Probate Lawyers at Forbes Solicitors

Victoria Motley - Play video
Victoria Motley - Play video

Video length: 48s

Specialist Wills, Probate, Tax and Trusts solicitor Victoria Motley, talks about how she can help you plan for your family's future with help from Forbes Solicitors

Victoria Motley | Solicitor

Wills, Probate, Tax and Trusts

Hello, my name's Victoria and I'm one of the solicitors working in the Wills, Probate, Tax and Trusts department. I can help you plan for your family's future.

We can help you make a will, put in place a lasting power of attorney, set up a trust to protect an asset or a family member, we can offer advice on inheritance tax planning and help you plan for the succession of your family business.

We recognise that our clients want more than just the legal documents. They need practical advice to get the best for their family.

So if you want help planning for your future and your family's future then please contact us today via the enquiry form on the website or telephone us.

Probate is the term used to deal with the legal process of dealing with a person's estate after their death. Our specialist team of Probate and Trusts Solicitors have many years experience in taking the burden off family members and dealing with the necessary legal procedures involved in administering a person's estate in the UK.

If the deceased left a Will, there will be Executors who are responsible for dealing with the estate. If there is no Will, the people responsible for dealing with the estate are called Administrators. Executors and Administrators are often referred to as Personal Representatives. They have the task of collecting in the deceased's assets, i.e. closing down bank accounts, selling or transferring shares, selling or transferring property and dealing with any legacies of money or personal items. They are also required to settle any debts of the estate, including funeral expenses and administration expenses, out of the deceased's funds. Personal Representatives are also responsible for sorting out any tax issues, including Inheritance Tax, Income Tax and Capital Gains Tax.

Obtaining the Grant of Representation

In order to deal with assets in the estate, Personal Representatives will often need to apply for a Grant of Representation. This is a legal document issued by the High Court which authorises the Personal Representatives to collect in the assets. If there is a Will, the Grant is called a Grant of Probate. If there is no Will, the Grant is called a Grant of Letters of Administration. Most financial institutions will require sight of the Grant before they will release the monies, although this may not be the case if there are small amounts of money involved. If the deceased owned a property or shares, a Grant will certainly be required. Our Probate and Trusts Solicitors can help you with this process by taking care of all the paperwork involved, which includes an Oath which the Personal Representatives are required to swear in the presence of a Solicitor / Commissioner for Oaths and an Inland Revenue account.

Complete Administration

If you would like Forbes Solicitors to deal with the whole administration of the estate for you, we can assist with all these matters including:

  • Notifying third parties of the death, i.e. financial institutions, share registrars, utility companies
  • Obtaining valuations of assets
  • Dealing with any Inheritance Tax, Income Tax and Capital Gains Tax matters
  • Obtaining the Grant of Representation
  • Collecting in the assets
  • Settling liabilities, tax liabilities, funeral expenses and administration expenses
  • Selling the deceased's property or transferring property to beneficiaries
  • Selling shares or transferring shares to beneficiaries
  • Paying any legacies left by the deceased to beneficiaries
  • Placing statutory notices in newspapers to advertise for any unknown creditors
  • Preparing estate accounts to account for monies going in and out of the estate from the date of death
  • Distributing the monies in the estate as per the Will or Intestacy Rules (if there is no Will)
  • Advising on trust arrangements within the Will
  • Post-death variations - advising on variations of the Will after death to maximise tax mitigation or vary entitlements under the Intestacy Rules

Our Dispute Resolution Solicitors can help you with any disputed matters including:

  • Disputed Wills
  • Inheritance disputes
  • Claims brought under the Inheritance (Provisions for Family and Dependents) Act 1975
  • Disputes involving Executors or Trustees

For a consultation with a specialist Wills, Probate, Tax or Trusts Lawyer please call Forbes Solicitors on freephone 0800 975 2463 or contact us by email today.

Wills, Probate, Tax & Trusts

18 May 2017

NEWS AND ARTICLES

Forbes Announces Promotions

Forbes Solicitors has announced the appointment of four new Partners and four new Associates as part of its…

Read the article

Excellent in every way.

Marjorie Whittam

More clients

Thank you to Patricia Prescott and her staff who dealt patiently and efficiently with my many queries.

Kathleen Garnett

More clients

All staff were helpful and approachable. Victoria Motley made what is a daunting experience bearable.

Maria Scully

More clients

The staff were very friendly and approachable.

Jack Greenhalgh

More clients

There was a quick and clear response to all questions raised.

Peter Butler

More clients

The service I received from Victoria Motley was excellent.

Janet Lloyd

More clients

Thanks to Victoria Motley. Very professional and efficient firm.

Leonard Mlotshwa

More clients

Everything was explained fully to us in terms we understood. Thank you Jennifer for making things so easy for us.

James Preston

More clients

Approachable, professional and friendly service. A strong combination, thank you.

Dorothy Beecroft

More clients

May I personally thank you for your professionalism and courtesy throughout our meetings.

Declan Bolger
Warrington

More clients

The service provided was first class

Hilary Meller

More clients

Make an enquiry