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Private Wealth
Estate Administration Following Death
Support When You Need It Most
Losing a loved one is incredibly hard, and managing their estate can feel overwhelming — especially if you have been named as an executor or if there is no Will in place. Even estates that appear simple can become complicated once tax, assets, and legal formalities are reviewed.
Our Private Wealth team has many years of experience dealing with estates of all sizes and levels of complexity. We guide you through the process with clarity and care, taking as much of the burden from you as possible, while keeping you fully informed at every stage.
What Estate Administration Involves
When someone dies, their estate must be handled correctly and lawfully. We can manage the full administration on your behalf, or provide support with specific steps if you prefer to remain more hands-on.
Our work includes:
Obtaining the Grant of Representation
This may be a Grant of Probate if there is a Will, or Letters of Administration if there is no Will.
We prepare the application and all supporting paperwork.
Preparing Income Tax and Inheritance Tax returns
Tax matters can be complex, especially where property, investments or lifetime gifts are involved. We handle the calculations and submissions to ensure everything is accurate and compliant.
Administering any ongoing trusts
Some Wills create trusts that must be managed during estate administration. We advise executors and trustees on their duties and help with the practical steps involved.
Gathering and distributing the assets
This includes collecting funds, closing accounts, settling liabilities, preparing estate accounts, and distributing the estate to the correct beneficiaries in line with the Will or the intestacy rules.
A Service Built Around You
Whether you need full support or help with only part of the process, such as obtaining the Grant of Representation, we will adapt our service to what you need. Our aim is to make a difficult period as straightforward as it can be.
Speak to Our Estate Administration Team
For clear, steady guidance during estate administration, please contact Claire Binyon or Habiba Ahmed.
We are here to help with professionalism, empathy and practical support when it matters most.
Email Claire Binyon, Habiba Ahmed, or Stephen Bottomley.
