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Estate Administration

A helping hand at a difficult time

We'll help everyone through a trying time

Losing someone close is probably the most difficult thing we ever go through. No-one wants to be faced with complicated paperwork at times like these. Which is why our considerate and professional team is here to take care of the details leaving family and friends take care of each other.

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How our Estate Administration service works

Estate Administration can be a lengthy and complex process. We’ll work with you to ensure that the terms of the will are carried out in an efficient and professional manner.

The service is provided by leading firms of solicitors; Hugh James law firm provides our estate administration service in England and Wales and Brodie’s Solicitors are our partners in Scotland. We chose these two providers for their exceptional level of service. 

Speak to your Premier Banking Manager to find out more about our Estate Administration service.

Important documents

Our guide to estate administration provides a glossary of key terms relating to this service.

How we can help

Estate Administration

Inheritance Tax

Inheritance Tax is a tax payable on the value of your estate (after you die). It’s only payable over a certain amount (or ‘threshold’), subject to specific tax exemptions and reliefs.

Capital Gains Tax

The Estate may have to pay Capital Gains Tax if the deceased person sold assets before they passed away or if there’s a capital gain on an asset within the Estate.

Income Tax

Income Tax must be deducted from any income received by the Estate (at the current rate).

Financial advice for Beneficiaries

We can provide a full review of your own financial position to reflect your new circumstances.

Common questions

Speak to your Premier Banking Manager

As someone who knows you and appreciates your financial needs, your Premier Banking Manager is well-placed to discuss our Estate Administration service with you.

If you don’t have their mobile number to hand, our customer support team (Premier 24) can book an appointment for you.

Telephone: 0333 202 3332
International: +44 131 278 3507
Minicom: 0800 027 1398