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Later life planning

Legal Services Helpline

Supporting you after the death of a loved one

 

We understand that it can be hard to know where to start following the loss of family or a friend. At an already difficult time, dealing with the estate can be the last thing you want to think about.

There may be a number of things that will need to be organised when somebody passes away, including what happens to that individual’s possessions, property and money. Administration of an estate can be complex, confusing and time consuming.

That’s why we work with Hugh James to offer our customers access to an Estate Administration Service, which is a specialist service handling all the processes and paperwork after someone passes away.

They can provide help in a range of ways; from certain property issues, helping with paperwork and ensuring any funds are distributed accordingly. 


Why Hugh James?

Hugh James have a large and experienced wills, trusts and legal services team who specialise in all matters relating to estate planning.

They are a top 100 UK law firm, with over 50 years’ experience and 600 staff members specialising in legal matters, but they still keep a personal, down-to-earth approach based on finding the right solutions for their clients.

Hugh James can help with:

  • writing to all asset and liability holders to confirm the financial details at the date of death
  • ensuring any property is secured and insured
  • identifying the beneficiaries
  • completing relevant Inheritance Tax, income tax and capital gains tax forms as appropriate
  • arranging to close bank accounts, investments and receiving the closing balances
  • arranging the sale of any property or transfer of it to the beneficiaries
  • preparing and sending the estate for approval
  • distributing the assets of the estate
  • ensuring the appropriate tax reliefs are claimed
  • dealing with overseas lawyers if required
  • resolving disputes

Hugh James know that everyone’s circumstances are different, so for more information or advice please call the legal helpline to discuss the help available.

 

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Help and Guidance Following Bereavement

If a member of your family who holds an account with YBS has passed away, we want to help and support you and your family and make any dealings with us as simple as possible.

We have produced a Bereavement Guide to support the Personal Representative, Executor and the joint account holder of the deceased to help you through the process and provide the support you need. It explains who you need to inform and what information you need on the deceased.

Ask for details in branch or download a copy here.

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Yorkshire Building Society chooses to introduce its customers to Hugh James Solicitors for the purposes of advising on and arranging will writing and legal services administration. Hugh James is authorised and regulated by the Solicitors Regulation Authority (SRA number 3030202) and is authorised and regulated by the Financial Conduct Authority. Hugh James head office is Hodge House, 114-116 St Mary Street, Cardiff CF10 1DY.Will writing and legal services are not regulated by the Financial Conduct Authority.
Not all forms of Inheritance Tax Planning are regulated by the Financial Conduct Authority.

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