Dealing with the estate of a deceased individual can be a very upsetting and stressful time. We offer invaluable advice and support during these difficult times and aim to do so in the most efficient and cost-effective way possible.
There are steps that can be taken to lessen the impact of inheritance tax on the value of your assets. We can advise on Tax Planning in lifetime, the use of Trusts to help tax planning and Deeds of Variation in the deceased’s estate.
We can collate information, prepare the necessary tax returns, prepare the documents necessary for an application to the Probate Registry and submit the application, encash and transfer the assets and pay any debts, prepare and submit any necessary tax return for the administration period, prepare the final estate accounts and arrange distribution to the beneficiaries.
We take full responsibility for obtaining the Grant of Probate and dealing with the Legal, Tax, Property and Estate administration affairs on your behalf.
We have access to expertise and wide experience in advising on the content and drafting of Wills.
We can arrange access to expertise and wide experience in drafting and applying for Lasting Powers of Attorney.
Working with estate professionals to help customers access their inheritance earlier.
Authorised by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.