Services d’homologation et d’exécuteur testamentaire au Royaume-Uni

Nous sommes très expérimentés dans le traitement de tous les aspects de l’homologation et de l’administration des successions.

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Our UK legal services are offered from Progeny Law & Tax Limited within the UK.

Pourquoi choisir Progeny ?

Nous avons fourni des conseils dans le cadre de nombreuses successions complexes, y compris pour des questions transfrontalières et multi-juridictionnelles.

Nous avons également de l’expérience et sommes en mesure de donner des conseils sur d’autres successions complexes, y compris celles qui présentent des problèmes tels que l’allègement pour les entreprises et les propriétés agricoles, les dons à vie importants, les redevances et d’autres questions relatives à l’impôt sur les successions qui nécessitent des négociations avec le HMRC. Notre équipe a été impliquée dans des demandes où les testaments originaux ont été perdus, nécessitant des demandes de subventions d’urgence, et nous avons été félicités pour la façon dont nous traitons les questions où il y a des organismes de bienfaisance en tant que bénéficiaires résiduaires. En ce qui concerne le règlement des litiges, bien que nous ne donnions pas de conseils sur les questions nécessitant un procès, nous avons aidé avec succès des familles à éviter des litiges coûteux en les conseillant sur des solutions pragmatiques. Devenir exécuteur testamentaire est généralement une entreprise importante qui implique des tâches telles que la fermeture des comptes bancaires, la gestion des pensions, le paiement des impôts nécessaires et la vente ou le transfert d’investissements ou de biens.

 

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Agir en tant qu’exécuteur testamentaire est une responsabilité importante et peut s’avérer particulièrement difficile si vous êtes un membre de la famille ou un ami qui avait une relation étroite ou émotionnelle avec le défunt. Il est donc important de bien réfléchir à la personne que vous souhaitez voir agir en votre nom le moment venu. Bien que de nombreuses personnes pensent avoir les compétences nécessaires pour exercer les fonctions d’exécuteur testamentaire, il peut s’agir d’un processus complexe et même les personnes les plus compétentes peuvent avoir besoin d’aide et de conseils. Bien entendu, les exécuteurs testamentaires doivent également trouver le temps de s’acquitter de leurs responsabilités dans des vies parfois très occupées.

Our comprehensive range of services aim to assist in navigating the complexities of your finances, allowing you to make the most of your money. 

With dedicated offices worldwide, we can provide advice across the globe – helping you go anywhere.

Progeny Law and Tax have been selected as one of the Top Law Firms by eprivateclient which recognises the top private wealth law firms and departments across the UK.

Combining guidance and support from Progeny’s Corporate Legal team, Private Legal team and Wealth Management team, we are able to provide truly holistic support.

Contactez un expert dès aujourd’hui

Prenez contact avec nous pour discuter de votre situation

Pourquoi choisir Progeny pour agir en votre nom ?

Notre objectif est d’offrir un service très personnalisé aux bénéficiaires et aux exécuteurs testamentaires.

Notre objectif est d’offrir un service très personnalisé aux bénéficiaires et aux exécuteurs testamentaires. Notre équipe amicale, professionnelle et compétente peut vous guider et vous aider à gérer au jour le jour votre succession.

Beaucoup de nos clients ont des successions complexes que de nombreux cabinets d’homologation ne traitent pas régulièrement, mais en raison de nos expériences passées, la grande majorité des cas que nous traitons impliquent beaucoup de ces complexités, y compris des actifs commerciaux, des investissements et des biens dans des juridictions étrangères, ainsi que des déclarations et des paiements de droits de succession.

Nous sommes également en mesure de conseiller sur des questions telles que les actes de modification, les fiducies et les testaments pour aider les bénéficiaires à planifier leurs propres droits de succession et leur succession, et nous impliquons souvent nos collègues de Progeny pour fournir des conseils en matière d’investissement aux bénéficiaires héritant de sommes d’argent substantielles.

Veuillez noter que

Les services d’homologation et d’exécuteur testamentaire ne sont disponibles qu’au Royaume-Uni.

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Questions fréquemment posées

Anyone aged 18 or over can act as an executor of a Will. The only caveat is that you should choose those who are comfortable and capable of taking on the responsibility.

We find that for most of our clients, their affairs are sufficiently complicated to justify a professional executor, although most people also choose their spouse, partner, adult child, friend or close relative to act on their behalf. It’s worth noting that your executor can be a beneficiary in your Will; they don’t have to be impartial.

It’s good practice to have two executors, one of whom should be a professional, although up to four are legally allowed. Having two offers good ‘cover’ if one is unable to act or passes away before you’ve updated your Will, whilst removing the difficulties of having too many people involved. A professional executor will have specialist knowledge to ensure your estate is looked after and help remove some of the burden from your family. It’s worth noting that some of the documentation which executors might face is extremely daunting; the forms related to IHT top more than 100 pages alongside a similar number of pages of notes. Specialist software can be a big help, although the costs can be prohibitive for if you have specified a family member or friend as your executor.

A professional executor has the required skills and experience to deal with your estate, ranging from handling the deceased’s tax affairs, selling or transferring their property and managing their investment portfolio.

The executor of a Will ensures all property owned by the deceased party is secure as soon as possible following their passing. This individual has a legal responsibility to identify all assets in the estate, obtain valuations, settle any tax due and, if necessary, make an application for the grant of probate. The executor will also be responsible for paying any outstanding debts and liabilities and making distributions to the chosen beneficiaries according to the terms of the deceased’s Will.

You can appoint as many executors as you like in your Will, and you can also choose substitute executors should any of your initial choices be unable or unwilling to act. However, the maximum number of people that can act as executor at any one time is four.

Some of an executor’s powers are standard, given under state legislation, whilst others may be granted in the Will. Traditional executor powers include:

  • Investment power
  • Power to advance money to minor beneficiaries
  • Lending
  • Use of estate property

The process of probate can take up to 6 months or more from the date of death till the estimate being distributed amongst beneficiates. An experienced solicitor can assist you and help you avoid any mistakes, which may can result in further delays. 

Once the grant has been issued, probate typically takes a few months to work through but it can take longer. Ultimately the time needed depends on the size or complexity of the estate in question, including whether your assets are just in the UK or overseas too.

Executors will then gain access to your funds and deal with your finances so that they can follow your wishes for sharing out your estate.

The executor of your estate, who you’ll have nominated in your Will, will apply for a grant of probate. Probate is usually needed for any estate worth more than £5,000 and is a legal document enabling your executor to gain access to your funds and deal with your finances so that they can follow your wishes for sharing out your estate. Applying for the grant will need your executor to identify the estate’s total value and have the original Will and a death certificate.

Probate is one of those financial planning terms that lots of us have heard of, but few understand the meaning of, and whether it will apply to us.

Most of us will leave an estate when we die – anything from some cash savings in the bank to a collection of properties, investments and savings. In its simplest form, probate refers to the process which identifies and values these assets, pays any remaining debts and shares what’s left in line with the Will.

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