Probate made simpler at Menzies
As probate specialists, we offer compassionate, expert support to families during a challenging time. With a deep understanding of your financial and personal circumstances, we provide tailored estate administration services, guiding you through every stage. Our qualified team, including partners who can act as Executors or Trustees, ensures a smooth and transparent process.
Through our proactive “Brighter Thinking” approach, we help maximise estate value and preserve your legacy for future generations.
Ease the burden during a difficult time
Get in touch with our trusted Probate advisors today
Our Our 5 Step Probate Approach
Why choose Menzies?
As accountants, we are used to dealing with HMRC paperwork and complex calculations where required. We already work closely with HMRC, allowing us to liaise as needed throughout the process.
For existing clients, we often already have detailed knowledge of their tax affairs and an existing relationship with the family, which can make things easier at a stressful time. Solicitors often bring in accountants to assist with calculations, valuing shares, or preparing estate tax returns, so by choosing us from the start, the process is streamlined.
We are also in a unique position to support the entire process and continue advising the beneficiaries after the estate has been wound up. Additionally, we work closely with Menzies Wealth Management (MWM), our in house financial advisers, to offer fully joined-up advice from both a financial and tax perspective.
As full-service accountants we offer support on:
- Probate applications
- Inheritance Tax forms
- Estate and beneficiary tax advice
- Tax returns to date of death
- Estate tax returns
- Company valuations
- Estate accounts
Read our Testimonials
Hear from our clients
Louise Richardson, Private Client
Having previously used Menzies for their tax services, my sister and I decided to continue this relationship by using their Probate service for both my mother and subsequently my father. The original plan was to use a firm of solicitors as we were unaware that Menzies provided a Probate service. We were delighted to keep everything with Menzies and this proved to be a much more straightforward and cost-effective Probate solution.
Kevin Chapman and his team were very thorough, extremely attentive, always so helpful, and quick to respond to emails and queries. Both Probate processes went without a hitch, and this made a difficult and sometimes overwhelming time much easier.
We thought Menzies provided a very personal service and everyone we dealt with was very approachable. We would have no hesitation recommending Menzies for their Probate service.
Sally-Jane Pitts, Private Client
I have been delighted with the all the help I have received from Menzies in obtaining probate for my father, nothing seemed too much trouble, and all the steps needed to be taken were fully explained, and any questions were answered, which was a huge help.
I fully recommend Menzies, Luke Harding in particular, their service was excellent and very reasonably priced too!
Andrew Denley, Private Client
The Estate of Mavis Denley given by Andrew Denley:
The probate team at Menzies guided us through the tax returns and filing for probate seamlessly. A quick and responsive service throughout and we were able to obtain probate and distribute Mum’s Estate with the minimum of fuss. Overall, a great service, thank you.
