Estate Planning and Administration
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.
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.
MOORE STEPHENS ESTATE ADMINISTRATION SERVICES
- Drafting and preparation of the Liquidation and Distribution Account
- Dealing with financial institutions regarding bank accounts and investments
- Realising or transferring share portfolios and unit trust instruments
- Valuation and disposal of assets, including immovable property
- Managing Estate Late investment and current bank accounts
- Calculation of tax liability (income tax, Capital Gains Tax and Estate Duty)
- Preparation and rendition of Estate income tax returns
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