Probate Services

Estate administration is the process of dealing with a person’s legal, financial and personal tax affairs after they have died.

It involves far more than obtaining a Grant of Probate (Confirmation in Scotland) which is just one element of the process. This means dealing with all their assets (such as property, shares and personal possessions), paying debts and paying any Inheritance Tax and Income Tax. Whatever is left in the estate is then transferred to the beneficiaries. Estate administration can be extremely complex and is required after every death, whether or not there is a Will.

Three rows of books on a bookshelf

What is Involved?

Notifying beneficiaries and addressing their questions

Redirecting mail and managing utilities

Handling Income Tax liabilities

Advising on asset distribution to minimise tax liabilities

Calculating and paying Inheritance Tax

Managing legal paperwork

Contact us.

Each estate is unique, and while some choose to handle this themselves, it can be time-consuming and risky, as mistakes could result in personal liability. We partner with legal professionals to offer this service at an affordable, upfront fixed price, ensuring transparency and avoiding the often higher costs and delays associated with traditional legal firms.