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Family Bereavement Tax Support Service

For individuals who have suffered the loss of a spouse

We understand how upsetting it can be when dealing with the loss of a loved one. There are lots of arrangements and decisions that need to be made, which can be stressful at the best times, let alone at a difficult time like this.

For example did you know that if there is no Will a Personal Representative needs to be appointed to administer the estate of the deceased. And depending upon the likely value of the estate, the Executors may need to obtain a Grant of Probate and make a return for Inheritance Tax purposes?

Dealing with the complications of legal and financial matters can be confusing and stressful – but it doesn’t need to be, our service includes:

  • A non-contentious probate service via our preferred supplier*.
  • Liaising with HMRC regarding the deceased to ensure their tax affairs are in order.
  • A review of company structure and liaising with Company’s House with regards to changes in ownership, officers and shareholdings as required.
  • Assistance to the personal representatives or executors to ensure the distribution of the estate is carried out in the most tax efficient way.
  • The processing and filing of the Self Assessment Tax Return for the deceased, up to the date of death, to avoid any HMRC penalties*.

*Additional charges apply

Please fill in your details below and we'll get back to you.

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Alternatively, if you would like to speak to one of our experts on how our Family Bereavement Support Services could help you, call us on 0161 923 0201 (Option 3).

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