Estate administration

Winding up an estate after somebody dies is a complex task. So it’s good to know we can carry out this sensitive and involved task, independently and professionally – even if we have not been appointed as part of a will.

We can even help if the deceased has not left a will – or if the appointed executor doesn’t feel they’re able to carry out their role.

Of course, everything we do is aimed to keep the relevant parties completely up-to-date with progress.

How does the estate administration service work?

One of our estate administration experts will meet with the beneficiaries – explaining the terms of the will and collecting any paperwork.

Openness is important – so we’ll work to answer questions and deal with any pressing issues.

Taxation is top of the list of concerns for many beneficiaries. We work to make sure tax liabilities are calculated quickly and accurately – then we deal directly with HM Revenue and Customs.

So although inheritance and tax can be complicated, it’s our role to make the process as simple as possible.

Find out more

To see how our estate administration service could work on your behalf, simply speak to your Relationship Manager.