Estate Administration

Estate Administration

At Premier Financial Group we understand dealing with the complexities of a loved one’s estate is extremely difficult. Our experienced adviser Harriet Cracknell who is a full member of the Society of the Trusts and Estates Practitioners (the global professional association for those providing legal advice for family estates) will be able to provide you, and the other beneficiaries, with the level of assistance you require to ensure the estate is dealt with properly in an understanding and timely manner.

Our Service

We recognise the level of support you might need when dealing with a loved one’s estate may differ, we therefore offer the following services:

– Full Estate Administration – we deal with every aspect of the estate administration, from organising the funeral and establishing the extent of the assets in the estate, to assisting with the sale of property and the distribution of assets.

– Application for Grant of Representation – We complete the court application for you to obtain the Grant of Representation for the estate, this includes completing the inheritance tax account (IHT 205 or IHT 400) and the Statement of Truth.

– Hourly advice – We provide advice to keep you on the right track and guide you on particular areas of the estate administration. We can also review and advise you on the inheritance tax account (IHT 205 or IHT 400) for the grant of representation application.

We are transparent with the cost of our services and details of these can be found here. We also offer 20% discount for all existing PFG client

Have a question?

We’re here to help and offer you the best advice. Click the button below to contact our Will writing team

Premier Financial Group have a dedicated team to offer you advice and help you with your Will in a simple and effective way. Contact our Wills department on 01603 750003

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