You can count on
Photograph © Joshua Risker
We can assist a client to prepare their Will by drawing up comprehensive notes, which encompass their wishes as well as being mindful of the tax implications on their future Estate and Legatees.
A Will should be reviewed every few years to consider the impact of changes in the tax and inheritance legislation and to ensure that the client’s wishes are still covered. We can then arrange to implement any amendments as appropriate.
We act as professional Executors and Trustees for Isle of Man residents to ensure that a person’s final wishes are carried out with integrity, sensitivity and confidentiality. We prepare estate accounts and where necessary calculate Isle of Man and UK tax liabilities. We can also liaise with consultants to finalise affairs in other jurisdictions.