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 or if you are someone who wishes to make a challenge concerning the validity of a Will or you are claiming that you 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 Mitcham 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 further information please contact our Private Client team at Carshalton 020 8432 2041 or South Croydon on 020 8253 7600 or by email carshalton@mwsolicitors.co.uk or southcroydon@mwsolicitors.co.uk.