Probate and Estate Administration

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What is Probate?

To manage someone’s estate after they’ve died, you’ll usually need a legal document called a Grant of Representation (GOR). There are three main types:

Grant of Probate – when there’s a valid Will and named Executor
Grant of Letters of Administration with Will annexed – when there’s a Will but no Executor able or willing to act
Grant of Letters of Administration – when there’s no valid Will and the estate is dealt with under intestacy rules

In some cases, such as when assets are jointly owned or of low value, a GOR may not be needed.

How we can help

Everyone’s needs are different. You might:

Want to handle most of the process yourself, but need help applying for the Grant
Need support with inheritance tax (IHT) forms or asset valuations
Prefer to hand everything over to a professional team

We can tailor our support to suit you, from one-off advice to full estate administration, including:

Identifying and valuing assets
Completing inheritance tax, income tax, and capital gains tax returns
Placing statutory notices
Collecting and distributing the estate
Advising on when it’s safe to distribute
Liaising with our contentious probate team if disputes arise

Understanding Inheritance Tax

Not every estate is taxable but even non-taxable estates may require an IHT account. For example:

If the deceased had an interest in a Trust
If there are foreign assets
If lifetime gifts were made that need to be reported

The Residence Nil Rate Band, introduced in 2017, can reduce or eliminate IHT but it’s not automatic. It must be claimed through the correct paperwork.

We’ll help you understand what’s required and ensure nothing is missed.

Post death tax planning

There may still be opportunities to reduce tax after someone has died. We can advise on:

Deeds of Variation
Charitable giving to secure a reduced IHT rate
Other strategies to protect the estate and support Beneficiaries

Here when you need us

Whether you’re an Executor, Administrator, or Beneficiary, we’ll help you navigate the legal and financial responsibilities with confidence and compassion.

Why Choose Porter Dodson?

Recognised excellence – Ranked in both The Legal 500 and Chambers & Partners for our expertise in private client services, including Wills, Trusts, and Probate.

Clear, compassionate advice – We speak your language, not legal jargon, and tailor our guidance to your personal circumstances.

Joined-up legal support – Our team works seamlessly across estate planning, tax, property, and disputes to protect your interests.

Trusted by generations – With deep roots in the community, we’ve supported families and business owners across the South West for decades.

We’re here to make sure your wishes are respected, whatever the future brings.

I have used Porter Dodson over very many years. Their level of personal service, professionalism and understanding is incomparable. I would be very happy to recommend and appoint Porter Dodson for any legal advice. In particular I would like to express my personal thanks to Vicki Thyer who has advised, guided me and given me such confidence through several matters but very recently the recent probate of my late Father. I cannot thank you enough.

Andrew

It has always been a great pleasure to deal with Marie as she is friendly, warm and courteous and what is more, she has always responded promptly to my emails as well as answering any queries I may have had in a most helpful and reassuring manner which I have very much appreciated. Based on my recent experience, I wouldn't hesitate to recommend Marie's professional services.

Catherine

As Executor for my late husband ‘s will, I have been impressed by the service I have received from Porter Dodson Solicitors Wellington. Without exception, I have been treated with courtesy and kindness by the staff members I have had contact with throughout the process of obtaining Grant of Probate. Their professionalism is outstanding and I have been kept informed throughout. I have no hesitation in using their services in the future should the occasion arise. I felt their fees are reasonable and kept to the minimum where possible.

Judith

Ellice was very helpful and professional, she guided us through each stage of the documents that we completed and was very patient with us.

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