News, Tips, Questions & Answers

13th March 2019

A quarter of people don’t have details of their partner’s assets

Research carried out by Direct Line Group has found that 25% of people who are married or co-habiting don’t know where their partner’s money is. This could cause problems in the event that someone dies. If the extent and whereabouts of their assets isn’t known, the administration of their estate could be delayed for a […]

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6th March 2019

Can a personal representative step down?

What happens if you’ve been appointed to act as the personal representative to a deceased’s estate but you don’t want to take on the role? Becoming the executor or administrator to an estate can be an onerous task. It involves collecting in the deceased’s assets, valuing them, arranging for sale or transfer, calculating tax liabilities, […]

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27th February 2019

Is probate always needed when someone dies?

If someone dies with only modest assets it isn’t always necessary to apply for a Grant of Probate. If someone dies with only modest assets it isn’t always necessary to apply for a Grant of Probate. It is usual for the executor of an estate to apply to the Probate Registry for an official Grant […]

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25th February 2019

Enter our prize draw to win cash for you and a donation to Bristol Animal Centre

We are currently running a Facebook prize draw to win cash for you and a donation made in your name to Bristol Animal Rescue Centre. The prizes are: 1st prize – £100 cash + £100 donation 2nd prize – £50 cash + £50 donation 3rd prize – £25 cash + £25 donation To enter simply: […]

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20th February 2019

Inheritance Tax explained

When someone dies, their estate may be liable to pay an Inheritance Tax (IHT) bill. We look at how to tell whether IHT is due and how it is calculated. The person responsible for dealing with someone’s affairs after their death, known as their personal representative, will need to work out whether any IHT is […]

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