Helping Hand service for Executors & Personal Representatives of Complex Estates 

Klarity Tax help you manage all tax affairs for lost loved ones

Full service management of self assessment tax return for Executors and Personal Representatives

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Helping Hand service for Executors & Personal Representatives of Complex Estates 

Welcome to our premier Helping Hand Service for Executors or Personal Representatives. This comprehensive service is tailored to match individual needs. You will have your own Personal Tax advisor who will manage all the taxation issues arising from the administration of the Estate. 

The service includes: 

  • Preparation of formal tax procedure requirements including initial registration and self-assessment 

  • Compliance with inland revenue requirements and any deadlines 

  • Contact with you on a regular basis 

  • Completion of the taxation paperwork for Trusts & Estates 

  • Completion of any correspondence and lead on any negotiations and agreements with the Inland Revenue if required 

Managing the Estates tax affairs 

Once you have decided to use the Helping hand service you will receive a welcome pack confirming your registration and payment for the service. It will include 

  • A registration form 

  • An agency authorisation form 

  • An ‘Estate’ fact find (including a checklist of all items and information you will need to send to us) our terms and conditions 

Providing the right information 

​It is important you ensure the information provided directly is complete and accurate. However, you need not worry if some of the details are missing, just let your Personal Tax Adviser have the details of the third party holding the information and he or she will obtain it on your behalf. It is critical that we have all the right information to ensure the accuracy of the tax return so that there are no future liabilities to you as Executor. 

If the estate only has income from savings this will be a one-off fee of x. if the estate has income from a variety of sources, due to everyone’s needs and the fact that every Estate is different, we will provide a personal quote based on your needs. To obtain a personal quote please fill out the form. 

 

We will agree with you the best way to transfer funds from the Estate to pay for the service when you take it up. 

What the service costs 

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