Probate services

Probate is the process of sorting out someone’s estate, their property, money and possessions after they’ve died.

At this stressful and emotional time, some families find it easier to appoint a professional to assist them with handling probate and other duties of an executor.

Rotherham Taylor are one of a small number of accountancy practices in the UK to be licensed to provide probate services by the Institute of Chartered Accountants in England and Wales (ICAEW).

We can:

  • Obtain Grant of Probate
  • Help you identify the assets and liabilities of the estate
  • Access assets from bank accounts, property and share portfolios
  • Consider any Deed of Variation opportunities
  • Distribute the assets of the estate according to the terms of the Will
  • Prepare and submit any outstanding Personal Tax Returns up to the date of death
  • Prepare estate tax returns and settle outstanding tax liabilities of the estate
  • Prepare the final estate accounts
  • Provide advice on tax planning opportunities for the estate and/or for beneficiaries
  • Provide ongoing inheritance tax and succession planning advice

We only charge for what we do and we do not add on a percentage fee based on the value of the estate.

Our existing detailed knowledge of a client’s financial affairs means we can act quickly and effectively on probate matters with consequent cost benefits.

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