Executries

PRIVATE CLIENT

Executries

The passing of a loved one is a difficult time not only emotionally but with unavoidable legal and other practical matters to be completed. Rollos can help to ease the strain, by assisting in the executry process.

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The prospect of trying to deal with the affairs of a recently departed loved one can be daunting; you may have had no previous experience in dealing with such an event and trying to sort through the effects of the deceased and winding up their estate can be both stressful and time consuming particularly at a time when you have so much on your mind.

Where a person’s estate includes a house, an application needs to be made to the Court. Rollos can support you in preparing the required forms, applying to the court for confirmation and dealing with Revenue Scotland in respect of all tax matters.

We can relieve you of the burden of legalities and have the experience to effectively and sympathetically administer the estate.

Rollos can offer guidance through this difficult time, answer any questions you may have and support you throughout the entire executry administration process.

WE ARE THERE FOR YOU WHEN YOU NEED US MOST.

An Additional Service

Inheritance Tax Planning

Inheritance Tax is a tax on the passing of wealth, on death and also during lifetime. With rates at 40% those who are liable to pay Inheritance Tax are often required to pay substantial amounts.

With careful planning, we can help you maximise the tax reliefs available and make sure as much of your estate as possible passes to those you want to benefit. We can advise you on the best ways of minimising Inheritance Tax on your death.