Spring Budget 2023: Another teeny-tiny step towards simplifying the probate process for some estates!
6 mins
We take the time to guide executors through the administration of an estate – from a free initial meeting with family to plan the way forward and explain the process, all the way to finalising estate accounts to evidence the distribution of the estate.
We know it can be daunting to be faced with the prospect of handling a loved one’s legal and financial affairs. We offer a flexible service tailored to each individual case; let us take the worry away and help as much as you would like.
Our partners and directors are also Society of Trust and Estate Practitioners (STEP) qualified; we are professionally recognised as ‘trusted advisors’ in this field.
We can help with the following:
Deputy Managing Partner
Private Client Partner
Private Client Partner
Private Client Partner
Private Client Partner
Private Client Partner
Tax Director of Trustees
Private Client Director
Our team works to the highest standard to provide evidence that withstand close legal scrutiny and cross-examination. We are well prepared and confident in our ability to communicate and defend our opinions effectively, both in writing and on cross-examination.
Tolley's Taxation Awards 2019 Best Private Client Practice Finalist
We offer you a truly joined-up service, with both our financial planning and private client tax working together to give you the best possible advice
We are a founder member of The International Accounting Group (TIAG)
Four Offices: London, St Albans, Rickmansworth and Milton Keynes