Supported executors and trustees of a high-value estate with UK and international beneficiaries, coordinating legal, tax and financial advice while acting as a central point of contact for the family.
Advising the lay executors and trustees of a high-value estate where there were both onshore and offshore beneficiaries. We dealt with all aspects of the administration of the estate and advised the trustees on their ongoing responsibilities and duties. We were able to introduce other advisers to support the trustees in relation to their accounting, financial advice and foreign tax requirements and managed the whole process to make it as easy as possible for them, including acting as the main contact for the minor beneficiaries and their parents.Â