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.

When someone passes away, probate may be required before their assets can be dealt with. This blog discusses what probate is, when is probate required, and what are some of the UK financial institution thresholds.

When dealing with the death of a loved one, many Executors find themselves worrying about the costs of administering the estate and how fees can be paid. Acting as an Executor or Administrator is not a paid role, and it’s common to feel concerned that it may leave you out of pocket. In this blog, we’ll cover what probate is and whether probate (and other fees) can be paid out of the estate.

In certain circumstances, HMRC will allow a Personal Representative to postpone payment of all or part of the tax and interest due on delivery of an account. This is referred to as a Grant on credit.

Probate is the process of obtaining a Grant of Probate, which is the legal document that an Executor may have to obtain in order to administer the estate of someone who has passed away. Many people choose to instruct a professional to apply for probate on their behalf, as it involves complicated processes, a lot of paperwork, and legal knowledge.

A Grant of Representation is a legal document obtained from the Probate Registry in England and Wales. It gives a person(s) the authority to administer the estate and assets of someone who has passed away. Whoever is named on the document is usually someone who was close to and trusted by the person who has died, as it proves they have been entrusted with the responsibility to handle the deceased person’s affairs.