No-one tells us how to prepare for the events which follow the death of a loved one. And unfortunately, it’s not unusual to run into complications. From paying too little or too much Inheritance Tax, to simply not having the energy or composure to carry out administrative tasks such as probate, it may seem like the whole world is against you.

That’s why we want to solve these problems for you. Here are just a few ways our Chartered probate service can help you, your friends or your family with probate and estate management.

1) You are worried about paying too much Inheritance Tax on death

And that’s understandable. The tax system is set up so that it takes years of training to learn about all the reliefs and rates available to you. That’s why an accountant is the perfect partner to administer your estate. We’ll minimise the amount of Inheritance Tax you have to pay while ensuring that all your debts are paid in full.

2) You are concerned your family do not have the skills or time to deal with what will be a complicated estate following death

Probate can be quick and easy. But it can also be long and complicated, depending on your exact circumstances. Usually, if you are passing down a business, investments, or other alternative forms of wealth, we would recommend a professional to oversee the administration of the estate to ensure a smooth and seamless succession.

3) You are unhappy with the fees charged by solicitors and banks

Contrary to popular opinion, an accountant can carry out the same high level of estate and probate work as a solicitor and bank can*. The difference is that we charge set fees, rather than a percentage. This means we can offer you the same service, at a much lower rate.

For more information about our probate services, please contact us.

*We are unable to carry out contentious probate. If your estate is disputed while under our care, we will pass the contentious aspect over to a reputable solicitor of your choice.