Following the death of a family member, we can take much of the worry from you by assisting with the administration of the deceased's financial affairs. If you or a member of your family is an Executor, we can assist with preparing the final tax return, establishing the value of assets and liabilities at the date of death, and preparing estate accounts and tax returns for the period of administration. We will work alongside your solicitor who may be involved in applying for probate.
In some circumstances, it may be appropriate to consider naming one of our Partners as a professional Executor in your Will and/or as a Trustee in your Lasting Power of Attorney. This will give you assurance that your family will have expert and trusted support in relation to financial and tax matters following your death or incapacity.