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Estate Administration Service
Estate administration is not always a straightforward process and settling the financial affairs of a person who has died can be both time-consuming and complex.
Our service is staffed by experienced professionals who will take care of matters swiftly and smoothly while keeping you informed on progress throughout the process.
How does the service work?
After an initial meeting with the principal beneficiaries where the terms of the will are explained, we'll collect all the relevant paperwork and deal with any immediate issues and questions you may have. Beneficiaries will be kept informed at every step of the administration process.
We will also ensure all tax liabilities are determined and paid at this time, as this can be a complicated procedure, but we will try to make it as simple as possible. We will deal directly with HM Revenue and Customs to determine whether Inheritance, Income or Capital Gains Tax is payable and in what amounts.
This service forms just one part of the Private Banking Service. To find out more and to discuss the benefits of Private Banking call 0800 592 936.
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