Private-capital-estate-probate

Probate

It’s a difficult time so we’ll help you through the potentially bewildering process of dealing with the financial affairs of the deceased, giving you time to focus on the important things – family and friends.

We’ll make the difficult straightforward, and with a team renowned for its expertise and understanding, you can be confident we’ll make sure everything’s covered.

We’re here to help from registering the death to dealing with money, and tailor our service to suit you. We can assist with the following:

           

We can assist with the following:

Collecting in all the assets and paying the liabilities

Distributing the Estate in accordance with the terms of the Will

Drafting the legal paperwork required to obtain the Grant of Probate

Ensuring the tax efficiency of the estate administration

Identifying all assets and liabilities in the Estate

Obtaining probate valuations of the assets

Preparing and filing any necessary Income Tax returns

Preparing Estate accounts

Producing and filing an account to HMRC to deal with the Inheritance Tax affairs of the deceased

Registering the death and organising the funeral

Lesley Davis
Partner

We’ll pull the right team around you, working with other advisers to simplify matters for you. Our clients tell us our efficient and personable service, no matter how complex the matter has saved them time and worry during what is often a painful and anxious time.

Meet the Team

We’re passionate about providing the right solutions and driven to make a positive difference in everything we do.

"This is exactly why we like to work with people who understand the industry and can identify potential issues and create solutions."

Jon Saltinstall, Senior HealthCare Banking Consultant, Lloyds Bank