Estate administration
Managing an estate can be a complicated, time-consuming and potentially expensive process, arising at what is a difficult time for those involved.
Estate planning begins during your lifetime, and an accurate and up-to-date Will is the starting point, combining this with appropriate lifetime planning provides the basis for ensuring the estate you leave will be a benefit rather than a burden.
As part of our estate administration service, we have incorporated a Trust Corporation (Forvis Mazars Trust Corporation Limited) and where appropriate we can act as Executor of your Will. Appointing us means your estate is administered efficiently and with sensitivity, providing comfort for your family members.
As a truly global network, we can also manage your global assets drawing on the expertise of our colleagues across over 100 countries.
Our services
- Estate administration
- Will review and support Will drafting
- Utilising exemptions and maximising tax reliefs
- Gifts during life, on death, and post-death variations
- Use of trusts in your lifetime and your Will
- Trust administration
- Inheritance tax planning
Our expertise
Our award-winning Private Client team has been advising clients for over 30 years and our advisers are truly dedicated to ensuring your affairs are dealt with as smoothly and efficiently as possible.
In recent years we have been named STEP's Accountancy Team of the Year at the Private Client Awards, are regularly featured in the eprivateclient rankings, and have been named as the 2nd best firm in FT Advisers Top 100 list having been named in the top 10 for over a decade.
Get in touch
If you would like to know more about our estate planning services, please get in touch today.
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