Additional fees may be made if we are required to:

  • Collect the medical certificate, register the death or organise the funeral.
  • Visit the deceased’s property for any reason.
  • Deal with any foreign assets.
  • Advise upon or deal with any Capital Gains Tax/Income Tax matters relating to the deceased’s lifetime affairs or those relating to the estate administration.
  • Deal with the sale or transfer of property or business assets.
  • Advise upon or deal with any variation of the Will or Intestacy.
  • Involve ourselves in any issues regarding the validity of the Will or Codicil and any disagreements or disputes or claims affecting the estate in any way.
  • Instruct genealogists to identify and/or locate beneficiaries.
  • Negotiate with HMRC regarding the Inheritance Tax position.
  • Assist in arranging a loan to pay the Inheritance Tax due if there are insufficient funds to pay this from the deceased’s own bank accounts.
  • Deal with more than one estate property, more than 10 estate assets, more than 10 estate liabilities, more than 6 legatees or more than 6 beneficiaries of the residuary estate.