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Newbury: 01635 521212
Wantage: 01235 771234
Swindon: 01793 511055
If you wish to discuss your issue please call us on one of our local telephone numbers -
Newbury 01635 521212 / Swindon 01793 511055 / Wantage 01235 771234 -
or use the "Do you need help?" form on the left.
It is very difficult to cope with the financial and business side of things when you are grieving the loss of a relative or friend. However, seeing a Solicitor can help.
Our team comprises specialist solicitors, legal executives and paralegals to ensure that work is done cost-effectively and promptly. We understand that effective communication is important at times of uncertainty and our clients benefit from our experience and the strength in depth of our team.
Our solicitors can advise on taxation issues in relation to the estate, including inheritance tax, the availability of tax reliefs and exemptions and can prepare inheritance tax accounts and returns to HMRC. They can also advise on Deeds of Variation to eliminate or reduce inheritance tax on the estate or the future inheritance tax liabilities of the beneficiaries.
Our solicitors can advise you on the implication of trusts contained in the will, and any trusts in which the deceased has an interest. For more information about Trusts ... please click here.
We can assist in obtaining the Grant of Probate, can advise on the position where there is no will (intestacy) and can deal with the complex legal issues which sometimes arise when administering a will and dealing with estate assets.
We keep estate accounts as the administration progresses to enable the executors to comply with their duties to account to beneficiaries and notify HMRC of any changes to the estate for inheritance tax purposes. We produce information to enable the executors to file tax returns for the estate administration period, including in relation to capital gains on estate assets.
We produce certificates of deduction of tax for the beneficiaries' income tax affairs.
We also advise beneficiaries in interpreting wills, investigating the administration of estates by others, and deal with disputed inheritance claims.
Getting started ....
Completing the attached questionnaire will help us to identify matters for consideration.
Please let us know what we can do for you by filling in the "Need Help? section on the left.