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Minehead

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

Taunton

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

London

Central Court, ,
London, WC2A 1AL
London Solicitors

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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See how we can help
you. Contact Ben Simpson
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Partner

Ben Simpson is a partner and head of Maitland Walker’s Private Client department. He joined the firm in 2006 and was made a partner in 2016.

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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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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.

“With 40+ years of experience in accounting, law and finance, I have met a lot of solicitors involved with estate planning. Ben has displayed a level of technical expertise and practical application that is unsurpassed. I would recommend Ben to anyone needing this type of specialised advice.”
Chartered Financial Planner
  • "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.
  • A complicated probate handled well

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