Estate Administration – process and procedure, with Richard Honey, Charles Russell Speechlys 

Event details

Date: 5th March 2024
Time: 11:00am - 11:30am
Venue: Online via Zoom

This event has already happened.

In this 30 minute “lunch and learn”, Richard Honey, Senior Associate at Charles Russell Speechlys LLP will guide you through a case study of a “typical” estate administration from the point of view of an executor, so you can be better equipped when corresponding with executors (or their legal advisers) to help minimise delays and maximise charitable income.

Key questions we will cover include:

  • What are the main duties and responsibilities of an executor and why might they be “difficult”?
  • What is the process of an estate administration from an executor’s viewpoint, and how long might it take?
  • Are there any anticipated interactions between an executor and HMRC, and what are the deadlines for compliance?
  • What are the “pinch points” of an estate and the risks associated with administrations for executors?