Executries

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 we like to think a hallmark of dealing 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, this is the type of complex situation that our Executry team deal with day in day out.

We often say that when it comes to Executries, there is no magic wand or “one size fits all” rule book – each case is bespoke and is treated accordingly. Our team deal with all aspects of an executry, from collating paperwork, to liaising with our client’s accountants to ensure matters are being dealt with in a tax efficient manner, and of course our Executry team are well versed on the issues of inheritance tax.

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.

“The only two certainties in life are death and taxes”

Benjamin Franklin