“As executors of the estate and trustees of the will trust, we were always impressed by the efficiency and punctuality with which you attended to all the many issues involved.”
− Kevin Feeney, Wealth Management client
Estate Support Services
We offer a wide range of services to help you administer an estate, including:-
- Advice and support to executors and administrators.
- Advice on variations and other post-death arrangements and tax-planning opportunities.
- Preparing the inheritance tax accounts.
- Arranging for valuations of listed and unlisted investments, land and property, and chattels and works of art to be carried out.
- Assistance with arrangements to obtain probate.
- Calculating the inheritance tax liability and dealing with pre-death income tax and capital gains tax matters.
- Dealing with income tax and capital gains tax matters arising in the administration period including completion of trust & estate tax returns.
- Assistance in locating the assets and liabilities of the estate.
- Preparing tax deduction certificates for beneficiaries
We also offer a fully comprehensive service consisting of:
- Full administration including collecting assets of the estate, settling liabilities and legacies and arranging distribution of residue.
- ThePreparation of estate accounts either on an ongoing basis or on completion of the administration, conforming to the standards laid down in the Society of Trust and Estate Practitioners (STEP) guidelines.
- Conducting all correspondence with HM Revenue & Customs.
Remember we are here to help you through the stressful process.
