What we can do to help you ....
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Collect details of all assets and liabilities in the estate |
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Complete form IHT 200 as required and pay Inheritance Tax when requested |
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Establish if the estate is solvent |
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Establish if there is sufficient money to meet all legacies in full – if not, deal with the subsequent problems |
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Complete and return all Probate Registry Forms |
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Arrange funds or a loan to pay probate fees and Inheritance Tax |
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Receive the Grant of Probate |
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Place the Statutory advertisement for creditors and other claimants |
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Present the Grant of Probate to the appropriate authorities |
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Collect all the assets due to the estate |
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If the District Valuer has not agreed with the valuation of the property, negotiate a new value and arrange payment of the extra tax |
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Complete the Income Tax forms and Capital Gains Tax forms for the period of administration |
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Apply for Form 30 and obtain Inheritance Tax Discharge Certificate |
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Release sufficient cash to pay all debts |
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Where relevant, complete stock and share transfer forms and draft an Assent for the house |
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If there has been a claim under the Inheritance (Provision for Family and Dependants) Act 1975, deal with the claim |
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Prepare the Estate Accounts |
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Administer any trusts or life interests created within the will or statute |
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Obtain approval of the Estate Accounts and distribute the assets to the beneficiaries of the will |