Estates and inheritance tax
Dealing with someone's estate can be difficult at an already hard time. We can help executors and families with the accounting and tax paperwork involved, explained clearly and handled carefully.
What we do
- Prepare estate accounts
- Complete IHT400 inheritance tax forms and returns for HMRC
- Inheritance tax mitigation and planning
- Prepare tax returns for the period while the estate is being administered
- Prepare the final tax return for the person who has died
What we do not do
Our estates work covers accounts and tax compliance. We do not give regulated investment advice. Where you need it, we partner with reliable and experienced financial advisers who can provide this advice.
Talk to us
If you are an executor or are helping with an estate, get in touch and we will explain how we can help.
