Our next event

Retirement Planning Workshop (10 Sept 2019)

September 2019
View details

Our next event

Retirement Planning Workshop (10 Sept 2019)

September 2019
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 to put in place a plan now 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 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
Details of our estate administration services.
Download
 
What to do when someone dies
What to do when someone dies.
Download
"Simon is extremely supportive I am impressed with the service, professionalism and his friendly approach. Simon's expert advice and guidance has helped me to move forward and I am now looking forward to develop my practice.

Unlike previous accountants that I worked with, he is always willing to go the extra mile and I can recommend him wholeheartedly."
 
 

News

LB tax, business and financial planning update
Marketing Team

16 August 2019
In this month's LB tax, business and financial planning update we bring you:
Read More

Got your results? What next?
Claire Moore, HR Consultant

15 August 2019
For teenagers up and down the country, A Level results day is a turning point. Many students reach this day with a clear plan, and know which path they want to take next. For others though, the results leave them none-the-wiser as to what next.
Read More

See all our news

Events

Stock without the spreadsheets
19 November 2019
Join our Xero experts and learn how to manage your stock easily, accurately and effectively with these online solutions.
Read More

HR masterclass: Disciplinary and grievance investigation (13 November)
13 November 2019
Join our HR Consultants as they address the difficult topic of disciplinary and grievance investigation.
Read More

HR masterclass: Disciplinary and grievance investigation (7 November)
7 November 2019
Join our HR Consultants as they address the difficult topic of disciplinary and grievance investigation.
Read More