Our next event

HR Masterclass: Redundancy and restructure

July 2017
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Our next event

HR Masterclass: Redundancy and restructure

July 2017
View details

Private client

Estate administration and planning in Norfolk, Suffolk and Cambridgeshire

Estate Administration and Planning

It is inevitable that at some stage you will have to deal with the death of a family member, friend or associate. As well as the difficult emotional issues that may need to be addressed, there are a number of practical and financial issues that need to be taken care of. You may find yourself having to take responsibility for these.

Lovewell Blake can assist with the practicalities, or in some cases take on the burden of dealing with the administration of the estate.

What to do when someone dies
If you are the person charged with looking after the deceased’s estate there are a number of ways we can help you right now:
  • Notifying financial institutions on your behalf
  • Establishing assets and liabilities
  • Completing forms for inheritance tax purposes
  • Advising on the probate process
  • Ensuring the estate is tax compliant
  • Preparing accounts for the estate


If you are in this situation please contact our estate administration team who will be able to assist you with as much or as little of the process as you need.


Planning ahead
One of the best ways to help your family in the future is put in place now a plan for what should happen on your death. This is a topic that can be difficult to think about, but making plans whilst you are able minimises the concerns and administrative burden for those left behind.

We can assist you in the estate planning process by:
  • Helping you create, update or review a will
  • Being named as executors of your will
  • Reviewing the exposure of your estate to tax and ensuring everything is arranged in the most tax efficient manner


Lovewell Blake will work with you to plan for the best outcome for your circumstances.

If you have any questions, or would like to speak to one of the estate administration team please contact us.
Call us on 01493 335100        Email us

Select a Service:

Accountancy Services

Financial Planning and Wealth Management

Tax and Trusts

 

Helpful documents

Estate administration
Estate administration services
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What to do when someone dies
What to do when someone dies.
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"Lovewell Blake help us with much more than just the year end accounts and tax. They facilitated a valuable strategic planning exercise for us and also provide independent input at board meetings, ensuring these remain business focussed."
 
 

News

Quiz raises over £1000 for Halesworth Festive Lights
Marketing Team

26 April 2017
On Friday 21 April, staff from Lovewell Blake's Halesworth office hosted a charity quiz evening to raise much needed funds for the Halesworth festive lights.
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LB150 three peaks challenge
Marketing Team

25 April 2017
Whilst many of us look forward to the last bank holiday of the summer to enjoy a BBQ, or finish some DIY, this year a team of 13 from Lovewell Blake's Great Yarmouth office will be donning their walking boots and taking on the three peaks challenge. They will have...
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Events

HR Masterclass: Redundancy and restructure (Lowestoft)
6 July 2017
Are you concerned about the impact the current political climate will have on your business in terms of staffing and structure?
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HR Masterclass: Redundancy and restructure
4 July 2017
Are you concerned about the impact the current political climate will have on your business in terms of staffing and structure?
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LB150 Ball
29 April 2017
You are invited to join us at the 2017 LB150 Ball in Lowestoft.
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