Professional clients
We have a wealth of experience in estate administration and trust investment management and have built strong relationships with many professional intermediaries. We provide probate and trust services and often save professional firms hours of time thanks to our knowledge and understanding of stockmarket investments.
Our Probate team can assist in valuing quoted investments for Probate purposes, as well as helping with the eventual sale or transfer of stocks after Probate has been granted.
We also understand that many beneficiaries are unfamiliar with stockmarket investments and we are always delighted to explain and guide them through the options which are available to them. This may involve selling stocks to reduce any inheritance tax payable or establishing tax free gains within the estate to reduce the eventual tax burden on the beneficiaries.
In cases where a trust requires continued professional advice and management of invested assets in order to comply with the requirements of the Trustee Act 2000, we are able to manage investments on an advisory or discretionary basis. We can also offer advice following the cessation of a trust, ensuring that the investments pass smoothly and efficiently on to the beneficiaries.
If you would like further details on how we could work with you please contact our trust and probate team.