GREGORY ABRAMS DAVIDSON SOLICITORS

For you, for business, for life.

Home / Individuals / Wills, Probate, Tax and Trusts / Private Client Department Services

Private Client Department Services

The services provided by the GAD Private Client Department

Services Include

The Proposed Actions anticipated by the above-Fixed Fee and Hourly Rate work include:

<strong “>PROPOSED ACTIONS TABLE
Costs Table	Proposed Actions
Table 1 Wills Table 2 Powers of Attorney Table 3 Trusts Table 4 Supplemental Table 7 Lifetime Administration	Gathering relevant financial and family history Establishing (testamentary) wishes and determine whether specific additional advice required in light of the information provided Ascertaining capacity and dealing with issues that arise if cognitive impairment present Preparing relevant draft papers Providing detailed commentary upon the draft paperwork Advising upon third party rights where relevant Advising upon tax consequences of instructions Advising upon claims under Inheritance Act and Foreign Jurisdictional issues (if relevant) Advising upon the appropriate appointment of executors, trustees, attorneys and guardians and the cost implications of the various appointments Attending to the formal execution of the approved documents Lodging documents with Probate Court, Office of Public Guardian, HM Land Registry, HM Revenue & Customs or offering Deeds store facilities as appropriate Advising upon Costs as per Fixed Fee and Hourly Rate Tables above
Table 6 Grant Only application (NB – proposed actions 3 & 5 only) Table 8 Probate Work (full administration) (Actions 1 – 17 as appropriate and case specific)	Initial advice to the Personal Representatives on the effect of the Will (and any issues of validity) or the Intestacy Rules, their responsibilities and potential liabilities in administering the estate. Gathering details of the assets and liabilities of the estate involving correspondence with banks, building societies, etc and the commissioning of valuations where necessary. Preparing the papers to apply for the grant of Probate, including an Inheritance Tax return where necessary. Advising on the extent of any liability to Inheritance Tax in respect of the estate and any lifetime gifts, and means of raising funds to settle any such liability. Lodging the application for Probate, filing an Inheritance Tax return where necessary and dealing with payment of any Inheritance Tax. Initial correspondence with beneficiaries to advice of their entitlement and the estimated time scale. Arranging the placing of statutory notices advertising for any creditors. Sending copies of the grant to banks, building societies and others holding money and property, with the instructions of the Personal Representatives for closure or transfer of the accounts. Advising on the transfer or disposal of other assets in the estate. Collecting and paying estate money into our client account, where it will be subject to the protection of the Law Society’s rules regarding solicitors’ firms’ handling of clients’ money. Arranging payment of the funeral account and any other bills and expenses. Arranging payment of legacies. Correspondence with the Capital Taxes Office to agree the value of the estate, any tax reliefs, and the Inheritance Tax payable. Making distributions to the residuary beneficiaries. Preparing financial accounts of the administration of the estate for the Personal Representatives and residuary beneficiaries. Reporting to the local Inspector of Taxes with details of any income received or capital gains realised by the Personal Representatives in administering the estate and providing tax deduction certificates to the residuary beneficiaries where necessary. Preparing Deeds of Variation and Assents where requested / appropriate.

Our Services

For your life

Residential Conveyancing

Personal Injury

Road Traffic Accidents

All individual services

For your business

Company and Commercial

Reputation Management

U.S. Legal Advice

Mergers, Acquisitions and Disposals

Commercial Real Estate

Property Auctions

Business Dispute Resolution

All business services

Whatever your legal matter, you can be confident that our lawyers will provide you with peace of mind and innovative solutions. To arrange an initial consultation with one of our lawyers, please complete our online enquiry form or contact us on 0808 501 3528 for our Liverpool office or 020 8209 0166 for our London office.

For enquiries regarding Personal Injury Claims, you can email [email protected].

Testimonials

I don’t know how to express my gratitude. You really did us a huge favour along the journey. Thank you sooooo much! I also finished the review on both your website and Google. I really think the five stars limited what I want to give. There should be many stars more.”

Mr. Y - London

We would both like to thank you for your kind / personal approach to our legal matters, which given some complexities sometimes is so nice to receive. We would not have any hesitation in recommending you and indeed Gregory Abrams to any of our friends and colleagues in the future.”

Mrs. T.C - Birmingham

Gregory Abrams Davidson Solicitors News

Notice Regarding Legal Aid Agency Cyber Security Incident

21/05/2025

Get Ready, For Companies House Is A Changin

31/03/2025

Mortgage Market Shows Resilience Amid Economic Uncertainty

05/03/2025

Testimonials

"If I am able to build up and sell another company, I would certainly engage GAD for the sales process again. I had never done this before, but from start of the Due Diligence and Heads of Terms to finishing with Completion, they were great. Very reasonable fees too!"

"The whole experience of my dealings with the firm have been of the highest quality! Professionalism, politeness and expedition were all above and beyond"

"We would both like to thank you for your kind / personal approach to our legal matters, which given some complexities sometimes is so nice to receive. We would not have any hesitation in recommending you and indeed Gregory Abrams to any of our friends and colleagues in the future."

Private Client Department Services

Services Include

Our Services

For your life

For your business

Testimonials

Gregory Abrams Davidson Solicitors News

Testimonials

STAY IN TOUCH

Liverpool

Wirral

London - North West

Our Rating