The role of an executor is not an enviable one but we can take away much of the paperwork and technical graft. Having assisted with estate planning and reviewing wills we are often the best-placed adviser to provide these services. We offer value for money (we charge by time spent and not on a percentage of the estate value). The types of service we can offer include:
- valuing assets for probate services
- agreeing tax liabilities up to the date of death with HM Revenue & Customs
- completing inheritance tax forms to help obtain grant of probate
- calculate inheritance tax liabilities and advising the executors on payments due
- dealing with correspondence from HM Revenue & Customs Capital Taxes Office
- preparing estate accounts and advising on distributions to beneficiaries
- advising on investments suitable for the executors or beneficiaries
