Master the nuances of estate administration with our expert guidance. Efficiently handling the distribution of assets and addressing the intricacies of wills, intestacy rules, and inheritance tax demands specialist advice. Here, you’ll find comprehensive resources and up-to-date knowledge to ensure a seamless probate process, catering to all aspects of your client's needs.
HMRC has published guidance on the prohibition of promoting certain tax avoidance arrangements under sections 159–165 of the Finance Act 2026. The...
This week’s edition of Private Client highlights includes: (1) Budget 2026; (2) a decision of the Business and Property Division which held that an...
Private Client analysis: A summary of the key personal tax announcements made in the Chancellor’s Budget on 28 October 2026....
John Bull, Partner & Head of Private Client and Neil Insull, Partner, Corporate Tax of Blick Rothenberg discuss the corporate and personal tax...
Nature and classification of trusts—the three certaintiesCertaintyIn order for a settlor to create a private express trust the three certainties must...
ProtectorsWhat is a protector?A protector is a person who holds powers under a trust but who is not a trustee. A protector is a person who is...
Preparing the application form PA1P/PA1A for probate or letters of administrationFORTHCOMING CHANGE: The postal application forms PA1P and PA1A for...
Administration actions—personal representatives and the deceased's liabilitiesAn individual may assume obligations, for example in respect of...
If a beneficiary signs a deed of disclaimer of their share of an estate and the estate pays their legal fees, will that count as a PET against their estate?A disclaimer is the refusal of a gift prior to acceptance. The refusal of the gift must take place before the beneficiary accepts any benefit
Removal, renunciation and retirement of personal representativesThe rights of an executor may come to an end due to their own actions or those of the court.The rights of a person appointed as executor by a testator’s Will cease if they:•die without having taken out a grant of probate•fail to appear
When lodging a claim to propound a Will in solemn form, should the statement as to testamentary documents specifically refer to earlier Wills which predate a marriage (even though revoked on the marriage) and should the whole Will file be annexed to the statement or just the Will itself?Grant of
What is the process for amending a Grant of Probate in England and Wales, specifically the gross and net values of the estate?As explained in commentary: Amendment of grant: Tristram and Coote's probate Practice [16.01], it may be necessary to amend a grant for various reasons, for example:•an error
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