Probate Accountant and Probate Administration

We’re probate accountants – authorised to undertake probate and estate administration by the Institute of Chartered Accountants for England and Wales (ICAEW). (Link opens in a new tab.)

How We Reduce Probate Costs and Taxes

Clients are often shocked at their probate-related costs and, especially their taxes. We’ll help reduce them because:

• Our flat-rate fees are often significantly less than a solicitor’s.

And also:

• We’ll help reduce your probate-related taxes (even when executing an existing will).

Together, you could save tens or hundreds of thousands of pounds on your probate.

Reducing Your Probate Costs

We offer a flat-rate probate service. Our typical fees are £1,995 – £4,995.

By comparison, many solicitors charge 2% of the estate value. That means for an estate valued at £300,000, they’d charge £6,000.

We’d save you more than £3,000 – and the larger your estate, the more you’ll save. 

Reducing Your Probate Taxes 

We can help unlock significant tax savings because:

• Even when presented with an existing will, we can help you minimise a wide range of taxes, such as:
  • Inheritance Tax
  • Capital Gains Tax
• We ensure your tax returns and submissions to HMRC are correct – reducing your risks.
• We can create and manage Trust Funds to secure your wealth for the future.

Johnsons’ Probate Service

• We’re a full-service, mid-sized firm of Chartered Accountants.
• We have the resources you need to manage your probate and reduce your taxes – and are small enough to care.
• You’ll receive comprehensive, tailored tax advice – for your specific needs.
• Our probate and and tax services are backed by:
  • Tax staff who have previously worked for HMRC, so we know how to work with them on your behalf effectively. 
  • 70 staff – all based in the UK to maintain quality.

Probate Execution Case Study

The Probate Problem

Our Client, in his 80s, owned a hotel and wanted to minimise his inheritance tax (IHT) and ensure his estate passed to his children.

How We Helped

We used our combined expertise in tax planning, investment management and probate to meet his objectives. We then helped him implement it correctly – ensuring arrangements were watertight. Our probate arm will also administer his estate.

The Result

The Client’s estate will be passed on to children, and his family will save £2m in taxes.

Next Step

Contact us to find out how much you could save – and relieve your probate headache. You’ll be pleased you did.

Please note: We only work on uncontested probate.