I will organise your UK inheritance tax and probate records

Sorting out an estate or years of financial records can be time-consuming, especially when gifts, assets and supporting documents are spread across different places.

I am a UK financial services professional with around 30 years' industry experience and have worked extensively with Inheritance Tax (IHT) since 2018.

I will organise your information into a clear, structured spreadsheet that can be used for your own records or passed to your accountant, solicitor or other professional adviser.

I can organise:

• Lifetime gifts, dates, recipients and amounts
• Assets and liabilities
• Property and investment information
• Supporting records and valuations
• Relevant notes and information for IHT/probate purposes
• Up to 50 entries as standard

If you have more than 50 entries or a particularly complex estate, please contact me before ordering for a custom offer.

Important: This service is for financial data preparation and organisation. I do not provide personalised tax, legal or investment advice. Any tax treatment, exemptions or reliefs should be confirmed by you or your professional adviser.