Tax services

Offering expert legal and tax services for estate administration

At Moore Kingston Smith, we can deal with both the legal and tax aspects of estate administration. By engaging with the executors, we can undertake the necessary steps to notify HM Revenue & Customs and prepare the tax returns to the date of death and for the administration period of the estate, if required.

We can advise on the tax consequences of passing assets to beneficiaries and look at whether these assets should be liquidated or distributed directly to the beneficiaries, as well as advise on the tax implications of making deeds of variation.

As an accounting firm, we are very well placed to deal with any business assets held by the deceased and can provide appropriate support in terms of handling these assets from a practical perspective.

On request, we can also call upon our FCA regulated financial advisers to provide advice on investing the estate’s assets and develop a strategy to manage and protect these assets that is bespoke to your circumstances.

Our tax, legal and financial planners work together to ensure that all aspects are covered so that you get the advice and support from one place.

Part of the legal team at Moore Kingston Smith, Alison Morris has been a private client solicitor for over 18 years, working with families and individuals in the preparation of Wills, obtaining Probate and dealing with the administration of estates, advising on estate and tax planning including lifetime gifts and post death Deeds of Variation,… Read more

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