We are often able to save money for the estate, for example by:

  • Ensuring the estate is valued properly and following the correct principles.
  • Claiming all available tax exemptions and reliefs.
  • Advising on post-death variations of the will or intestacy rules to redistribute the estate in a more tax-efficient manner.
  • Formally appropriating assets to beneficiaries to maximise Capital Gains Tax reliefs.

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