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In a few cases, where the total estate is very modest, then a Grant may not be necessary. In all cases we can assist with completing the forms, at a time when perhaps the family and friends of the deceased may prefer to delegate this obligation to a sympathetic professional.
Jeremy F C Simmonds has extensive experience of this area of practice, dealing with estates amounting to anything from under £10,000 to several million pounds.
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He will do all that is required at all stages in the process from the initial collation of information about assets and values, through the completion of the appropriate tax forms, and drafting the application for Probate, to dealing with HMRC (in Inheritance Tax cases), then collecting in assets on the Executors’ behalf and making distributions to beneficiaries and producing detailed Estate Accounts for the Executors’ approval.
Where appropriate he will also advise on Deeds of Variation and Disclaimer.
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