Estates and Wills

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Executorships

We offer services to executors that include:

  • 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.

Contact us today to discuss how we may be of assistance to you in this area.