PROBATE & ESTATE MANAGEMENT.
Managing your probate and estate needs efficiently and discreetly.
WHAT WE DO
We are licensed probate advisors, able to support you throughout your life and extend this support to your family and beneficiaries during probate.
As accountants, we are often already familiar with your financial affairs, more so than your lawyer (our services are more cost-effective too). Therefore we can advise on the procedures involved in probate, attend to the tax returns and IHT forms; deal with the application for the Grant and assist with the estate administration and distributions. We can also help with Wills and IHT planning during your lifetime to limit your IHT liability.
We understand the figures and are tax experts; we have the expertise to handle the probate process reliably, confidentially and professionally. You can be rest assured that your estate will be distributed as per your wishes and your family will not be required to pay any more tax than necessary.
WE UNDERSTAND THE FIGURES
We hate to state the obvious, but as accountants we understand the figures because it’s what we were born to do. Therefore, we are naturally best placed to advise when it comes to your financial affairs.
WE PROTECT YOUR FAMILY
We work with you to make certain that your estate is structured in a tax efficient way to ensure your family benefit from your hard earned wealth, rather than HMRC.
As accountants and advisors, we often work with business owners when they are just starting out all the way through to Exit Planning and Probate and Estate Management. This life-long support extends through to your family and beneficiaries during probate, who we will assist through these difficult times with efficiency, sensitivity and empathy.
PROBATE AND ESTATE MANAGEMENT HELPSHEETS
YOUR PROBATE CHAMPIONS
Paul looks after a dedicated team of probate and estate management advisors in-house here to support you through this upsetting and often daunting process.
Paul qualified in 1990 and took over the firm of Alexander Ash & Co in 1997. Alexander Ash & Co merged with Raffingers in September 2014. Over the years, Paul has had extensive experience in the SME sector, advising business owners on all aspects of their business needs and personal wealth management. Paul deals with a range of clients across a variety of sectors, varying from small to large groups
Shaina began working at Raffingers in June 2015 and her qualifications include a BA (Hons) and ATT. As our Tax and Probate Specialist, Shaina has been working closely with clients to help them to understand the figures, ensure they aren't paying more tax than they need to and, to handle the probate process.
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