Probate, Tax and Trusts

The Private Client team at Gabbs specialise in assist clients with administering an estate of a deceased relative or friend.

The team can assist clients with the full administration of an estate from start to finish which can involve the following.

  • Identifying the assets of the estate;
  • Calculating and arranging the payment of Inheritance Tax;
  • Applying for and receiving the Grant of Probate;
  • Selling and collecting in assets following the receipt of the Grant of Probate;
  • Accounting to HMRC for any income and capital gains tax during the administration period;
  • Advising on the use of after death variations to help with estate planning and inheritance tax mitigation; and
  • Distributing the assets according to the Will or intestacy provisions if the deceased hadn’t made a Will.

If a full administration is not required, the team at Gabbs can assist clients to obtain the Grant of Probate so that they can administer the estate themselves.

Please contact the team for further information about any of the matters above.

In order to comply with Solicitors Regulation Authority Guidelines on Pricing Transparency, please find the following guide to prices and services relating to Probate:

Our Experts

Carolyn Theobald
Carolyn Theobald
Consultant Solicitor

Carolyn Theobald joined us in May 2007 and operates out of our Hay office. She studied law at Exeter University and at the College of Law in Chester before embarking on her legal career in Lincoln's Inn in 1976.

Joe Ewards 2
Joseph Edwards
Legal Director, Solicitor

Joe is a solicitor and head of the Private Client department and is a member of the Society of Trust and Estate Practitioners (STEP). He assists clients with the preparation of Wills and Lasting Powers of Attorney as well as estate administration.

Sarah Charlesworth
Sarah Charlesworth
Associate Solicitor

Sarah joined Gabbs as a receptionist in our Leominster office in July 2018, having just graduated with a first class law degree from Bangor University. She undertook her LPC with the University of Law in Birmingham, completing this in 2020.

Navdeep Kaur
Navdeep Kaur Gill
Solicitor

Nav is a Solicitor based in our Hereford Office. She deals with Wills, Lasting Powers of Attorney, Administration of Estates, and Court of Protection matters.