Probate Services

What does our probate service provide?

We offer a full estate administration service, guiding you through the process from start to finish.

The service would typically include:

• Meeting with you to take your instructions.
• Investigating the assets and liabilities in the estate, including obtaining professional valuations of property, investments and other assets.
• Preparing the first set of drafts of Estate Accounts.
• Preparing the probate papers, including the Oath and necessary HMRC forms.
• Liaising with HMRC with regard to the Inheritance Tax liability of the estate, and arranging the payment of inheritance tax.
• Applying for and obtaining the Grant of Representation from the Probate Registry.
• Managing the transfer of assets to beneficiaries.
• Advising on Capital Gains Tax liabilities of the estate, for the administration period.

What is the cost of applying for probate?

The exact cost will depend on the individual circumstances of the matter, including:

• the size of the estate,
• the complexity of the deceased’s financial affairs and the estate, including whether the Deceased had a large number of accounts and other investments,
• whether the estate includes foreign assets, trusts, or business interests,
• whether the deceased left a Will (and how well it was drafted) or whether the estate passes under the Rules of Intestacy.

Call us today on 0121 558 7691 to speak to us – or fill out our online form and we’ll call you back.