax.
- Establish if the estate is solvent.
- Establish if there is sufficient money to meet all legacies in full, and deal with any problems if not.
- Complete and return all Probate Registry forms.
- Arrange funds or a loan to pay probate fees and Inheritance Tax.
- Receive the Grant of Probate.
- Arrange the statutory advertisement for creditors and other claimants.
- Present the Grant of Probate to the appropriate authorities.
- Collect all assets due to the estate.
- If the district valuer does not agree with the valuation of the property, negotiate a new value and arrange payment of any extra tax.
- Complete Income Tax and Capital Gains Tax forms for the period of administration.
- Apply for Form 30 and obtain Inheritance Tax Discharge Certificate.
- Release sufficient cash to pay all debts.
- Where relevant, complete stock and share transfer forms and draft an Assent for the house.
- If there has been a claim under the Inheritance (Provision for Family and Dependants) Act 1975, deal with the claim.
- Prepare the estate accounts.
- Administer any trusts or life interests created within the will or statute.
- Obtain approval of the estate accounts and distribute the assets to the beneficiaries of the will.
