Estate & Inheritance Tax Planning

Our services include;

• Advising on planning for both lifetime giving and mitigating the tax liabilities payable as a result of death.

• Advising  on the use of exemptions and allowances to maximise wealth

• Advising on  or reviewing wills to assess tax and other financial implications

• Links with local solicitors who can provide a full will writing service at competitive rates

• Introductions to advisers who can provide a full trust writing and planning service where appropriate

• Dealing with the complexities of Inheritance Tax returns and calculations

• Acting as professional executors

Estate Administration

We have a wealth of experience in this area – ask us to help with:

• Advising Executors of their duties and obligations

• Acting on behalf of Executors

• Summarising the estate and preparing accounts prior to distribution to beneficiaries

• Advising beneficiaries of tax consequences of distributions from Trusts and Estates

• Completion of all compliance paperwork

• Complete Self Assessment tax returns for any period of Administration