Once the Grant is obtained, arranging for the encashment of the assets, including the release of funds from bank accounts, the sale of shares and investments, the sale of any property etc. The funds would be collected into our client account, saving you the need to open a designated executors account with your bank.

Once all the assets have been collected, any debts and liabilities of the estate will be paid.

All the deceased’s tax matters will be finalised and any necessary tax returns filed. This will include finalising their inheritance tax, income tax, and capital gains tax, if necessary.

We will also prepare a detailed set of Estate Accounts showing all the money which has been collected in and paid out on behalf of the estate and this will show each beneficiary how the share due to them has been calculated.

Once all the above matters have been dealt with, the final distribution of the estate can be made.