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Legally there are many issues to deal with when someone dies. At an emotional time the last thing you want is to be burdened with dealing with the estate and constant reminders of your loss. To demonstrate the wide range of matters that might need to be considered when dealing with an administration we ask our clients to bring with them, when they first come to see us, the following documents:
- the will and any documents kept with it
- the death certificate/certificate of registration of death
- income tax papers and share certificates
- property title deeds
- bank details, cheque books, and bank statements etc.
- credit cards, building society passbooks
- national savings certificates
- insurance policy documents
- unpaid bills, gas, electricity and telephone accounts
- pension/allowance books
- rent book
There is a world of difference, however, between simply administering an estate and really thinking about how to arrange things most advantageously for the beneficiaries. Inheritance tax, capital gains tax and income tax should all be considered both in the short term and for the future. As an executor you may be dealing with an estate for the first time. Our lawyers deal with administering estates both large and small day in, day out.
To speak to someone who can help with estate administration call, email or request a call back from one of our specialist lawyers.
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