If you have recently lost a loved one, we can help you with the legal matters that arise after bereavement. We understand that losing a loved one can be one of the most difficult and traumatic events that a person can experience, and pledge to advise you in an empathetic yet efficient way.

It might be that you feel confident enough to close accounts, settle liabilities and make payments to beneficiaries on your own and, if so, you may only need us to assist you with obtaining the Grant of Probate. Alternatively, if you are struggling to come to terms with your loss you might prefer that we take care of everything for you from start to finish. Whatever the case may be, our specialists are here to support you.

It is particularly advisable that you speak with a legal professional if any of the following apply to the Estate:-

  • Complex Trust provisions are contained in the Will;
  • The validity of the Will is disputed;
  • The Estate is insolvent;
  • The Estate is liable to Inheritance Tax;
  • The Will makes a mixture of gifts subject to and free from Inheritance Tax;
  • The deceased made large lifetime gifts or lifetime settlements;
  • Tax reliefs such as Agricultural Relief or Business Property Relief apply;
  • The Estate contains unlisted stocks or shares;
  • There are missing beneficiaries;
  • There are disputes between beneficiaries; or
  • The Estate contains foreign or unusual assets.

We offer a free, no-obligation consultation to discuss Probate matters. Contact us today if you would like to book an appointment with one of our specialists. For more information about the general probate process and costs involved click here

If you are due to inherit under the terms of a loved one’s Will, you might want to consider varying your entitled so that (for example) you can forward some of the funds to your children without it adversely affecting your own tax position. This can be done by way of Deed of Variation.

Have you been left out of a Will? Do you feel you should have inherited something? Perhaps you are concerned about the validity of a Will or you doubt the Testator’s capacity to make a Will. Whatever your concerns might be, our specialists can provide you with practical, honest advice about your position.

Are you the Executor or Trustee of an Estate? Has a beneficiary or third party threatened to challenge the Will in any way? If so, our specialists are here to help. We use our varied experience and comprehensive knowledge of Estate Claims to provide you with sensible and honest advice to help you navigate the difficulties of defending a claim against an Estate.

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