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Swedish Probate Question

Tax authorities

PlasticHag
post 26.Jul.2016, 10:40 PM
Post #1
Joined: 26.Jul.2016

Hi - looking for some information/insight into process for tying up an estate in Sweden.

A relative died last year in England (he was a British citizen) although he lived for many years in Sweden. He had an outstanding issue with the Swedish tax authorities which he had sorted but they owed him money back. The English side of the estate is complete but the Swedish side has not started yet. The English lawyer has been trying to find a lawyer to act in Sweden. He has now found someone but we have no way to know how to check he is ok and if the price he is quoting (2500SEK per hour) is usual. He has also said he cannot provide any estimate of the time it will take him to sort out the Swedish side.

I would be grateful for any knowledge of the system and how usual it is to have no way of knowing if we will be facing a large bill for lawyers fees at the end of this.

Thanks
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yet another brit
post 27.Jul.2016, 07:39 AM
Post #2
Joined: 5.Jan.2013

2500 an hour is at the upper end to be sure, but not I am afraid outrageously so. You still might want to shop around.

The will is being probated in the UK, presumably? But details are details so impossible to say how complex something would be.

There is a defined and relatively simple process in Sweden, if the will is being probated here, but again the devil is in the detail. No inheritance tax here, but a requirement for half of the estate to be distributed to descendents.
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LLHope
post 27.Jul.2016, 06:38 PM
Post #3
Location: Stockholm
Joined: 1.Jan.2014

Before engaging any lawyer I suggest that you (your lawyer) contacts directly the Tax Office here. They are excellent with regards service, they can tell you exactly what you need to do and they do not have the "us against them" mentality that many tax offices have with regards payments and/or rebates. In fact, if the deceased was owed a rebate they will also calculate interest they have to pay on top if they haven't paid it yet wink.gif . You might get a nice surprise that all it takes is to submit a form and a few documents and it is done and dusted.

Edit: And since the deceased estate is being handled in the UK under UK rules, then Swedish inheritance rules do not count. Don't forget the EU rules changes recently.
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yet another brit
post 28.Jul.2016, 09:24 PM
Post #4
Joined: 5.Jan.2013

Or you could engage LLHope as your lawyer. His advice usually seems pretty pragmatic :-)
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PlasticHag
post 31.Jul.2016, 05:28 PM
Post #5
Joined: 26.Jul.2016

Thank you very much both of you for your helpful responses.

I think the English lawyer is engaging the Swedish lawyer to do the process for the English executor to be able to act in Sweden. So any funds can be gathered by him in Sweden and passed to beneficiaries. Does this sound right? Or could the English executor/solicitor contact the banks and tax authorities themselves?

Is there some kind of 'association' or professional regulatory authority that we can check credential or similar for the lawyer the English lawyer has found in Sweden?

Thanks again
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yet another brit
post 1.Aug.2016, 08:28 AM
Post #6
Joined: 5.Jan.2013

Anyone can call themselves a "jurist", and "jur kand" as a title means that you have mean to law school. The two terms are roughly but not necessarily interchangeable.

A lawyer with certified post-grad experience may call themselves "advokat", and they will be a member of the professional body, advokatsamfundet.

As per LLHopes advice, talk to Skatteverket (slowly, politely and in clear not-too-regional English, and you'll likely be fine) to find what is actually needed. The person executing a deceased Swedes will and submitting the paperwork to Skatteverket doesn't need to be a lawyer as far as I understand. And this isn't a Swedish will anyway.
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