Supporting Estate and Will Updates with Care

Background

After the passing of his wife, a long-standing client turned to us for support in administering her estate. The process was complex, requiring meticulous estate management and tax planning. At the same time, the client sought advice on updating his will to reflect the new circumstances.

Approach

Understanding the emotional weight of the situation, we provided sensitive and practical support throughout. We expertly guided our client through the estate administration process, ensuring all legal and tax matters — including the completion of the IHT400 form — were handled effectively. This allowed the client to retain unused nil rate band inheritance tax reliefs. We also liaised with financial advisors, ensuring a seamless and coordinated approach that made the process as straightforward as possible.

Outcome

The client’s late wife’s estate was administered efficiently, giving him peace of mind that everything was handled properly. His will was updated to reflect his current wishes, and he felt reassured knowing his affairs were in order. The process was managed with both legal precision and genuine care.

Testimonial

“Jacksons has been my solicitors for a number of years, and I have always been very satisfied with their service. Most recently, following the death of my wife, they patiently guided me through the intricacies of probate, liaised with my financial advisors, and helped me re-write my will. Everything was handled in a friendly and efficient manner, and I cannot speak too highly of the work they did for me.” – Fred King