Probate

Probate

What is Probate?

Probate is essentially a numbers exercise – getting all the deceased’s assets (property, possessions and pensions) and liabilities (debts) in order.

What will we do?

As specialist Probate accountants we have the expertise to tie up all Probate matters quickly, efficiently and as painlessly as possible. We understand it is an emotional time for those involved.

Throughout the process, we will take a pragmatic approach by ensuring you will always see the same members of staff who know your situation and understand what decisions have been made. Michael Dunkley, the Director of the company, is one of our Probate specialists and will personally oversee your case to ensure everything is run smoothly and to your expectations.

What is involved in the process?

  • Researching and assessing the value of the deceased’s Estate
  • Preparation of the Inheritance Tax account
  • Dealing with any Income and Inheritance Tax liabilities of the Estate
  • Gathering the assets and paying creditors
  • Advising executors of the tax implications connected with the selling of any assets
  • Preparation of the tax return of the deceased on behalf of the personal representatives
  • Providing the final Estate accounts

How much will this service cost?

Our fees are calculated on a time basis so we only charge for the time spent on your individual case.

We are just a phone call away

Get in touch today to speak to one of our specialist Probate experts for FREE initial advice without the jargon on 01454 619900