As your accountants, we work with you to understand what your financial objectives are. With this information we are able to draw on our vast pool of expertise and experience to put in place a strategy tailored to your needs.
All of your family needs
Your family’s wellbeing is always of paramount importance, whether you are providing for your children and saving for their education, caring for aging parents, maintaining your standard of living during your retirement, or indeed, ensuring that your loved ones are taken care of in your absence.
Administering The Estate
Selecting the right administrator or executor of a will is essential to ensuring your peace of mind. You want to be certain that your wishes will be carried out in a trustworthy, compassionate, and effective manner and that the provisions which you have made for your loved ones during life are carried out after your death.
At DUA we pride ourselves on building a close working and personal relationship with our clients – one where the foundation is a full understanding of the intricacies of an individual’s finances, their priorities and intentions for the future. As such, we are in a position, not only to ensure that your estate is handled in a tax-effective way, but to carry out your wishes respectfully, intelligently, and with the best interest of your loved ones in mind.
Enlisting our accountants to handle your probate, inheritance tax and estate administration planning ensures that you can rely on your accounts being in order no matter what the future brings. Make certain that the best of provisions are made for your retirement and for the people that you leave behind. Not to mention the quietude that someone you trust will be executing your wishes.
As Chartered Accountants specialising in Probate we have extensive experience of accounts, taxation and the administration of an Estate following someone’s death. DUA, being specialist probate accountants, have the expertise to tie up all Probate matters quickly, efficiently and as painlessly as possible and will advise on ways to minimise the Estate’s liability to taxes as much as possible.
We pride ourselves on acting with discretion and a sympathetic approach at all times; we will ensure you are allocated an expert advisor who will oversee your case throughout the process. Choosing us as executors of your state ensures that affairs are in hands that you can trust not only to carry out your wishes, but to do so effectively, reliably and with compassion.
Planning for inheritance tax is more important than ever. With the steep rise in house prices and changes to the way the law operates it is essential that you devise an operational plan to avoid being stung by inheritance tax.
Through an in-depth understanding of your business, assets, and financial affairs – not to mention the emotional compulsion to ensure that your loved ones are provided for after your death – DUA. can advise you on the best ways to make the most out of what you have.
Help with drawing up and reviewing your will
Making full use of exemptions and lower tax rates on lifetime transfers
Optimising lifetime transfers between spouses
Transferring agricultural or business property
Working with specialist Trust advisors
Assessing adequate life assurance is in place to cover inheritance tax liabilities
Here’s what some of our customers have to say…
"This is my third tax year working with the Dua & Co team and I couldn’t be happier. They’re a great group of accountants who take away the stress of completing one’s taxes. As a freelance contractor, I was always anxious about doing my returns as I found the whole process incredibly stressful and wasn’t always clear on the processes, rules and regulations set by HMRC. However, since working with Dua & Co. I feel calmer and more in the know about the tax system, their client team is always on hand to explain things and offer me the best approach for my business. Equally, their prices are very fair, especially given the level of service received. I would definitely recommend Dua & Co. to any new business or someone looking for help with their personal taxes."
- Petra Hunt
"In my role as Director of Horstix, we have retained the services of Dua & Co since 2010. Our company has remained a satisfied, long-term client due to their efficient and reasonably priced services. We have always found them very approachable and their professional knowledge and attention to detail has been an invaluable resource. We look forward to continuing to work with Dua & Co and would not hesitate to recommend their services."
- Thomas Knust, Property Development
"I was introduced to Dua & Co by a friend after a very bad previous supplier. I haven’t looked back since. I was introduced to Barry Gordon and have continued to work with him and the Dua & Co team ever since. I no longer worry about my accounting despite my complicated multiple business set up. Through good times and bad times I have received the support and advice I needed and have been well chased to make sure I get everything done in time. I can then concentrate on what I do and getting my business working. I can’t recommend them highly enough."
- RP, Information Technology Consultant