Probate services have traditionally been the domain of the legal profession, but a growing number of clients are turning to their accountants and tax advisers for help.

Given our considerable skillset and experience dealing with estates and tax, we are often in a better position to assist clients with the probate process than many solicitors.

Here are a few reasons why you may choose our specialists over a solicitor:

• We are held to the same standards as legal professionals, ensuring you will receive the same level of service and advice in relation to probate and estate administration
• As a full-service accountancy practice, we have a wider breadth of knowledge on certain issues such as business succession, company valuations, forensic accounting and much more
• We can help your executor deal with any outstanding tax returns and liabilities using our in-depth tax knowledge
• We can include ‘notes of intention’ on Inheritance Tax regarding why certain gifts were made – which is helpful if a Will is contested
• If you are an existing client, we already have your financial information to hand for tax planning purposes – so we don’t have to start from scratch
• Last, but not least – as accountants our invoicing is based on the work done and not the value of the estate, which could lead to substantial savings.