Expert Inheritance Tax and Probate solicitors
Blake Morgan’s team of expert Probate solicitors understand that the death of a loved one can be a difficult time. We offer straightforward and practical advice to make the process as simple as possible for the families, beneficiaries or executors involved.
Whether there is a Will or it’s an intestacy, and no matter the complexities, we can help. We can provide bespoke advice to personal representatives and have a wealth of experience negotiating with HMRC to ensure the right amount of tax is paid and any tax-saving opportunities are identified.
Main Areas Of Practice
We can assist with all aspects of probate, intestacy and the administration of estates, including:
Probate and estate administration
If you are appointed as an executor and need assistance, our Probate solicitors can help you make decisions and give you clear advice and recommendations. We can take care of every stage from contacting asset holders, applying for the grant, completing the Inheritance Tax return, obtaining tax clearance and distributing the estate.
Urgent probate matters
If you need to obtain probate urgently, perhaps for an existing property sale or a business reason, our Probate solicitors can assist in the necessary steps.
Tax issues and foreign aspects are two areas that may make an estate complex but business or agricultural assets, difficult family relationships, uncertainty over lifetime gifts and many other issues can also arise. Our expert Probate solicitors are able to assist.
If there is no Will and the intestacy provisions apply, our Probate solicitors can help you identify if you are entitled and assist with every stage of the process.
Inheritance Tax (IHT) planning
Tax exemptions and reliefs can be complicated particularly if they interact. Our Probate solicitors will calculate the correct tax payable and ensure you understand the process. We can help ensure you obtain accurate valuations, even of unusual assets, and advise on the interaction of Capital Gains Tax and other taxes.
Deed of Variation
As a beneficiary, should you want to redirect your legacy, our Probate solicitors will explain deeds of variation and disclaimers and help put them in place as needed.
Many estates now involve more than one jurisdiction, even if the deceased was UK resident, and domiciled here. We can assist where the assets are offshore, domicile is abroad or uncertain, and with the interaction of tax and succession cross-border.
Re-sealing of foreign grants
You may already have a grant of probate in another jurisdiction and simply need it resealed in England and Wales if the original grant was obtained in a Commonwealth country. Our Probate solicitors are well versed in this process and can assist with the necessary steps.
Sadly, disputes can arise following a death and we will assist in understanding the issues, identifying options for resolution and putting solutions in place. If you do need to go to Court, our Contentious team has the expertise you need.
It is not always possible, or appropriate, to appoint family or friends as executors, or you may wish to ensure they are supported professionally, and the responsibility shared. Our partners can act as executors or attorney administrators to give you peace of mind.
Provison for Families and Dependants
You may be considering bringing a claim under the Inheritance (Provision for Family & Dependants) 1975 Act or be on the receiving end of one as an executor. Our Probate solicitors have considerable experience in the complexities and implications of claims, whether taken to Court or settled by negotiation and agreement.
Will trusts and trusts for children
If a trust arises under a Will or intestacy, our Probate solicitors can explain the implications, the options available to you, the compliance aspects and can even act as professional trustees if needed.
Our clients are private individuals from the UK and overseas and include entrepreneurs, private business owners, farmers, fellow professionals and their families. We also act for trustees and charitable organisations.
"Blake Morgan has detailed experience and expertise in trust and Inheritance Tax matters. They provide a full and professional service and have maintained this throughout the pandemic."
- Legal 500, 2022
"Knowledgeable staff who guided us through a complicated process setting up our Wills and Lasting Powers of Attorneys very well, explaining each part of the process with understanding and support. What could have been a very difficult and sensitive conversation turned into a enjoyable process through the team’s good management. We felt fully supported and confident in the decisions we have made to secure the future of ourselves and family."
- Legal 500, 2022
"Thank you for helping guide us through what was not always straightforward and finally getting us here."
- Mrs P
“You could not have done better! You gave us invaluable peace of mind in what could be a legal minefield.”
- Mrs M
"Many thanks for all your invaluable help and advice in dealing with this over the last few years, my sister and I both felt we were in very safe hands."
- Mr B
Awards and Accolades
Instructed to administer the estate of two civil partners (who were British citizens) whose estates were subject to claims from both the UK and French tax authorities. We were required to negotiate with both tax authorities in order to administer the estates and minimise tax.
Instructed by the executors of an Australian-domiciled deceased in connection with the complex cross-border aspects of the estate. This included the identification and verification of UK assets, advising on UK IHT and the availability of business property relief on significant UK shareholdings and obtaining a UK grant in order to facilitate the overall administration.
Appointed as executors in the administration of the estate of a deceased client. The client died unmarried and without children but leaving a significant number of relatives. The client has connections to a range of jurisdictions. The estate is highly complex, consisting of a range of substantial assets in multi-jurisdictions and a range of assets where there is a conflict of laws about the ownership and succession to the assets.
Awards and Accolades
Many of our lawyers are members of STEP.
Blake Morgan's Fees Guides
No two matters are the same – just as clients’ circumstances and desired outcomes will always differ, so will the work that we do and the advice that we provide in pursuit of those outcomes.
We are always as transparent as we can be about our costs upfront to help you understand the options available to you. The links below take you through to our Fees Guides for a number of different services. These provide an indication of the work that we will do for you, who will do that work, how long it will take and, importantly, how much it might cost based on a number of different scenarios. Before starting to work for you, we will always meet or speak with you to understand exactly what’s going to be required and provide a bespoke quotation based on your particular circumstances – we will also provide you with regular updates on costs as the matter progresses as required. Click on the relevant section to download our fees.
Download our Probate pricing guides here:
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