Probate manager

Role purpose

?Our Clientis looking for a an ambitious manager to join and complement the trust team within the Private Client group in a growing role. To take responsibility for a varied caseload of probate & estate administrations, to include taxable and non-taxable estates.


Key responsibilities

1. Ability to engage with Partners/Directors and clients by telephone, email and face-to-face meetings for initial scoping of work involved and continued progression as matter evolves
2. Preparation of all emails and letters requesting information to value assets and liabilities as at date of death, as required
3. Keeping the executors abreast of progress, with regular updates
4. Preparation of all relevant Inheritance Tax forms - a good understanding of relevant Inheritance Tax allowances to include the nil rate band and the transferable nil rate band. Experience in business relief and agricultural relief are also desirable but not essential
5. Dealing with the application to obtain a grant of probate
6. Liaising with HMRC, HMCTS and third parties, as required
7.