Our team combines years of knowledge and expertise with a direct approach to provide the best advice to relatives and friends acting as executors and administrators on all aspects of estate administration.
"This is just a quick note to thank you and your team for the great professional service Karen received from Wilson Nesbitt on behalf of her father. She has told me (often) how good your staff have been to her and that they are a great credit to you and the firm. Thank you once again for, frankly, just being there when you were needed."
Introducer, Scotland“Able to work methodically through the paperwork relating to my dad and to relieve the burden a little.”
Private Client, Lisburn“Just operates in a way that you hope they would. They are as good a company as I have ever worked with, top notch.”
Private Client, Belfast“I have confidence in them, which goes a long way in your professional relationships.”
Private Client, Antrim“There is no room for improvement. Everything and everyone excellent. Kept in touch with me at every stage and so prompt with everything totally the way a business should be run.”
Private Client, Newtownabbey“Found our meetings to be invaluable. We asked many questions and we were very impressed by the knowledge given to us. Felt every issue was comprehensively replied to and gave us confidence. Thank you so much.”
Private Client, Portaferry“No faults with the service - everything was clearly explained - no hard sells - just professional and caring attitude.”
Private Client, BangorExpertise
Our team has been built on years of market leading knowledge and expertise led by a partner and tax director with together over 40 years of combined Society of Trust & Estate Practitioners training and expertise advising families after the trauma of the death of friend or relative. We provide a partner led process with a dedicated specialist team in the administration of estates. We adapt our service delivery to whatever suits you, with in office, at home personal meetings, and phone or video virtual meetings allowing us to act for clients all across Northern Ireland expertly and efficiently.What We Do
- Taking your instructions, advising on the process and the immediate protection of assets
- Gathering and collation of asset valuation and liability information
- Claiming of all Inheritance Tax reliefs and exemptions and preparing IHT Capital Taxes Office returns
- Court application for Grants of Probate of Wills or Letters of Administration on intestate estates
- Advising executors on their responsibilities and liabilities and protection by advertising where appropriate
- Asset realisation, debt settlement & legacy bequest payments
- Lifetime and estate administration income tax returns and repayment claims
- Post death tax planning advice and preparation of deeds of variation
- Preparation of administration accounts and distribution of residual assets
- Trust management in accordance with the regulatory rules
Get in touch
To find out more about how we can help you with your Probate & Estate Administration query, please contact us.