Fortunately it happens rarely, but sometimes you may have reason to believe that not all of the Estate or Trust funds are where they should be.  We can undertake forensic accounting to see what is missing and provide a confidential report.

We have been successful in concluding many long outstanding estates and have gained a reputation for sorting out those files that tend to lurk at the bottom of the filing cabinet, but which could be lucrative to fee earners.
Having a scrupulous eye for detail, we are often able to bring to the attention of fee earners assets that have been overlooked and overpaid taxes.
We will provide you with a list of outstanding actions, to enable you to complete the administration, draft letters for you and prepare the Estate Accounts.
You retain all contact with the client and beneficiaries, or we will take over the whole matter if you prefer.

Our case load assistance covers the widest range of potential issues, level of detail and complexity.  We are increasingly engaged to troubleshoot areas of contentious probate, and a few examples are outlined on our Case Studies page.

Dealing with all correspondence during the administration period;

Completion of Probate Registry and Inheritance Tax documents;

Preparing all tax deduction certificates and corrective accounts;