The Core
Service
Our Core Service gathers and securely stores details of all our client’s important financial and domestic arrangements in an electronic vault. Both we and our clients can upload and update the information in the vault, with the option for clients to delegate access to others, such as a spouse or children. We have identified a third-party IT solution for this purpose.
“A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life”
- SUZE ORMAN -
A Financial
Spring-Clean
The information stored will include everything an attorney or executor needs to act, such as details of financial service providers and records of gifts made. We also store information that a surviving spouse or beneficiaries may require, such as details of key service providers.
The initial service and regular updates will be provided personally, with support available by phone, video call, and in person.
Preparing Inheritance Tax and Estate Tax Returns can be costly and risky for executors if information is difficult to locate. Our Core Service is designed to ensure our clients’ executors are as informed and prepared as possible, making the probate and estate management process as efficient as possible. We will work closely with the family’s chosen probate practitioner, giving our clients’ executors much greater control over costs and timelines.
Bespoke Concierge Services.
Bespoke Concierge
Managing day to day life
“Life is easy to chronicle but bewildering to practice”
- E.M FORSTER -
Bank Account
Management
Bill and invoice payment, setting up standing orders, and transferring money between accounts. We will arrange with a private bank to operate client bank accounts with two-person sign-off for security and complete visibility to the client.
Assistance with
Budgeting & Cash Flow
Regular reviews of spending and credit card statements to help clients stay on top of their income and expenses.
Diary
Management
Keeping track of insurance renewals for properties, vehicles, and chattels, as well as utility renewals, to ensure they are completed on time and providers are reviewed if desired.
Ongoing
Collection of Information
Gathering tax certificates and other necessary documentation to provide to the client’s tax adviser at year-end.
Property
Management
Similar support for managing second properties and rental properties.
Please get in touch to discuss your needs