Our probate lawyers can provide tax advice to executors and administrators when dealing with the administration of estates or trusts.

This includes claiming tax reliefs and exemptions to reduce the tax liability of the estate.

Tax reliefs include claiming nil rate band and residence nil rate band, claiming spouse or charity exemptions and business property relief (BPR) or agricultural property relief (APR).

We can help with:

• Tax planning advice with will drafting
• Calculating inheritance tax on death and lifetime gifts
• Agreeing tax liability with HM Revenue & Customs
• Preparing deeds of variation to reduce tax payable
• Calculating capital gains tax
• Completing estate & trust tax returns online
• Acting as an approved HMRC tax agent
• Calculating income tax during the administration
• Completing online tax returns for complex estates

For more information or to arrange an appointment please call 01827 311411.

Areas of specialism:

Inheritance tax

Court of Protection and lasting power of attorney