Bereavement is a horrible time and nothing anyone can say will make that any better for you.

However, what we can do is to take some of the financial burden from you, including:

  • Helping to get the affairs of the deceased in order
  • Helping with probate
  • Liaising with HMRC to agree the inheritance tax position
  • Working with the family on the tax position of the distribution of the estate
  • Discussing with the family whether any deeds of variation are appropriate

We realise also that for some clients, the death of a spouse will mean that it is now the first time that they are left to manage their finances alone.  However, you don’t need to be alone.  Whether you need a solid financial sounding board, or whether you need a full family office service, we are here to help.

Get in touch

Please ensure all required fields are completed.

Need more information or have a question? Drop us an email using the form below and one of our team will get back to you as soon as possible.

Newsletter Signup

Yes, I consent to receive emails from Charter Tax. We will provide you with updates and marketing which we think we will be relevant to you! We take care of your private information and you can see our privacy policy here.