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Probate

Expert probate assistance leading to seamless estate planning.

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Overview Services Our team Our work What others say Pricing Insights

Administering the estate of a deceased person requires specialist knowledge and expertise.

Our Probate team deliver an exceptional probate service backed by a comprehensive understanding of private client services and estate planning.

We are dedicated to providing a personal, empathetic approach during what is a challenging time for families.

Ensuring a fair and transparent fee structure, with charging based on the complexity of the work rather than a percentage of the estate’s value guarantees our clients receive the best possible value for our probate services.

Our probate expertise encompasses all areas, including agricultural and business property relief claims, inheritance tax (IHT) planning, heritage property matters, cross-border estates and dispute resolution.

We handle all tax compliance aspects with precision and professionalism and will also consider what further inheritance tax planning may be appropriate for the family moving forward, ensuring a sensitive, seamless and efficient process.

Services

Post-death inheritance tax planning

Guidance on minimising the IHT burden through strategic planning and legal variations.

Negotiating property relief claims

Expert assistance in securing relief claims to reduce IHT on agricultural and business properties.

Heritage property matters

Handling heritage property claims and setting up funds for maintenance and preservation.

Cross-border estates

Managing estates with international assets, coordinating with foreign legal entities.

Continuing private trading business

Support for estates with ongoing businesses, including refinancing and operational guidance.

Dispute resolution

Resolving conflicts related to the estate through negotiation and legal action.

Tax compliance

Ensuring full compliance with tax regulations throughout the estate administration process.

Our team

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Examples of our work

£55 million landed estate

Managing an estate involving successive deaths, heritage relief claims and refinancing, and resolving potential claims against the estate.

Heritage relief claims

Managing a large estate comprising significant chattels and submitting conditional exemption and acceptance in lieu claims.

Cross border co-ordination

Managing the administration of a non-UK domiciled deceased individual’s estate, involving seeking and coordinating advice in three other jurisdictions with different succession laws.

Successful farmer

Managing the estate of a successful farmer, resolving complex succession issues among the wife and three children with conflicting interests.

Complex estate

Managing a large estate with complex inheritance and valuation issues, including the lifetime sale of his company and setting up lifetime trusts.

Two separate families

Managing an estate for a deceased individual with two families, addressing complex lifetime gifting and maintenance issues through effective mediation.

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What others say

“Their opinions are written in a clear and precise manner that is easy to understand. They have a very good appreciation of the UK tax laws and can communicate this in a way that is easy to understand.”

Chambers UK 2024

“The team is responsive and keeps the client informed. The lawyers are technically excellent and have a human touch.”

Chambers UK 2023

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Pricing and service information

What you can expect from our probate service.

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Insights

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