The death of a close family member or friend can leave many financial affairs in need of tying up. As an executor of their estate you will be faced with many complex issues, tax laws and financial options. And at an already stressful time, it can all seem very daunting.
At Pagan Osborne we can offer support in many different ways :
- Complete an inventory of the estate
- Obtain independent valuations of assets such as property, furniture and investments
- Complete the necessary forms to be lodged with the Sheriff Court and HM Revenue and Customs
- Pay debts and funeral expenses from the available funds
- Prepare our final account, showing funds received and paid from the estate
- Settle with beneficiaries in accordance with terms of the Will
If there is no Will, we can help you distribute assets in accordance with the law in Scotland.
We can also help assist beneficiaries with advice on tax issues and investments.