Probate and Estate Administration
Dealing with loss is hard enough. Managing the paperwork and tax shouldn't add to the stress.
Our regulated and licenced specialists are here to ease that burden, taking care of the filing requirements with HMRC. Whether you are dealing with a simple estate or a more complex situation, we'll manage every stage efficiently and sensitively, ensuring compliance, giving you peace of mind.
Our dedicated specialists combine technical expertise with a people-first approach.
We tailor our support to the circumstances of each estate - whether that involves HMRC applications, preparing accounts, or distributing assets.
We’ll work closely with you throughout the process, sharing regular updates so you know where things stand. We look at the whole picture and make the process as clear and manageable as possible, so you can focus on what matters most during this challenging time.
We charge for the time spent rather than the value of the estate, and we’ll give you a clear fee estimate once we understand your situation. For more information, you can read our terms and conditions here.
Our services
Tax planning, deeds of variation, overseas or cross-border estates, and trusts created under a will.
Calculating liability, preparing forms, obtaining HMRC assessments, and advising on payment.
Preparing the grant application and applying for the Grant of Representation (GOR).
Preparing tax returns or informal HMRC reporting, issuing Form R185, and drafting estate accounts.
Collecting, selling, or transferring assets, paying creditors, and registering on the Trust Register if required.
Mitigating exposure through tax-efficient timing, advising on deeds of variation, and obtaining legal advice for claims under the Inheritance Tax Act 1984.
Valuing private company shares, advising on inherited assets, and preparing legatees’ tax returns.
Additional expertise
Personal tax compliance and advisory
As global tax legislation becomes more complex, we ensure that our clients are operating within it. We provide tailored tax structuring and planning advice to ensure that you’re able to realise and preserve your wealth, no matter your goals.
Inheritance tax and estate planning
It’s never too early to think about a lifelong plan to protect your future and that of your family. We can help with practical tax planning, taking into consideration the changing tax legislation and challenges.
UK-resident and offshore trusts
Trusts are a great solution for those looking to manage their assets, especially when it comes to succession planning and tax efficiencies. We can help advise on the right trust for you.
Why work with us?
When it comes to probate and estate administration, you’ll need an adviser who can navigate complex matters with discretion, care, and empathy. We combine these qualities with deep technical expertise to guide you towards a resolution.
Specialists who care
We ask the right questions at the right time to fully understand your needs. With a team of licensed professionals, managing each case with sensitivity, you're in safe hands.
Clear communication
Our onboarding process is smooth and fast. We deliver jargon-free advice and transparent pricing.
Holistic and lifelong support
You get access to wider tax, trust, and wealth specialists to ensure you can preserve and protect your family's future.
Probate timeline
How long does it take to obtain probate?
Here’s an outline of the process and, from our experience, how long every stage takes.
Contact us
We're here to help - whether you have a question, need advice, or want to tell us about your requirements.