Probate and Estate services for executors

Helping executors through the probate steps

We take the time to guide executors through the administration of an estate – from a free initial meeting with family to plan the way forward and explain the process, all the way to finalising estate accounts to evidence the distribution of the estate.

What we offer

We know it can be daunting to be faced with the prospect of handling a loved ones legal and financial affairs. We offer a flexible services tailored to each individual case; let us take the worry away and help as much as you would like.

Our partners and directors are also Society of Trust and Estate Practitioners (STEP) qualified; we are professionally recognised as ‘trusted advisors’ in this field.

We can help with the following:

  • Free initial meeting with family and other executors to plan the way forward and explain the process
  • Protecting the assets whilst the estate is being administered, for example, making sure property continues to be insured, notifying banks so that any sole accounts are frozen, cancelling the passport and driving licence, securing any chattels
  • Ascertaining and valuing the assets and liabilities as at the date of death
  • Submitting an account of these to HMRC, claiming any reliefs and exemptions and paying any inheritance tax due on the estate
  • Preparation of papers needed to obtain a grant of probate
  • Collecting in assets which involves opening a separate bank account and transferring legal ownership of assets to the executors
  • Paying debts and liabilities
  • Distributing the estate in accordance with the terms of the Will, which can entail making decisions as to which assets should be sold and/or distributed in specie to the beneficiaries
  • Providing tax advice to beneficiaries of the estate
  • Working in collaboration with law firms, as necessary, to complete the legal aspects of settling an estate

 

Probate Services Specialists

Meet our people >

Why work with us?

Our team works to the highest standard to provide evidence that withstand close legal scrutiny and cross-examination. We are well prepared and confident in our ability to communicate and defend our opinions effectively, both in writing and on cross-examination.

  • Industry Recognition
    Industry Recognition

    Tolley's Taxation Awards 2019 Best Private Client Practice Finalist

  • Cross Team Expertise
    Cross Team Expertise

    We offer you a truly joined-up service, with both our financial planning and private client tax working together to give you the best possible advice

  • International Reach
    International Reach

    We are a founder member of The International Accounting Group (TIAG)

  • Accessibility
    Accessibility

    4 Offices, London, St Albans, Rickmansworth and Milton Keynes

Insights

Find out more >
Close