Helping loved ones to manage estate administration

What is estate administration? Simply put, is it the process of handling a person’s legal and tax affairs, including any debts and expenses, after they have died before any inheritance is distributed to beneficiaries. 

We understand this might sound complicated and overwhelming. Whether you are financially planning ahead, or are facing estate administration challenges, we are here to support you. 

When a loved one dies, obtaining a grant of probate (or ‘confirmation’ in Scotland) might be required. Obtaining a grant of probate basically allows you to then legally handle these estate administration tasks:

• Dealing with Income Tax and Inheritance Tax (IHT) 
• Redirecting post
• Registering and selling properties
• Valuing assets
• Cancelling or transferring utility bills
• Managing any shares or investments
• Notifying and liaising with estate beneficiaries
  

When a loved one dies, it can be an emotional time. We have access to  financial experts will help to make estate administration as stress-free as possible while ensuring that you are legally compliant.
SJP have carefully chosen Kings Court Trust as their preferred provider of estate administration. An industry lead, Kings Court Trust shares our values and just like us, is driven by their clients’ individual requirements. 

The levels and bases of taxation, and reliefs from taxation, can change at any time.  The value of any tax relief is dependent on individual circumstances.

Please note that this service provide through Kings Court Trust are separate and distinct from services offered by St. James's Place Wealth Management.