Inheritance Tax Forms & Procedures

A brief overview of our process of setting up inheritance tax forms and procedures

  1. Client enquiry sent to Pryce Warner International Group.
  2. We contact you to discuss your needs and long term planning goals.
  3. Based on the country you are resident/domiciled in, discuss what tax arrangements need to made to suit your needs.
  4. Determine your level of involvement in the long term tax planning and process; we are more than happy for people to be heavily involved or let us do the work you.
  5. If you already have any services set up relating to inheritance tax planning we will arrange for an LEA (letter of authority) to be sent to you so that you Pryce Warner is able to help manage your affairs.
  6. Help you through all the relevant assessment forms and tax enquiries, providing helping advice and solutions along the way.
  7. Keep you up to date on all the latest news and developments through our newsletters, facebook page, twitter and the prycewarner.com news feed.

Download Wills and Inheritance Tax Guide

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