Wills Trusts and Probate

We love to get to know our customers, to really understand their situation

Linda Jones 

Director of Legal Services - Private Client


Probate and Estate Administration

After a loved one has died, there comes a point at which their assets and liabilities must be dealt with. This is always difficult, but it’s a process which we will help make as straightforward as possible.

If the deceased made a Will, executors are appointed. These are the people the deceased trusted to handle their estate and to make sure that wishes would be carried out. Where there is no Will, the administration of an estate is usually a more complex task. Intestacy rules apply, dictating who inherits what and when from the estate. One of these beneficiaries will need to administer the estate.

If you have been named as an executor in a Will or are dealing with an intestate estate, talk to us. We will be able to advise you on your duties and on any issues you are unsure about, from verifying and valuing assets, dealing with HM Revenue and Customs, applying to the Probate Court for a grant of representation, to paying creditors or handling an insolvent estate. Call on us as much or as little as you like; our involvement is on your terms.

The administration of estates involves strict rules, and this means that from time to time people who feel they ought to benefit don’t. Our Wills, Trusts and Estate Dispute Resolution service is designed to help you challenge a Will or the actions of an executor or administrator. Let us look into the circumstances and we’ll advise you on your position.

Ask us about our fixed fees, too. We are sometimes able to agree a set price for working on your matter, giving you certainty on the cost to the estate. 

For pricing information on grant of Probate & administering an estate please click here.


Inheritance Tax Calculator


This calculator will calculate the potential inheritance tax (IHT) liability on a person’s estate at death, based on the current tax rate, nil rate band and reliefs. In general, all your assets, including your home and any other property, as well as your savings and investment and any life policies you have not put into trust may be added to together.

Then, to the extent that the total exceeds the nil rate band of £325,000, it is subject to inheritance tax at 40%. Include all the amounts for your assets in the boxes provided, but do not include any assets that will pass to your spouse or civil partner – unless he or she is domiciled outside UK.

Then complete the details for any mortgages, loans or other liabilities you have outstanding. The calculator will tell you the total value of your net assets and your taxable estate, as well as your estimated IHT liability, on the assumption that you died this tax year.

For example, with a property worth £780,000, investments of £550,000 and no liabilities or business assets, the value of the net assets is £1,330,000 of which £1,005,000 is subject to IHT at 40%, making the tax liability £402,000.  

Assets (£)

Property (inc. main residence)
Savings & investments
Life Policies (not in trust)
Business assets
Other Assets

Liabilities (£)

Other Liabilites
Net Assets Value (£)
Amounts Subject to Inheritance Tax (£)
Estimated Tax Liability (£)

 If you have made any gifts within the last seven years, you may be eligible to pay more inheritance tax, please contact us for more details.

In relation to your main residential property, Business and Agricultural assets, exemptions may apply to reduce your inheritance tax liability. Please contact one of our team to discuss this in more detail.

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  • Linda Jones
      • Linda Jones
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