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 process: Initial consultation, Information gathering, Probate application, Estate administration, Finalisation. Our team will provide you with a detailed step-by-step process when you contact us.

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, discussing your situation in detail. Before our engagement is confirmed we will set out our fixed fee including Probate Registry charges. We also indicate the basis of charges for the administration of the estate and 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 and ensure you understand our fee structure and what is included. You will have personal direct contact with probate specialists and tax experts who will keep you regularly updated as matters progress.

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.