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

Office

Helping Hand service for Solicitors and Executors 

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 informal or formal tax procedure requirements

  • Compliance with HM Revenue & Customs requirements and any deadlines

  • Contact with you on a regular basis

  • Completion of relevant correspondence with HM Revenue & Customs, where necessary

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. 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 the Executor or Personal Representative.

Pricing

Each Estate is different in its structure/complexity, however Klarity Tax provide fixed price services to Solicitors/Executors/Personal Representatives of a deceased estate.

Our pricing model works in the following way:

  • Estates With a Value up to £1 Million

  • Estates With a Value Greater Than £1 Million

 

Both of these services can be utilised on a pay as you go model or you can obtain discounts if you know approximately how many estate cases you deal with in a year and set up a direct debit with us to provide an ongoing service to you.

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Request a quote

 

Complete the form to request a quote. One of our advisors will be in touch with you as soon as possible to discuss your requirements. 

Next Steps

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your wealth