Experienced, supportive and qualified

During difficult times, having the support of an experienced adviser by your side can be vital in helping you navigate through the probate process and ensure tax efficiency.

With experience of helping a wide variety of clients with probate and estate-related requirements, our specialist team are licensed by the ICAEW to provide non-contentious probate services in England and Wales, and can offer guidance and support to you, delivering an approach that encompasses efficiency, reliability and empathy.

For more information on our probate services, please click here.

As part of our probate licence, the ICAEW requires us to maintain a record of employee diversity and to publish the results on our website. Please click here to view.

Here’s what you can expect

  • Support when you need it

    We aim to make the process of dealing with your family’s estate as painless as possible for you

  • Communication with HMRC

    We’ll take care of everything on your behalf, from initial conversations through to HMRC reporting and compliance support

  • Joined-up advice

    Alongside delivering an expert probate service, we’ll also identify tax saving opportunities for you and your family, helping you achieve more in every way

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