At a time of bereavement, we can advise you what to do when somebody dies, whether or not they left a Will. We will deal sympathetically with the administration of the estate in a transparent and uncomplicated way.
We are authorised and regulated by the ICAEW and are able to undertake all aspects of non-contentious probate work. We have a specialist team, fully qualified to help with all areas of probate and are happy to support and guide you through the process from start to finish. We can also act as executor and provide tax planning, whether you are an existing client or are new to us.
Directors Sunny Truran and Catherine Dymond, are authorised individuals for probate work. They are supported by our Senior Tax Manager Alice Mahoney and our Tax Manager James Biggs.
For more information on how we can help, please use the form here, or visit our contact page to get in touch.
Our fee estimates are based on the size and complexity of the estate. We are happy to provide a free, no obligation initial one hour meeting to discuss your individual needs and prepare a quote based on this information. Please contact us and we will be happy to discuss options and pricing.
Obtaining a grant of probate simple case with IHT 205.
Obtaining a grant of probate only (simple case with IHT payable).
Estates with complex matters usually require a higher level of assistance and support as well as tax advice and expertise. In these more complex cases, we would be happy to provide a fee estimate following our initial consultation and assessment of the work required. Complex matters can include:
This often ranges significantly depending on the size, value and complexity of the estate and the services required. We aim to keep clients informed on progress and timescales as the work progresses and answer queries as they arise.
The minimum time to complete a simple application for probate is between 2 and 3 months and can take a further 2 months before the grant of probate is issued. If there are assets to sell and collect this can add a further 3 to 6 months and may depend on response times of others which may be outside of our control. It can then take a further 2 to 4 months if liabilities are to be settled, including income tax for the administration period and if there are estate accounts and distributions to be made.
We are licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales. Details of our accreditation can be reviewed at icaew.com/probate using the reference C003918130 and the role of the ICAEW can be found on the attached link ICAEW’s Role as a regulator.
We have professional indemnity insurance which is fully compliant with the requirements of the ICAEW’s regulations.