A solicitor may be the first professional that springs to mind when you need support with obtaining Probate, but did you know Menzies LLP are probate accredited accountants who specialise in probate and estate matters?
Why Menzies?
- We have a number of STEP (Society of Trust and Estate Practitioners) qualified individuals who specialise in probate.
- The application for the grant of probate often involves the completion of complex inheritance tax (IHT) forms. Our probate specialists are all qualified chartered tax advisors, ensuring you receive expert tax advice throughout the process, including advice on any tax mitigation opportunities available.
- Where we have acted for the deceased in lifetime, either as their accountant or tax advisor, we have an established understanding of the deceased’s financial and personal affairs, ensuring a smoother, more streamlined, process.
As accountants with a wide range of services, we can act as a one stop shop for all associated probate needs.
- Applying for and obtaining the grant of probate
- Completion of complex IHT forms and calculation of the IHT payable
- Tax planning advice in relation to both the estate and beneficiaries
- Completion of self-assessment tax returns to the date of death
- Completion of estate tax returns
- Our valuations team can provide company valuations for probate purposes
- Completion of estate accounts
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Our Menzies Wealth Management team are also on hand to provide support, where needed, to beneficiaries who may need financial planning advice following receipt of an inheritance.
- We work alongside the executors, supporting them through the process and taking this additional administrative burden off their shoulders at a difficult time.
- We provide an estimate of our expected costs at the outset for transparency, and our costs are never charged based on a percentage of the estate value.
If you’re an executor and you choose your own or your loved one’s accountant, you’re likely to be dealing with someone you already know and trust at what is a difficult and distressing time.
Where the accountant has previously handled your loved one’s finances, they’ll also have in-depth knowledge of their financial affairs, sometimes developed over decades.
Even if you opt for a new accountant, you’ll benefit from specialist tax and financial expertise, which will make dealing with a complex estate more straightforward
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