What do I need to do when someone has died?

CLICK BELOW TO ANSWER YOUR QUESTIONS WHEN SOMEONE HAS DIED:

When someone has died, you need to apply for the right to deal with their property, money, and possessions. We use our tax and accounting expertise, combined with our advisory led approach to guide you through the process. We can manage as much or as little of the process as required, helping you remove the headache from paperwork and legal duties of a probate


What is a probate?

Probate, or the granting of probate, is the legal process of proving one’s Will, which is essentially giving one the right to administer the estate. The term probate is also often used to describe the whole process of winding up one’s estate after death, administrating the deceased’s estate, collecting in, and valuing their assets, settling their debts and liabilities, and then allocating the remaining estate to the beneficiaries.


What are the steps to assessing a probate and how can I make it easier during a difficult time?

  • Check if there is a will which appoints someone to administer the estate, otherwise next of kin can apply
  • Collect together the assets of the estate
  • Pay off any debts
  • Pay any Inheritance tax that is due
  • Apply for probate
  • Distribute the estate according to the will or intestacy rules.

Someone has died – can you tell me about your probate services?

When someone passes away, you need to apply for the right to deal with their property, money, and possessions. We use our tax and accounting expertise, combined with our advisory led approach to guide you through the process. We can manage as much or as little of the process as required, helping you remove the headache from paperwork and legal duties.

Click here to see what aspects of Probate and estate administration we can deal with.

Our specialist team can deal with all aspects of Probate and Estates Administration including:

  • Preparation of tax returns for the year of death.
  • Identification of the assets and liabilities of the deceased for inclusion in the Probate submissions.
  • Preparation of Inheritance Tax accounts for submission to HMRC.
  • Prepare the tax returns for the Estate and deal with the income tax and capital gains tax payable.
  • Gather in the assets and settle the creditors and Inheritance Tax liabilities.
  • Work with a solicitor to obtain the probate on your behalf.
  • Deal with the distribution of the Estate in accordance with the Will.
  • Provide Estate accounts in an easy-to-understand format.
  • Provide updates throughout the process to keep family informed on the progress.
  • Provide advice on future planning or rearrangements where necessary.

Click here To find out more about the importance of probate planning


What are the key aspects I should be considering with a probate?

There are a number of key things you should be considering:

  • Is there a will?
  • Who is the executor?
  • Who inherits?
  • What is the value of the estate?
  • Are there debts?

When do I need a probate?

When someone passes away, you need to apply for the right to deal with their property, money, and possessions. We use our tax and accounting expertise, combined with our advisory led approach to guide you through the process. We can manage as much or as little of the process as required, helping you remove the headache from paperwork and legal duties.


Speak to an expert on our probate services