Probate

When you are grieving it can seem far too difficult to deal with tax and applying for probate.

Offering a flexible service, either taking on the whole probate process on your behalf or providing essential support and advice to you when needed,

Each estate is different, we will explain each stage to you in more detail and keep you updated throughout the process.

The typical stages of a probate matter are: Initial consultation – fact find and confirm instructions. Information gathering – checking will validity, identifying estate assets, obtaining valuations, contacting financial institutions etc., identifying any liabilities, and confirming details of beneficiaries. Probate application – completing IHT forms for HMRC and submitting the application to the Probate Registry. Estate administration – collecting in assets, settling liabilities and expenses, selling assets, submitting the final tax return and paying any tax due. Finalisation – distributing the estate to the beneficiaries and preparing final estate accounts.

Our fees are never charged on a percentage of the value of an estate. It is our policy to be transparent in our pricing structure and to agree the basis of our fees with clients in advance of starting work on an assignment.

We charge a fixed fee for obtaining the grant of probate, firstly discussing your situation in detail to gain an accurate understanding of the service you require. Before our engagement is confirmed we will set out our fixed fee for obtaining Grant of Probate including Probate Registry charges. We also indicate the basis of charges for the administration of the estate and, to help provide you with an indication of our fees, we outline three typical scenarios and an estimate of our fees in each case based on our previous experience.

Not all firms that carry out estate administration are regulated. Our regulation means we follow strict rules designed to protect you and to ensure you receive a high-quality, professional service. This means that we offer the following reassurances.

Throughout the probate process we guarantee that: We will explain everything to you in jargon-free, plain English We will ensure you understand our fee structure and what is included You will have personal direct contact with probate specialists and tax experts You will be kept regularly updated as matters progress You will receive a service that is sensitive and responsive to your needs and those of your family

Dealing with all aspects of tax to keep your affairs in order.

Adopting the same tailored approach for general assistance with your UK tax return, or international returns with global income sources and residency issues.

Helping you protect and provide for your future and those around you.

Whether you have a certain goal that you are saving for, such as a comfortable retirement, or your child’s university fees, trusts can be very influential in asset management.