Recent changes to tax law and residency have significantly affected the scope and nature of the duties of executors and administrators (commonly referred to as Personal Representatives or PRs) in administrating estates. In addition, the stringent obligations vis a vis tax compliance and reporting deadlines make the estate administration landscape less straightforward than ever. A daunting prospect for PRs, particularly considering the personal liability burden they bear.

We have a large team of specialist lawyers, with years of experience and depth of knowledge between them. We can deal with all areas and aspects of estate administration advice, including more complex elements such as:

Surplus income and lifetime gifting claims and taper relief
Deeds of variation
Landed estates, which involve claims for agricultural and business property reliefs, negotiations with HMRC, partnership interests and corporate issues
Estates with cross-border elements, offshore assets, trusts and double taxation relief claims
International reseals of grants
Applications for special and limited grants, such as, double grants, preservation grants, unadministered assets grants, remainder grants, leading grants, attorney applications, etc
Intestate estate administrations
Estates with charitable elements and charitable trusts
Independent administrator work via Birketts Trust Corporation Limited.

As a firm, we hold family values at our core and we understand just how difficult and stressful an estate administration can be for the PRs. We are here to help, to listen and to advise on the most efficient and effective way to administer an estate, from a succession perspective and a tax perspective.