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Probate Services

Planning for the Inevitable

In death as throughout your working life Lanham and Company is here to help. Uniquely among your advisors, your Accountants often have an insight into virtually all of your financial affairs. When planning the future we can apply that knowledge to the management of your estate to improve speed and reduce costs.

Estate Planning

• We can evaluate your liabilities as things are today
• We can work with you to mitigate those liabilities
• Our advice will always help you to balance your own needs as well as your wishes for your beneficiaries

Wills

• We always advise that our clients should have a recent and well considered will
• Let us help you prepare the brief for your solicitors to ensure the relevance and tax efficiency of your instructions
• We work with your solicitors or can recommend good value specialists
• If you lodge a copy of your will with us we can review it annually when looking at your tax affairs to ensure that it remains efficient. It can also help us to help your family quickly after your death
• Ensure your executors can, or will be able, to cope with the work. We are able to take on that role if that would help

Probate

• We will stand alongside your Personal Representatives to assist with all their legal obligations
• We will be able to deal with taxation issues to the date of death
• We can guide through obtaining probate. A great deal of this process is accountancy driven and we would expect to be holding much of the relevant information
• Sometimes to obtain probate, instalments or loans need to be negotiated. We are well placed to assist
• We prepare estate accounts and tax returns throughout the period of administration
• We can help with the final distributions