EXAMPLES OF OUR WORK

  1. Identifying unnecessary CGT payments which has resulted in payments from £300 to £8,000
  2. Identifying missing assets from final estate accounts resulting in an additional payment of £12,000
  3. Challenging the allocation of executors' costs incurred in locating missing beneficiaries estimated to be worth £3,000 to £5,000
  4. Avoiding signing unnecessary indemnities
  5. Negotiating the receipt of restricted legacies for alternative projects resulting in a payment of £120,000
  6. Recommendation for a Discretionary Trust application where the file had previously been closed with an estimated value of £105,000