Wills, Trusts & Probate

About PWJ Solicitors

We have served generations of individuals and local businesses, providing comprehensive legal advice.

The Law Society - Conveyancing

Plan for the Future

Professionally-drafted, valid Wills, lifetime IHT planning and Trusts are key tools to help you manage your personal and financial affairs for the future, allowing you to exercise control over your future affairs and choose those that you trust to manage them for you when you are no longer in a position to do so.

Wills

We have many decades of experience both preparing Wills and managing their administration upon your death. We can advise you on the latest and most effective tax planning, both for lifetime and post-death gifts, and ensure that you can pass on the maximum possible amount to your family, friends and preferred charities. PWJ offers a full professional Executor and Trustee service if you would prefer to appoint a professional to manage your affairs after your death.

We understand and can incorporate sensitive family situations and have extensive experience of helping people with more than one family to consider. We can also provide complete advice on the issues connected with civil partnerships, unmarried couples and divorce.

In situations where the deceased has not made a valid Will, we can assist with the intestacy process, including the search for missing relatives and beneficiaries. We may also be able to offer advice and support for those seeking to contest the validity of a Will or make a claim to an Estate – intestate or otherwise – depending on the circumstances of the individual case.

Trusts

If you have additional income or assets which you do not need day to day and would like to protect from additional taxation then a trust may be the perfect vehicle for you to pass this wealth down to your family whilst still retaining control over how and when it is received. Our team of highly qualified lawyers are experts in trusts and can advise you on the most appropriate and efficient trust for your particular circumstances and requirements.

Probate

Services we Provide

Our team of probate lawyers are able to guide you through the process of dealing with the administration of the estate. This can range from advising on the process, completing Probate papers  or a complete service on dealing with the whole administration process from beginning to end.

The list below sets out the whole service we provide but this can be tailored to your needs.

  1. Analysing and assessing the extent of the estate, identifying assets and liabilities, registering the death with all the asset holders and securing appropriate valuations
  2. Undertaking any necessary searches for unidentified assets eg,

(i)        search of National Savings Investments

(ii)        search of Unclaimed Assets Register

(iii)       search of dormant accounts with Bank and Building society associations

  1. Verifying with the Executors the identity of beneficiaries and their location where there is a will or verifying with the Administrator/Administratrix the identity of beneficiaries and their location where there is no will
  2. Preparing and issuing Notices under Section 27 of the Trustee Act 1925 for Claimants and publishing in the London Gazette and local paper
  3. Arranging for funds to be released for payment of funeral, inheritance Tax and Probate Court fees
  4. Collating information on the value of the assets and liabilities of the estate
  5. Preparing Inland Revenue Account (Form IHT205 or IHT400) and accompanying Schedules. Arranging for Statement of Truth and Inland Revenue Account to be signed and lodging with the Probate Court and H M Revenue & Customs respectively and applying for Grant of Probate or Grant of Letters of Administration as appropriate.
  6. Preparing necessary forms for transfer/encashment of assets
  7. Obtaining Grant of Probate or Letters of Administration.
  8. Registering the Grant of Probate or Letters of Administration with asset holders and collecting in all the assets
  9. Arranging for the payment of estate liabilities, cash legacies and the satisfaction of specific legacies, including the identification of individual or charitable beneficiaries
  10. Preparing and submitting income tax return to date of death or dealing with existing Accountants, if required by you.  Checking and agreeing Inland Revenue calculation
  11. Where necessary, filing a corrective account detailing changes to the original Inland Revenue account which become known after the original Inland Revenue Account was submitted , e.g. deducting the cost of any memorial, and/or adding any repayment of income tax
  12. Preparing and reconciling the appropriate Executors/Administrators Cash and Distribution Accounts for analysis.
  13. Preparing schedules of income and capital gains (where appropriate) for the administration period.  Obtaining clearance in respect of Inheritance Tax (where appropriate), Income Tax and Capital Gains Tax
  14. Final winding up of estate including making final distribution.

 

Our solicitors can assist with:

  • Wills, Trusts, Probate
  • IHT and other Tax Planning
  • Intestacy
  • IHT Act Claims & Disputing a Will
  • Under-age Beneficiaries & Guardianship Issues
  • Living Wills
  • Gifting

How we Charge

We aim to be as transparent as possible about how we calculate your legal costs. Our charges relate mainly to the time spent on your legal matter, plus any addition expenses such as court fees. You can learn more about the legal costs associated with a probate application from the link below.

Uncontested probate application costs ›

Our Locations

Our office locations
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Please note that our physical offices are open as usual, with appointments available by arrangement in limited circumstances to ensure the safety of our staff and clients.

 When attending our offices, please

You will be asked to stand at a safe distance from our staff at all times.

Please do not attend our offices if you or anyone in your household is currently experiencing symptoms of COVID19 or has tested positive for the disease in the last 14 days.

We shall be working remotely wherever this is possible and we will have access to our emails which is currently the best form of communication.

Meetings will be held in the first instance by telephone, and your solicitor will discuss with you any arrangements relating to ID or signature of documents. If you have any questions please direct these to your solicitor in the first instance or by email to law@pwjsolicitors.co.uk.

Thank you for your on-going support in these difficult and unprecedented times.