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Covid-19 Update

Please note that due to the ongoing issues with the spread of the COVID-19 virus we have now closed our office.

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What is a Deed of Variation and how can it help reduce Inheritance Tax?

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When somebody dies, their affairs must be wound up and everything they own needs to be distributed to those entitled to inherit (the beneficiaries). How their estate is distributed will depend on either the terms set out in their will or the rules of intestacy should a will not exist. There are occasions when the beneficiaries of the estate may want to rearrange their entitlement from the deceased’s estate, and this can be done with a legal document called a Deed of Variation (DOV).

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IHT ignorance at an ‘alarming rate’ in the UK

According to Canada Life’s latest IHT annual report, the lack of awareness around Inheritance Tax (IHT) has increased in the last 12 months, with 50 per cent of over-45s who are IHT-liable admitting they are oblivious to whether their property could be subject to the tax.

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The difference between obtaining confirmation for small estates and large estates

Confirmation is a legal document that must be obtained by an executor before any money and property belonging to the deceased can be uplifted from the holder (such as the bank) and distributed accordingly.

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I’m an executor – how long do I have to settle an estate?

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Dealing with the estate of a loved one can be a time-consuming and daunting experience. There are certain aspects, such as registering the death, which have set time limits, however, the full estate administration process will be different for each case. In general, it can take anywhere from six months to 18 months to wind up an estate. In this blog, we will cover some of the complexities within an estate that can cause delays.

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10744 Hits

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We are a niche firm specialising in Executry, Probate & Estate Administration.

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Our basis for charging fees is always made clear at the start. We do not charge on the value of the Estate. We can offer fixed fees in many cases.

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