accessibility & help

How to administer an estate

To administer an estate, you will need to:

  • identify all the estate’s assets and liabilities
  • identify and contact the beneficiaries
  • submit an inheritance tax form to HM Revenue & Customs
  • obtain a grant of probate
  • settle taxes
  • protect, dispose or transfer assets in the estate
  • pay all debts and administration expenses
  • prepare the estate accounts
  • prepare the tax deduction certificates
  • distribute the estate.

Our legacy administration team is happy to help wherever possible.

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For more information

If British Red Cross is a beneficiary under an estate, and you require more information, please contact the legacy administration team.

0207 877 7351