What really matters: Wealth, loss, and a helping hand from Old Mill

Wealth means something different to everyone. But when you lose someone close, all the money in the world can’t prepare you for the emotional and practical mess that follows. There’s so much you don’t know until you’re suddenly thrown into it.

Support when you need it most

If you’ve ever been an executor for someone’s estate, you get it: endless forms, calls, confusing paperwork, and all the while you’re grieving. It’s overwhelming.

Last month, the government announced the details of how pensions will be included in your estate for Inheritance Tax purposes for deaths from April 2027. In a change to the original consultation, they have passed the responsibility of obtaining pension values onto the personal representatives – so if you’re the executor named on the Will, that will also fall to you.

That’s where Old Mill comes in. Our Estate Administration team takes care of the admin headaches so you can focus on what matters—remembering your loved one and being there for your family.

Why pick Old Mill?

• We know the ins and outs of estate taxation
• We handle things with real empathy
• We make the process smoother and faster
• We’ll work with your unique situation

Let us help

In tough times, support is just as valuable as money. Let us deal with the paperwork so you don’t have to. Services we can help with include:

• Inheritance Tax returns
• Estate accounts
• Estate tax returns
• Corresponding with HMRC
• Liaising with providers to notify them of death and obtain values
• Arrange encashment of assets/closure of accounts
• Assist with opening an executor’s bank account

If you want to know more speak to your usual Financial Planner or the Old Mill Estate team.