Document Actions
Estate Administration
Estate administration can be complex and time consuming and the loss of a loved one can be a difficult time. Dealing with their estate is a personal and sensitive matter.
Aspects of estate administration can include: -
Aspects of estate administration can include: -
- Ascertaining the value and nature of the estate.
- Completing the necessary documentation to lead to the Grant of Probate or Letters of Administration.
- Calculating Inheritance tax payable and how it should be paid.
- The administration of the estate and making payments to beneficiaries.
- Preparing of detailed estate accounts.
- Preparing and filing the tax return for Income tax, Capital Gains and Inheritance taxes, as required.
- Preparation of Deeds of Variation to mitigate any Inheritance tax that may be payable.
- Probate disputes.
Pengillys can deal with either the whole administration or provide advice on specific issues.
Pengillys' Specialist Trusts, Tax and Probate Team:
Stephen Jones, Partner
Chris Berry, Partner
Edward Lilley, Partner
Samantha Melville, Solicitor
Katherine Ashley, Solicitor
David Naerger, Paralegal
