• 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, Principal

Chris Berry, Principal

Edward Lilley, Principal

Katherine Ashley, Solicitor

David Naerger, Paralegal