Executorships

• Maintaining Executorship Bank Accounts and recording full details of incomings and outgoings.


• Assisting the Executors in the smooth running of the administration of the Estate to ensure the distribution of assets in a prompt and efficient manner.


• Providing advice on the merits of acquiring or disposing of any specific investments held by the Estate.


• The preparation of accurate computerised accounts for the period of administration.

We are able to provide taxation advice including:

• Inheritance Tax liability on death.


• Income/Capital Gains Tax during the period of administration.


• Liaison with Executors regarding tax planning opportunities that may arise during the period of administration.


• Completion of the Tax Returns.

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