DUA

Family Services

Dua Accountancy and Business Consultancy helps you identify financial objectives. With this information we draw from expertise and help put in place a strategy tailored to meet your family needs.

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All of your family needs

Your family’s wellbeing is always of paramount importance, whether you are providing for your children and saving for their education, caring for aging parents, maintaining your standard of living during your retirement, or indeed, ensuring that your loved ones are taken care of in your absence.

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 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.

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, 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 an expert advisor who will oversee your case throughout the process. 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.

How we charge for Probate.

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tax

Inheritance Tax

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 provided for after your death – DUA. can advise you on the best ways to make the most out of what you have.

Our Services

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