Case Studies

Case Study 2 – Joan’s Story

We had a call from a 78 year old lady whose brother had died. Her brother was single and did not have any children. She too was not married and had no children to help. She had been given our details from her niece whose mother’s estate we had dealt with 2 years previously. Alec Smith, Valued Estates Managing Director went to meet the sister of the deceased at his house in London. She was very uncertain about what her brother had in the way of assets but the location of the house meant that it was valued at £1.2 million. This case study shows how Valued Estates managed an estate with a large Inheritance Tax Liability.

The estate consisted of: –

  • The property (1.2 million)
  • A huge amount of contents
  • EDF
  • Council Tax
  • Thames Water
  • Nationwide account
  • Legal & General pension
  • Prudential pension
  • State pension
  • Equitable Life insurance
  • Driving license

As there was evidently a large Inheritance Tax Liability, the sister decided that the house would have to be sold. We were engaged to administer the estate and a fixed fee was agreed.

Our fee covered the following aspects: –

During the administration period the sister received weekly feedback via telephone and called us if she was in doubt about anything. We made 14 visits to the house to assist the sister with the process. This was all included in the fixed price at the outset.

To find out how we could help you, click here or call us on 01920 449700.

Case Study 1 – Peter’s Story

We received a call from one of two brothers in their 40’s who had both moved to Australia. They had returned to Bedfordshire to care for their father in the last few weeks of his life. After picking up one of our probate booklets at the funeral directors, a free advisory meeting was set up […]

Case Study 3 – John’s Story

We were contacted by a man in his 20’s whose father had passed away without a Will. His parents had divorced and he had not seen his two elder brothers for some time and he did not know how to contact them. He was unsure what was involved with his father’s estate as he had […]

Case Study 4 – Jonathan’s Story

We were called by a barrister whose father had recently died. He had heard of our service and was keen to have a meeting. Although he obviously had a good understanding of probate, he practiced in another area of the law and wanted Valued Estates to do everything on behalf of his surviving mother as […]

Case Study 5 – Graham’s Story

We were called by a past client for the fifth time. His mother-in-law had died at Christmas in a care home. The children had recently sold their parents’ house to pay for the care fees. Unfortunately, she had died after only a few weeks at her new home. In this probate case study, probate was […]

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