Trusts
Trusts still have a place in family estate financial planning. They allow you to pass on the benefit of your assets to your loved ones whilst still allowing you to retain some control on how they are used.
We provide assistance to trustees. That includes:
- help and advice administering the trust
- tax and estate planning
- registering the trust with the Trust Registration Service (TRS)
- preparing accounts and tax returns
- preparing forms R185
Probate and estate administration
Probate and estate administration is a legal and financial process which happens after someone has died. It can be a complicated and lengthy procedure to complete, whether the deceased have left a valid Will or not. It coincides with a period of family grief, making it all the more stressful for those involved.
Some families try to save money by tackling the probate process themselves, but this often ends in tears. Other families believe that only solicitors can handle probate.
At Chanter Browne & Curry, we have years of experience of handling both simple and complicated probate situations for our clients and their families. We can often provide a far quicker and more cost effective Probate service than other professionals and banks, not only in terms of fees, but also in terms of tax mitigation, even post death.
