Losing a loved one is an emotionally challenging experience, and for many families in the UK, this is compounded by delays in the probate process. In 2024, Personal Representatives (PR) are increasingly facing extended waiting periods to distribute estates, which has brought new financial and emotional stress. Here’s what you need to know if you find yourself dealing with estate administration and probate this year.

Following a summer of political change and a new Labour Government, the Autumn Statement by the UK’s first female Chancellor, Rachel Reeves, brought forward long-anticipated updates to taxes, minimum wage and business reliefs.

When a person who is domiciled in a foreign country passes away, and holds assets in England and Wales, a Grant of Representation may be required to administer their estate. However, if a Grant has already been obtained in a foreign jurisdiction, there is a process known as resealing the Grant. This allows the foreign Grant to be recognised in England and Wales without the need to apply for a new one. In this guide, we’ll explore what resealed Grants are, how the resealing process works, and what challenges can arise.

The Residence Nil-Rate Band (RNRB) was introduced as part of a broader effort by the UK government to alleviate the impact of Inheritance Tax (IHT) on middle-class families, particularly those whose primary asset was the family home. It was first announced in the 2015 Summer Budget by then-Chancellor, George Osborne. The government recognized that rising property prices were pushing more estates over the IHT threshold, and many families were being forced to pay large tax bills on modest estates, especially when passing down family homes to children or grandchildren.

Starting from 9 September 2024 in England and Wales all deaths will have to be referred to Medical Examiners. In this blog, we give a quick overview of the incoming changes and how they are revolutionising death certification.

When it comes to probate and estate administration in the UK, the regulatory landscape extends beyond the Solicitors Regulation Authority (SRA). Many organisations, including the Institute of Chartered Accountants in England and Wales (ICAEW), also regulate these services, ensuring high standards and professionalism.

When considering the role of an Executor, many people underestimate the complexity and responsibilities involved in administering an estate. This oversight can lead to significant financial and emotional burdens, as illustrated in the below case study.

If you missed our social media gifting series from June and July,we've consolidated all our posts and are taking the opportunity to delve deeper into the nuances of Inheritance Tax (IHT) and gifting.

Inheritance Tax (IHT) is a significant concern for many families in the UK. With frozen thresholds and increasing property values, more estates are subject to this tax. This blog explores the essentials of IHT and offers insights into mitigating its impact. While we are experts in estate administration, we do not provide financial advice. Our goal is to assist you with the probate process and estate administration.