Negligent tax advice to executors

Professional Negligence Claims against Finance Professionals

Our clients were the executors of a sizeable estate that had suffered a loss as a consequence of tax advice given to the deceased by his former financial advisor. The advice given had resulted in significant additional inheritance tax being levied on the estate.

The professional negligence claim against the financial advisor was complicated by the fact the deceased was unable to give evidence as to the scope of advice received but nonetheless we achieved an excellent outcome for our clients and ultimately the beneficiaries of the estate.

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