Complex Probate can be challenging and time-consuming. It is always recommended to seek legal support from an expert when administering an estate, either from a solicitor or a legal executive specialising in this area. You can decide to deal with the estate yourself, although administering probate is a long, often complicated process that involves tax calculations, extensive paperwork and complex legal work.

At Jackson Lees, we offer a bespoke service to help with your complex probate needs. We offer legal advice and help with completing a range of probate duties, including:

Multi-jurisdictional assets

We understand that our clients have globalised portfolios, and so their property at the time of death may be located in several jurisdictions.

This means that more individuals will require coordinated estate administration using multi-jurisdictional wills and separate situs wills (that is, wills concerning assets located in one legal jurisdiction and typically executed in that jurisdiction by its law.

This may involve dealing with several simultaneous probate applications in different jurisdictions. As well as liaising with lawyers, financial institutions, taxation, and succession law.

Call today and speak to a probate expert. 

Modern family structures

A move away from the traditional nuclear family can create added complexities when it comes to the administration of estates.  This may include online trust administration and potential claims against the estate.

Under the Inheritance Act, spouses and civil partners and ex-spouses /civil partners form two of the categories of people permitted to make a claim. So, when somebody dies leaving behind a person in those categories if they have not made ‘adequate’ provision for them, a claim can be made against their estate. 

This may mean that there will be a claim against the estate or trusts set up to adequately provide for different family members with competing interests.

What are your rights under the Inheritance Act? Make an enquiry. 

Business Assets and Probate

This can be one of the most important aspects when efficiently dealing with estate administration. A business often requires continuity and active management, however, during the estate admiration period the management of the business can be restricted until a Grant of Probate has been obtained.

Preparing for this and appointing the most appropriate individuals to deal with managing the estate/trust is vitally important.

Request a call back from an expert in business probate.

Inheritance tax and Capital Gains Tax

The rules governing capital taxes can be complex and all relevant allowances and reliefs must be claimed during the administration period.

This can include what claims are allowed on death when to sell assets to order to obtain a claim on inheritance paid and how to best mitigate against Capital Gains Tax on appreciating assets.

Call an expert today and learn more about how Capital Gains tax can affect you. 

Contact Jackson Lees' Probate Lawyers

With offices in Liverpool, Hoylake, and Heswall, we have been helping people across Merseyside with the practical aspects of estate administration for generations. We pride ourselves in supporting our clients every step of the way. We will get through it together.

As the executor of an estate, you may face some complicated situations when administering an estate. You may need to create or manage a Trust, on behalf of a loved one.

In some difficult scenarios, you may have to defend the Will against disputes. At Jackson Lees, our expertise incorporates all areas of Probate law, from Estate Administration to dealing with Will disputes. Contact us today and we can help settle your will dispute.