Probate

There are several factors to consider such as did the deceased make a will. There are slightly different approaches depending on whether there is a will.

In most cases, probate or letters of administration will be needed unless the estate is worth less than £5,000 or if it’s jointly owned and passing to a spouse. Your solicitor will be able to advise.

As well as ensuring the deceased’s wishes are carried out, probate will also involve calculating how much their estate is worth and whether there is any inheritance tax to pay.

You may face a penalty if your information about the estate’s Inheritance Tax liability is inaccurate. If tax is due on the estate, you will usually have to pay at least some of it before probate is granted.