Our approach
As probate specialists, we understand the deeply emotional and personal aspects of probate and estate administration. As your trusted advisor, we are able to support your family through this difficult time. Having supported you throughout your working life and then into your retirement, we are well placed to provide probate advice and services having knowledge of your financial and personal circumstances.
We take a hands-on, compassionate approach, building open relationships with all our clients, ensuring we understand aspirations, as wealth transitions to the next generation. We have specially qualified partners and staff who can assist with a wide range of services. We can act as Executors and Trustees, if required, along with members of your family to help ease the burden.
We commit to providing a competitive service and keeping parties informed and updated throughout the process. Our priority is to facilitate a smooth transfer of wealth guiding you through every step of the estate administration process, offering expert guidance every step of the way.
Our proactive “Brighter Thinking” approach allows us to anticipate challenges and maximise the value of your estate. Ultimately, our aim is to provide comfort, reassurance and ensuring your legacy lives on for generations to come.
Our Probate & Estates services
Our experienced team can advise and support executors and families in the following areas:
- Preparation of tax returns for the year of death.
- Identification of the assets and liabilities of the deceased for inclusion in the Probate submissions.
- Preparation of Inheritance Tax accounts for submission to HMRC.
- Prepare the tax returns for the Estate and deal with the income tax and capital gains tax payable.
- Gather in the assets and settle the creditors and Inheritance Tax liabilities.
- Obtain the probate on your behalf.
- Deal with the distribution of the Estate in accordance with the Will.
- Provide Estate accounts in an easy-to-understand format.
- Provide updates throughout the process to keep family informed of progress.
- Provide advice on future planning or rearrangements, where necessary