We assisted Jane through the process by setting a clear timeline of tasks that would enable Probate to be granted within six months; this gave Jane the reassurance she needed and the ability to see the path ahead.
We dealt with the end-of-life tax return for Mr R, the complex Inheritance Tax accounts, and quickly ascertained the tax bill and how it could be paid from the investments Robert held.
Crowe has vast experience in liaising with HMRC and dealing with enquiries in life and on death, enabling us to give proactive advice on how best to position valuations to minimise a long and protracted enquiry
Due to our expertise and compassionate approach, Jane was able to navigate the probate process without additional stress. She felt supported and reassured throughout, allowing her to focus on her family and her grieving process.
The estate was settled efficiently and in a timely manner, Mr R’s wishes were honoured, providing closure for Jane and her family.