Coping with the death of a loved one can be a stressful experience. By turning to the Executry team at Dales, you can be assured of honest, knowledgeable advice from people who care. Our target is simple – to complete the legalities relating to winding up an estate promptly, efficiently and with the minimum of upheaval for those who are grieving.

No matter what the size of the Estate, we know that an individual’s nest egg should be handled with respect. We treat every executry with the care and attention that one could expect from any Firm of professionals, but with the personal touch that is now the hallmark of your dealings with Dales.

With a significant number of rural and farming clients, our Executry team have a wealth of knowledge gained through dealing with complex estates over the years. Whilst others may be flustered with applying the complexities of agricultural law to executries, for our team it is second nature.

Dales will deal with all aspects of an executry, from collating paperwork, to liaising with accountants to ensure matters are being dealt with in a tax efficient manner. Our team are well versed on the issues of inheritance tax.

At Dales, we do not take for granted the fact that clients trust us with handling their lasting legacies. We take pride in ensuring that the estate is attended to in the manner that would be expected of us.

For Down to Earth Advice on Executries, contact head of team, Jennifer McFadzean.

Whether ensuring a Will is followed as closely as possible, or guiding a family through the laws of Scotland which will apply if someone has passed away without a Will, Dales will strive to find the right solution for each family.