Appointing a Professional Executor to relieve the burden from family or friends
Acting as an Executor will soon become far more complex following changes planned to come into effect in April 2027, when unused pension funds will be included within a person’s estate for Inheritance Tax purposes.
More detailed information can be found in the factsheet entitled Changes to Inheritance Tax on Pensions.
The Executors named in your Will, will therefore be responsible for calculating, reporting and paying any Inheritance Tax due on these pension funds alongside the other assets in your estate.
We are honoured to act as Executor for thousands of clients who choose to appoint us as Executor in their Will and relieve their family and friends from this potential burden at a difficult time.
Our Zedra Legal Services award-winning team of probate experts provide empathy, support and technical expertise and clients can feel safe in the knowledge their affairs are handled by qualified and experienced probate practitioners.
They handle all aspects of the administration from the point of death to distribution to the beneficiaries including all necessary taxation and correspondence with HM Revenue and Customs (HMRC).
Zedra Trust Company can be appointed as Executor (and Trustee if there is a Trust in the Will) at no cost to you by drafting a Codicil to an existing Will as follows:
Complete and return the ZEDRA Client Agreement: Updating your Will by Codicil to [email protected] and include a scanned copy of your current Will.
If sending by post send to:
ZEDRA, Booths Hall, Booths Park 3, Chelford Road, Knutsford, Cheshire, WA16 8GS.
ZEDRA Client Agreement: Updating your Will by Codicil
Client Agreement
T & C’s for the Drafting of Codicil
Terms and Conditions
Changes to Inheritance Tax on Pensions
ZEDRA Factsheet
What happens next?
ZEDRA will prepare a Codicil to your Will appointing ZEDRA as Executor (and Trustee if there is a Trust in the Will). It will be sent by post to your home address to be signed and witnessed.
ZEDRA can store the original Will and Codicil at no cost; a copy of the Will and Codicil will be sent to you to keep with your personal papers alongside a note confirming that the originals are held with ZEDRA.
What if a review and possible redrafting of my Will is required?
ZEDRA provides a professional Will and Lasting Power of Attorney drafting service, if you would like to enquire about this service and the costs involved please email [email protected].
ZEDRA’s Professional Executorship service
How much does the service cost?
As each estate differs, we feel that it is important to provide a bespoke fee quote that reflects the circumstances of the estate rather than charging a fee calculated as a percentage of the value of the estate.