In this episode of Listen Without Prejudice, Nicholas Barlow, Head of the Private Client team at Bishop & Sewell, is joined by Ben Williamson, Senior Associate, to unpack one of the most important and often underestimated legal roles: being an executor.

Acting as an executor can be an onerous responsibility, particularly when it begins at a time of grief. Nicholas and Ben guide listeners through the executor’s journey from the date of death through to the final distribution of the estate, highlighting where risks commonly arise and how professional support can help avoid costly mistakes.

The discussion covers the practical realities executors face, including organising funerals, securing and insuring property, locating and valuing assets, reporting to HMRC, applying for probate, and managing tax liabilities. Ben also explains why executors can become personally liable if taxes are underpaid or assets are distributed too early and why careful record-keeping and due diligence are essential.

Whether you’ve been named as an executor, are considering appointing one, or simply want to understand how estate administration works in practice, this episode provides clear, practical guidance and expert insight into a role that carries real legal and financial responsibility.

Chapter Markers:

(01:00) – When the executor’s role begins, often without warning

(04:45) – Protecting property: insurance, vacancy, and risk management

(08:30) – Locating assets and avoiding underreporting to HMRC

(14:30) – Valuations: property, chattels, and Red Book reports

(17:30) – Can you refuse to be an executor? Renunciation and intermeddling

(22:00) – The “executor’s year” and beneficiary expectations

(23:00) – Finalising the estate and what happens if assets appear later

Useful Links:

Connect with Nicholas Barlow on LinkedIn

Reach out to Ben Williamson on LinkedIn

Visit the Bishop & Sewell Website