Holiday pay and entitlement reforms
On the 1 January 2024 the Department for Business and Trade (DBT) issued guidance on the changes that are…
We understand that when you are dealing with the loss of a loved one, you don't need the added complication of trying to grasp the complexities of administrating and distributing an estate.
Support when you need it
As Chartered Accountants our tax knowledge and experience of dealing with information in a structured way makes us ideally suited to efficiently deal with non-contentious probate and estate administration. Our expertise and, in some cases, first-hand knowledge of the deceased’s tax and financial affairs simplifies and speeds up the whole process.
If you are a client, we already understand your business and your financial affairs. We may know your family and have considerable knowledge about your background and history. We have spent a long time building a relationship as your trusted adviser and creating a plan for your wealth. That puts us in a position to make sure that your estate is handled in not only a tax efficient way, but with respect, compassion and in accordance with your wishes
We can assist with a wide range of probate services, including:
For more information about our probate services please contact Roseanne Bennett
Brochures - Compassionate and Efficient Probate
Probate can be complicated and lengthy. Our expertise in tax and finance can assist you through this difficult time and our fees for probate are often lower than you think.
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Personal tax - Lasting Powers of Attorney
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Brochures - A guide to probate and estate administration
This guide sets out how we can help you, from a legal and financial perspective, when somebody dies. We are licensed to provide probate services in England and Wales and can help you during this stressful time.
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On the 1 January 2024 the Department for Business and Trade (DBT) issued guidance on the changes that are…
At the end of 2023, investors expected the US and UK central banks to reduce interest rates by 1.50 -1.75 percentage points in 2024.1 A fortnight after the spring equinox, those expectations have reduced to only 0.25 - 0.75 percentage points2 and some are now questioning whether we will see any rate cuts at all.
As we look forward to Spring and the lighter, brighter days ahead, we round up what has been a busy few months as we came to the end of 2023 and welcomed the New Year. Our support of local causes, initiatives and hosting of our own events has been as busy as ever…
Rural Seminars – We held two successful rural seminars in late Autumn 2023, one in Haddington, East Lothian…