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We provide accounting, tax and business advice to individuals, family, and owner-managed businesses from across our offices in Leeds, Manchester, Newcastle and York.

Private Clients - Probate Services to Executors

Nigel Shaw mob: 07711 768628 nshaw@garbutt-elliott.co.uk

Robert Peel mob: 07545 786716 rpeel@garbutt-elliott.co.uk

Laura Tacey Leeds: 0113 273 9600 ltacey@garbutt-elliott.co.uk

Amanda Siddons Leeds: 0113 273 9600 asiddons@garbutt-elliott.co.uk

Dealing with the financial affairs of a close relative can be a complicated task at the best of times but with the ever-changing tax and legal system it can also be a very time consuming and complex experience.

Also, many relatives will be focusing on providing emotional support to the family so when they have also been appointed as Executor after the death of a close relative the demands on their time will be considerable.

At Garbutt & Elliott we have a dedicated team who are well placed and experienced in helping families through this difficult time and can take some of the stress out of dealing with a loved one’s estate.

Our Estate and probate services available to you include:

• Accepting appointments as Executors in your Will to work alongside your family.
• Help and assistance in identifying assets and liabilities of the Estate.
• Full valuation of assets and liabilities for Probate purposes.
• Assistance with the Probate application.
• Completion of the Inheritance Tax Return and negotiating all Inheritance Tax liabilities and reliefs with HM Revenue & Customs.
• Administering the Estate to include collecting all assets and settling all liabilities and legacies.
• Handling all Income Tax matters relating to the Deceased and to the Executors during the administration of the Estate.
• Preparing detailed Estate accounts.
• Providing advice to beneficiaries in connection with Estate Planning and Deeds of Variation.
• We have an in-house wealth management team who can act as an alternative source of advice on all investment matters.

Garbutt & Elliott Private Clients is expert at advising in all these areas with clients throughout the North, often achieving considerable cost savings compared with other providers. All members of our team are specialists and includes members of the Society of Trust and Estate Practitioners, the only recognised professional body covering advisors in this field.

If you would like to discuss any of these matters regarding your duties as an Executor or would like us to act as your Executor we would be delighted to offer you a complementary competitive review.