Dealing with the estate of my late brother who was overseas
Dealing with the estate of my late brother who was overseas
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eliot

Original Poster:

11,995 posts

283 months

Thursday 30th December 2021
quotequote all
My brother passed away last month. He was a Brit, with New Zealand Citizenship living in Australia for over 20 years.
Found the will and have appointed a solicitor in Oz. I have used the UK tells us once service, advised the Oz authorities and NZ authorities.

The bit i cant work out is how to deal with the financial side of wrapping up his estate because the solicitors has explicitly said they wont help with that. I think i need an accountant - but i cant get my head round whether i chose one from the UK, Oz or NZ?
His affairs should be straightforward, but I know that i'm liable if i miss something or forget a step.

I did my late mother's estate myself here in the UK - but I had access to all her paperwork including statements etc - so it was relatively straightforward to suss things out. With my brother, there's no paperwork to speak off and living the other side of the world, I wasn't involved with his affairs - so i have no clue how i ensure I've done as much as i can to work out if he owed any money or to sort his inland revenue in three countries.

I still haven't even got access to his bank to even check the balance - I sent off the forms via airmail on the 10th December signed-for and they haven't arrived yet.

Would a UK accountant deal with all three countries or should i find one on Oz?


jeff m

4,066 posts

287 months

Saturday 1st January 2022
quotequote all
I don't have any expertise.....
But I would think OZ, as that was his residence and where he would pay taxes and possibly have other outstanding obligations.

Try to see who prepared his previous taxes, he would be the best choice.

Edited by jeff m on Saturday 1st January 17:25

sociopath

3,433 posts

95 months

Saturday 1st January 2022
quotequote all
If your solicitor won't deal with the financial aspects, get a different one.

Our solicitor dealt with everything in my mother's estate.

eliot

Original Poster:

11,995 posts

283 months

Saturday 1st January 2022
quotequote all
sociopath said:
If your solicitor won't deal with the financial aspects, get a different one.

Our solicitor dealt with everything in my mother's estate.
Indeed - probably a bit late now because i’ve engaged them and changing now will just cause more delays and hassle. But yes, would of expected a one stop shop.