Making estate administration straightforward
‘From dealing with the estate to Inheritance Tax advice, we’re here to help’
If you’ve been named as the executor of an estate, or you are involved in estate administration, you can find yourself facing lots of issues you’ve never had to deal with before. We’re here to offer professional advice and support.
Your trusted adviser
We can help take away the burden and the worry of estate administration, and can look after a range of services for you. From collecting assets to paying debts and making sure that beneficiaries are paid promptly, you can leave it all to us.
- Dealing with tax and trusts
You don’t want the taxman to benefit at the expense of your loved one’s beneficiaries. We can give you Inheritance Tax advice to help you benefit from all of the thresholds and relief available. We may also be able to help you minimise your own Inheritance Tax burden if you are a beneficiary in the Will. It might be that setting up a trust can be a good way to protect assets for the long-term – we can advise you on the most effective way of providing for the future.
- Maximising the value of the estate
You may be faced with a complex financial situation when dealing with a Will. We can simplify the banking arrangements so that the estate accounts can be produced easily and cost-effectively. We can also work with other professionals to help you maximise the value of the estate when you’re selling a home – or stocks and shares.
- Providing specialist support
Your loved one may have left foreign assets, such as a holiday home, which can lead to complications. Our estate administration team includes specialists who can deal with all aspects of foreign estate administration. We can work with lawyers abroad and provide you with Inheritance Tax advice every step of the way.
“What the team is known for: Bath-based team dealing with complex domestic and international matters. Handles offshore trust work, asset protection and estate administration. Also advises on Court of Protection proceedings and issues concerning vulnerable people. Strengths (Quotes mainly from clients): “Good, clear advice provided without delay.” Notable practitioners: James McNeile (Band 2) leads the group and advises domestic and international clients on estate and tax planning and trust management. Market commentators say he has “a fantastic reputation.”” Chambers 2017 South West
“What the team is known for: Advises clients from its Oxford and Swindon offices on trusts, tax and estate planning matters, wills and estate administration. Adept at handling contentious probate and trusts work. The firm has its own trust company, providing advice to trustees. Strengths (Quotes mainly from clients): “They are strong in estate planning and trusts.” “They’ve been very good and very easy to deal with.” Notable practitioners: Tom Gilman’s (Band 2) practice focuses on inheritance tax issues, wills, trusts and estates planning and administration. He also has capability advising on Court of Protection matters and powers of attorney. A client notes: “He is thoughtful, careful and he has always given me excellent advice.”” Chambers 2017 Thames Valley Oxford, Swindon & Surrounds
“Royds Withy King’s Becky Ricards Small handles personal injury trusts, while department head James McNeile undertakes international work.” Legal 500 2016 South West