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22 The Parks, Minehead,
Somerset, TA24 8BT
Minehead Solicitors

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17 The Crescent, Taunton,
Somerset, TA1 4EB
Taunton Solicitors

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Central Court, ,
London, WC2A 1AL
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Estate Administration

Estate Administration

If you are an executor or an administrator (generally referred to as personal representatives) then in the months following the deceased's death you will be involved in the administration of the estate.
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We have considerable experience of dealing with the legal and practical aspects of estate administration.

We are aware that this will be a difficult time and offer a sympathetic and friendly approach.

Our expert team will guide you through each step of the estate administration. How much help you require is up to you, we offer flexible assistance from grant only applications to full estate administration.

Our experience covers estates of varying complexity and size from simple estates to landed estates and farms, estates with business assets and estates with assets in multiple jurisdictions.

 

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Key contact
See how we can help
you. Contact Anna Neil
01823 745 777 Email
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Partner

Anna Neil is a partner and head of Maitland Walker's trust, wills and estates team. Anna joined Maitland Walker in 2018

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We advise personal representatives about their duties and can act in connection with all aspects of the administration of estates. 

This includes finalising the deceased’s tax affairs up to the date of death, preparing estate accounts and settling the estate’s income tax and capital gains liabilities for the period of administration.

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Tax and estate administration

We can advise on how best to maximise tax reliefs during the period of administration.

This may include claiming agricultural and/or business property relief on farming estates, or estates that include business assets or an interest in a business. It may also involve disposing of or transferring assets in a manner that seeks to minimise an estate’s exposure to income tax and/or capital gains tax liabilities during the period of administration, or which makes use of loss relief (for example, on the sale of shares or property that have gone down in value within a permitted period of time following the deceased’s death). Where appropriate we work closely with accountants, surveyors and financial advisors to ensure the best possible outcomes are achieved.

There are also occasions where it might be desirable for beneficiaries to pass on some or all of their inheritance to others, such as the next generation of their family, in a tax efficient manner. This may be achieved by way of a deed of variation, either to the will of a deceased, or to the intestacy rules (if there is no will). If this is the case, we can advise those beneficiaries (as well as the personal representatives) on all aspects of the associated variation. We can also advise beneficiaries wishing to disclaim their inheritances.

  • "I found James very courteous and efficient. He knew exactly what he was doing and I felt confident enough to let him shepherd me through the process of administering my late wife's estate"
  • Maitland Walker LLP have dealt with every single one of my enquiries with professionalism and integrity.....I would not hesitate to use their services again should the need arise
  • Emily was very understanding, helpful, efficient and gave good advice. Professional, friendly outstanding service. Could not ask for more
    client
  • Excellent advice and level of support and understanding with our wills
  • Anna was knowledgeable confident and courteous throughout
  • Excellent service and understanding at all times. I would definitely recommend Maitland Walker to others.
    client
  • Anna was knowledgeable, confident and courteous throughout. As executor of my husband's estate, I could not have managed its complexity without her support.
  • I really appreciated the advice being delivered in a way I could understand. Prompt response to my requests. Very efficient.
  • Anna made an awful task a lot easier. Thank you.
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Taunton
James Ashby
Associate Solicitor
01823 745777
Email
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Minehead
Kerry Ricketts
Senior Chartered Legal Executive
01643 707777
Email

Blog

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● Information

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