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Administration Services
Our specialist trust and estate team provides an efficient and cost effective administration service to trustees and executors.
We provide assistance to executors in the following areas:
- Probate applications.
- Inheritance tax advice.
- Estate administration.
- Finalising the deceased’s tax affairs to the date of death.
- Taxation issues during the administration period.
- Advice regarding the beneficiaries’ tax position.
We provide the following services for trustees:
- Assisting with administrative duties such as trustees
meetings.
- Preparation of trust accounts and tax returns.
- Providing tax advice to beneficiaries.
- Capital taxes planning advice.
- Acting as professional trustees.
- Financial planning.