Our experience has shown that having a dedicated trust and wealth services team, with a diverse range of knowledge and expertise in tax, accounting and administration for trusts and estates, has perfectly positioned us to provide an efficient support service for solicitors involved in complex estate work. Administering an estate, like many other aspects of private client work, has become increasingly involved. We are confident that we have the technical expertise and practical know how to add value and provide an assured, collegiate and complementary service when acting in support of our colleagues in the legal profession.

 

We can provide advice and support in the preparation of IHT returns and on issues of contention such as business valuations, eligibility for tax reliefs and on issues of domicile. We also have a strong accounting team with vast experience of the complexities of estate accounting and can provide a swift and cost-efficient service.

 

We have recently expanded our estates administration team which, coupled with our existing knowledge and experience of tax, trusts and estate planning, means we can provide a full suite of estate administration support services.