dua@dua.co.uk 020 8421 3555

Probate

As Chartered Accountants specialising in Probate we have extensive experience of accounts, taxation and the administration of an Estate following someone’s death. Dua & Co. being specialist probate accountants, have the expertise to tie up all Probate matters quickly, efficiently and as painlessly as possible and will advise on ways to minimise the Estate’s liability to taxes as much as possible.

We pride ourselves on acting with discretion and a sympathetic approach at all times; we will ensure you are allocated a director of the company who is an expert advisor and will oversee your case throughout the process. Dua & Co. work with you to gain a complete understanding of your assets, business and financial affairs so that should something happen, everything is taken care of in a way that suits both you and your family’s circumstances. Choosing us as executors of your state ensures that affairs are in hands that you can trust not only to carry out your wishes, but to do so effectively, reliably and with compassion.

IHT Planning

Planning for inheritance tax is more important than ever. With the steep rise in house prices and changes to the way the law operates it is essential that you devise an operational plan to avoid being stung by inheritance tax.

Through an in-depth understanding of your business, assets and financial affairs – not to mention the emotional compulsion to ensure that your loved ones are provide for after your death – Dua & Co. can advise you on the best ways to make the most out of what you have.

Our services include:
Help with drawing up and reviewing your will
Making full use of exemptions and lower tax rates on lifetime transfers
Optimising lifetime transfers between spouses
Transferring agricultural or business property
Working with specialist Trust advisors
Assessing adequate life assurance is in place to cover inheritance tax liabilities

Caring for loved ones

Building a successful business, asset portfolio and financial profile during life is not only driven by a passion for business and an ambition for success – taking care of the people you love, both during life and after death, is always a primary concern. This is why planning for the future is essential – to avoid being stung by inheritance tax and to make sure that no matter what the future brings, you have financial security to fall back on.

It’s important to consider who will manage your estate after you stop working. Dua & Co. strikes the right balance between planning how your estate will be divided and ensuring that you are in the best position to retire comfortably and be taken care of in all eventualities.

Whether it’s planning for retirement, setting up financial trusts to help provide for your children, ensuring that a proportion of your money goes to worthwhile causes or accumulating a sizeable estate for your heirs to inherit – Dua & Co. can help.

Administering the Estate

Selecting the right administrator or executor of a will is essential to ensuring your peace of mind. You want to be certain that your wishes will be carried out in a trustworthy, compassionate and effective manner and that the provisions which you have made for your loved ones during life are carried out after your death.

At Dua & Co. we pride ourselves on building a close-working and personal relationship with our clients – one where the foundation is a full understanding of the intricacies of an individual’s finances, their priorities and intentions for the future. As such, we are in a position, not only to ensure that your estate is handled in a tax effective way, but to carry out your wishes respectfully, intelligently, and with the best interest of your loved ones in mind.

Enlisting our accountants to handle your probate, inheritance tax and estate administration planning ensures that you can rely on your accounts being in order no matter what the future brings. Make certain that the best of provisions are made for your retirement and for the people that you leave behind. Not to mention the quietude that someone you trust will be executing your wishes.

Get in touch to find out more about how we can help

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CONTACT US

Dua & Co (Watford)

3 Century Court, Tolpits Lane Watford, WD18 9RS

+44 (0)20 8421 3555

Dua & Co (London)

25 North Row London, W1K 6DJ

+44 (0)20 7979 2041

Dua & Co (City)

9 Devonshire Square London EC2M 4YF

+44 (0)20 3356 9706

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Registered to carry on audit work in the UK and Ireland; regulated for a range of investment business activities; and licensed to carry out the reserved legal activity of non-contentious probate in England and Wales by the Institute of Chartered Accountants in England and Wales.

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© Dua & Co 2016

Dua & Co. Limited trading as Dua & Co Chartered Accountants.

Dua & Co Limited is registered in England & Wales.

DIVERSITY AND INCLUSIVENESS

As a business, we have been clear in our commitment to Diversity and Inclusiveness. An important part of this is understanding the 'mix' of our people and measuring progress towards the goals that we have set ourselves. We can share our approach to employee monitoring, together with some statistics showing the make-up of our business. To obtain these please email us at dua@dua.co.uk