Accountants based in Tunbridge Wells | Hastings | UK

Probate, Wills and Trusts

Probate, Wills and Trusts photo

Probate services

Our licensed and experienced team will help you through accounts, taxation and the administration of an Estate following a bereavement. We will work closely with you to ensure this difficult process is dealt with quickly and effectively and you are guided through each step. Our team can help you with:

  • Probate applications and Estate Administration
  • Completion of Inheritance Tax Returns
  • Administering the Estate
  • Attending to all tax compliance
  • Planning to mitigate the tax liabilities
  • Completion of Estate Accounts

Trusts

We also have expertise in dealing with trusts; a very tax efficient way to set aside assets for future beneficiaries outside the inheritance tax net, while we can also help with asset protection. We can advise on the most suitable type of trust to fulfil your wishes, assist in setting up the trust and provide the full range of accounting services required for trust management as follows:

  • Trustee services
  • Administration of UK Trusts
  • Annual tax returns and trust accounts
  • Completion of inheritance tax returns when required

Wills and Lasting Powers of Attorney

Our Private Client Partner Karen Braddel ATT TEP is a fully qualified member of the Society of Trust and Estate Practitioners and is required to abide by the Will Writing Code. We are able to offer these services as part of an overall inheritance tax planning exercise or separately.

For more information on any of the above matters please contact Karen Braddel

step will writing code

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Registered address: Deeks Evans, 3 Boyne Park, Tunbridge Wells, Kent TN4 8EN