Departments

Please also see our section on
	Wills and Probate

The death of a relative is often a stressful and difficult time. This can be added to by the difficulties in dealing with the deceased's estate and ensuring that all their assets are collected in and the debts, funeral and other expenses and tax liabilities are dealt with and arranging for the transfer of any shares or property to the people entitled to the estate.

In cases where Coupe Bradbury have prepared the Will and provided ancillary estate planning advice and guidance, a lot of this stress will be removed. As part of the process we will already have assisted the deceased (and where relevant his/her family) in putting his/her affairs in order. We will hold records of all the assets of the estate (these records being regularly up-dated).

In cases where there is no Will or there is inadequate information about assets or their whereabouts, we are skilled in guiding and assisting the executors and beneficiaries in assembling all relevant facts and information in order that the estate can be correctly and efficiently administered.

Appropriate advice and assistance will be given to the family and beneficiaries from the moment we are instructed through to the conclusion of the administration of the estate.

In appropriate cases we will provide advice and guidance as to the valuation of assets for Inheritance Tax purposes. We will negotiate values on behalf of the estate with the Inland Revenue. This is a skilled process.

In appropriate cases we will give advice to the family or other beneficiaries as to how to avoid Inheritance Tax utilising Deeds of Disclaimer or Deeds of Variation. These steps have to be taken within two years of the death.

We will also advise as to strategies to reduce the Inheritance Tax liability on the estate through the disposal of assets during the administration period.

We will provide help and guidance to beneficiaries as to the management of their inheritance and in appropriate cases will introduce them to reputable investment advisers.

Above all we will give the family and beneficiaries peace of mind that everything is under control at a sad and difficult time in their lives.

Lytham The Chapel House Bath Street Lytham Lancashire FY8 5ES DX28431 Lytham Fax 01253 794108 Tel 01253 736670 Kirkham 48 Poulton Street Kirkham Lancashire PR4 2AH DX 24852 Kirkham Fax 01772 685060 Tel 01772 683000 email              lytham@coupe-bradbury.com kirkham@coupe-bradbury.com    Copyright © 2002 Fred Moor.   creative web design by fredmoor.com