Estates

Moore Stephens offers a range of estate administration services. We will act as Executor if we have been nominated as such in a will, or under power of attorney in cases in which an individual has been appointed but would prefer to delegate the administrative functions to a professional.

When an individual dies, his or her property is handled by people who have been appointed as Executors by Will or Personal Representatives where the individual has died intestate. This can be daunting and we can support the Executor/Personal Representative by providing administration, accounting and tax-compliance services.

We also offer support services to persons who themselves have been nominated, but who seek professional assistance in dealing with the responsibilities involved. Moore Stephens offers a reliable and experienced
administration service, supported by specialised staff and structures. We will do everything possible to ensure the smooth administration of an estate and the timely distribution of assets, while at the same time making sure that compliance with legal requirements is achieved.

Services

  • Tax planning advice
  • Ascertain the value of the estate
  • Prepare inheritance tax forms
  • Arrange for Grant of Probate / Letter of Administration to be obtained
  • Dealing with financial institutions regarding bank accounts and investments
  • Managing Estate Late investment and current bank accounts
  • Collect in assets and settle all liabilities including income tax and capital gains tax liabilities
  • Arrange for legal titles to be transferred to beneficiaries if necessary (e.g. property or stocks and shares)
  • Prepare tax returns
  • Prepare estate accounts
  • Valuation and disposal of assets, including immovable property
  • Arrange for the distribution of the estate
  • Realising or transferring share portfolios and unit trust instruments
  • Establish trusts being set up by the will or intestacy
  • Drafting and preparation of the Liquidation and Distribution Account
  • Calculation of tax liability (income tax, Capital Gains Tax and Estate Duty)
  • Preparation and rendition of Estate income tax returns

Benefits

  • Relieve family members of a burden during a distressing time
  • Expert knowledge in dealing with estates, offering peace of mind to families