Dealing with the administration of an individual’s estate can be a complex and time-consuming experience, which carries with it a number of legal obligations. Here we outline some key elements of the process, as well as suggesting some tax-efficient measures for you to consider as part of your own estate planning strategy.
Probate is the process of dealing with a deceased individual’s estate, in order to ensure that their property, money and possessions are distributed in accordance with their wishes.
This factsheet considers the probate process as it applies in England and Wales. Please note that the process is known as ‘confirmation’ in Scotland and ‘grant of probate’ in Northern Ireland and is dealt with separately in those countries.