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.

For more information, contact:

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