We handle every aspect of the administration regardless of its size and complexity. We will work with you to ensure that the terms of the Will are carried out in an efficient and professional manner.

The death of someone close to you is a very difficult and emotional time when many unfamiliar and important matters need to be dealt with. Which is why it is essential to appoint an executor you can trust to administer your estate efficiently and with sensitivity.

Services include:

    • Establishing and assessing the value of the estate
    • Preparing the appropriate inheritance tax accounts and forms
    • Applying for the grant of probate
    • Collecting the assets and dealing with creditors
    • Settling the deceased’s income and capital gains tax liabilities
    • Administering assets at home and abroad, such as property and businesses, until they can be sold or transferred
    • Transferring legal title to assets to the beneficiaries
    • Preparing the estate income and capital gains tax return and settling the tax due
    • Providing tax information to the residuary beneficiaries
    • Preparing comprehensive estate accounts
Fund Managers are increasingly outsourcing administration and custodianship to boost efficiency and reduce costs. But is it the right move for your business?

In this blog, we dive into the benefits, from cost savings to scalability, as well as potential areas for consideration when relying on external providers.

Read on to discover how outsourcing can help you stay ahead in a competitive market.

Read more
Outsourcing administration and custodianship: why businesses are making the move

Contact us

For further information please contact us by email or telephone: 020 3994 7200