Ellis & Co Chartered Accountants Chester

Wills and Probate

It is important that your estate is passed onto your loved ones with a minimum of fuss and in the most tax efficient way.

Ellis & Co offer a complete probate service relieving you of what can be an onerous task at a time when you have lost someone close to you. We provide an efficient, timely, sensitive and professional service.

Our service involves obtaining valuations of all the assets of the estate, agreeing the tax liability, applying for Grant of Probate (or letters of Administration in the event that there is no will) possible variation of the will and general administration of the estate.

Tax Planning

Our team of experts are ready to advise you on mitigating the increasing burdens of tax. We can give expert, practical advice, tailored to your own personal circumstances on the following:

• Putting in place tax efficient Wills
• Passing down assets to your children during your lifetime
• Post-death variations of Wills to incorporate more tax efficient provisions
• Utilising your exemptions and reliefs
• Mitigating Capital Gains Tax on assets you wish to dispose of

We can work closely with you making sure that you do not pay more tax than you need to. Expert advice is needed in this complex field. We will provide this for you.

---