Wills, Trusts and Estates

Inheritance & Estate Reporting

The loss of a loved one can often result in a lot of time consuming administration as you navigate the management of their estate.

At Aston Shaw, our team of specialists are here to ease this heavy burden by making a potentially difficult period as easy as possible with sensitive, straightforward guidance and support.

Inheritance Tax & Estate Reporting with Aston Shaw

At Aston Shaw, we are able to assist with the financial aspects of managing and administering a person’s estate after their death, including grant of probate, gathering financial information, and inheritance tax calculations and reporting.

It can often be difficult to obtain an accurate and complete picture of a person’s estate after their death. However, as specialist accountants, we can relieve this worry by gathering the financial information needed; including their assets, debts and income to ensure that the administration process is completed accurately and as easily as possible.

Once we have an accurate understanding of the estate, we can then calculate any inheritance tax liabilities and file the forms on your behalf. We can also assist in the application for Probate, so that executors can begin the administration of the estate as soon as possible.

We would always advise our clients to consider their Inheritance Tax Planning, as soon as possible so that their estate is structured in the most tax efficient way for the future.

The Aston Shaw Approach

At Aston Shaw, we can help you navigate the often lengthy process of managing and administering estates. Our experienced team can provide help and advice to make the process as easy and straightforward as possible, so you don’t have to worry.

We make sure that every client has a dedicated team of client advisors to ensure you receive a fast response and a quick turnaround time.

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