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Estate Management
and Probate

Estate Management and Probate

Everyone has to deal with death at some point, and the last thing you want if you’re coping with bereavement is confusion and red tape.

Similarly, most people want to ensure their affairs are in order before their death. Not only to ensure their legacy passes to their loved ones as they see fit, but also to spare them a potential bureaucratic nightmare.

Our team of friendly experts is here to help you with:

  • estate administration – providing advice on all aspects of handling your estate, or helping you with complex admin if you’re the executor
  • beneficiaries – offering guidance on your entitlement, or on the handling of personal representatives’ administrative burden
  • trusts – advising trustees on their accounting requirements and on the administration and winding up of a trust when a beneficiary dies
  • dying without a will – advice to personal representatives on their responsibilities and liabilities
  • Inheritance Tax – reducing your tax burden with deeds of variation or disclaimers
  • acting as executors – of a client’s will through the firm’s partners
  • dealing with disputed wills and estates
  • accounting – including the preparation of estate accounts, lifetime income tax and administration taxation.

“They are one of the biggest players in the South West, they are a specialist team and I would unhesitatingly recommend them.”

Chambers Guide to the Legal Profession – HNW Guide.

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