Probate Accountant, Probate Execution and Probate Estate Administration

As your probate accountant, our Probate Estate Administration will save you the time and frustration of managing your probate with HMRC.

We are authorised to undertake probate execution and probate estate administration by the Institute of Chartered Accountants for England and Wales.

Lower Probate Taxes and Risks

As part of our probate administration service, we can also help reduce your probate-related taxes.

• 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.

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 today to reduce your probate-related taxes and relieve your probate headache. You’ll be pleased you did.

Please note: We only work on uncontested probate.