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.