Executorships

Trust us to help

We can give you peace of mind that your assets will be distributed according to your wishes.

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

 

Our services

Every client is unique and deserves a unique service. Our philosophy is to put our clients first – to understand their situation and provide a first-class service tailored to their specific needs.

Because we establish a one to one relationship with each client, we are able to offer timely, individual advice on how to improve your business or personal finances.

Business services

Do you want an accountant who actively works with you to make your business more valuable?

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Cl0ud accounting

We use cloud accounting systems that allow you to access your business information securely, wherever you are.

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Wealth management

Ensuring a secure financial future for yourself and your family is not something that can be left to chance.

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Specialist medical accountants

Medical professionals now demand much greater knowledge and exercise of management skills. We aim to satisfy that need by providing a specialist and proactive service to the medical profession.

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Sectors

Over the years we have dealt with a considerable variety of businesses and have developed expertise in a number of specific trade and service types.

Contact us

Please contact us today for a chat and to arrange a free no obligation consultation.