As an executor, it’s likely you will need some help in tying-up financial affairs after the death of a close family member or friend.

How Pagan Osborne can help
Tax laws and financial products have a habit of getting more and more complex every year. Here’s how we can support you in your role as executor:

• Complete an inventory of the estate (this is a legal requirement)
• Obtain independent valuations of assets such as property, furniture and investment
• Manage dealings 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

You may also need help in collecting and distributing the assets in accordance with the will. If there’s no will, we can help you distribute assets in line with the law in Scotland.

Our support doesn’t end there. Beneficiaries may need advice on tax issues - or information on investments. Again, we can help - providing a truly integrated service.