Philip Gale & Co. Chartered Accountants and Business Advisers
Philip Gale & Co.Chartered Accountantsand Business Advisers

Estate planning

Have you considered who will deal with your affairs, what you would like to happen and, if appropriate, what will happen to your business?

 

We can help you to make plans for your succession and for your estate.

 

Be it business agreements, or inheritance tax planning, wills or applying for probate, we can help.

 

TIP:  Make sure you have an up to date will.

 

The estate administration process

Unless successfully contested, the distribution of a person’s estate is determined either by the terms of their will or, if there isn’t a will, by therules of intestacy.

 

We will ascertain all assets and liabilities at the date of the death and complete the relevant tax and court forms to obtain the grant of probate (if there is a will) or letters of administration (if no will).

 

Once probate has been obtained,  we will close accounts, sell or transfer assets and pay bills, costs and any tax.

 

We ensure that any Inheritance, Capital Gains and Income tax due is paid and confirmation with HM revenue & Customs that their files are closed.

 

Finally, we produce estate accounts and distribute monies between the beneficiaries. Interim payments are made to beneficiaries wherever possible.

 

For more information, email us at info@philip-gale.com or use the contact form.

 

FIXED FEE OFFER

We are now offering a fixed annual fee service for new and small businesses that includes Xero and Receipt Bank

 

More details

The Budget

22 November 2017

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SME's are finding that there are benefits from appointing an NED. 

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AUTO ENROLMENT

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Address

Churchill House

Stirling Way

Borehamwood

Hertfordshire WD6 2HP

Tel: +44 (0) 208 736 0460

Tel: +44 (0) 7801 954757

News

New online access

Consult our online tips and newsletters, including information about recent changes in taxation regulations.

More information

CONTACT US

You can contact us on the following telephone number if you have any queries or wish to make an appointment:

Tel: +44 (0) 208 736 0460

Tel: +44 (0) 7801 954757

 

Alternatively, please use our contact form.

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