Whether you are an Executor or a family relation we can provide you with as much help as you feel is necessary when dealing with the Administrations of someone’s Estate.
We can provide you with advice on;
- Determining the size of the Estate for Probate and Inheritance tax purposes
- Applying for Grant of Representation
- Settling debts of the Estate
- Collecting monies due to the Estate.
We can also assist you should any contentious issues arise either by someone making a challenge/ you wish to make a challenge concerning the validity of the Will or claiming that they should be entitled to a financial provision under the Will.
We are able to advise on the setting up of trusts and trust law in general. A Trust can be set up at any time during your lifetime and can become effective immediately or upon your death.
A Trust is a tax efficient way of passing money and assets for the benefit of a specific individual(s). To find out if the setting up of a trust fund could be beneficial to you or a family member contact us today.
It is possible to rearrange an Estate after someone’s death, for example, to provide for family members who are entitled to make a claim under the Will or possible to settle a claim against the Estate.
Contentious Probate
The Litigation Department based at our Streatham office work closely with the Wills and Probate/ Private and Elderly client teams at Carshalton and South Croydon on cases where disputes arise.
These include
- Challenges to wills based on formal defects, undue influence or lack of mental capacity.
- Contested probate: disputes over the distribution of the estate or property within the estate.
-Inheritance Act claims: if you missed out under a will you may yet have a claim to part of the estate.
- Trust disputes: advice to trustees or challenges to their actions.
- Court of Protection cases: the elderly and incapable may need their assets protecting and inappropriate transactions overturning in court.
For help on any of these issues contact Geoffrey Stagg on 020 8769 1113 |
