Our experts can assist by:
- Discussing with Will makers how to bequest assets in a tax efficient manner
- Provide guidance to executors on managing the estate in a tax efficient manner
- Provide specific advice to Solicitors and Executors about estate related tax matters
- Preparation of tax return for the deceased (date of death return)
- Preparation of tax return (and financial statements, if required) for the estate
- Preparation of tax return for testamentary trusts
- Provide certainty for Executors about final tax liabilities
- In instances of estate mis-management – object to tax assessments to recover refunds
- Work with Will makers, Executors and Charities to maximise the estate for charitable bequests
We recommend Will makers seek both legal and tax advice before finalising their Will to ensure they avoid burdening others with unexpected tax liabilities.
