Probate

Wouldn’t it make sense if your accountant could handle probate?

Well, now sense prevails.

Did you know your accountant can now by law provide a full probate service?

It means that the professional advisor best equipped to deal with your or a loved one’s estate, and all the numbers, now can (providing the will is not disputed):

  • Handle all the legal paperwork
  • Prepare the estate accounts
  • Do the tax calculations and agree the inheritance tax liability with HMRC
  • Obtain the Grant of Probate
  • Distribute the assets

This makes things quicker, less stressful, less complex, and saves money.

It means all of your financial affairs (we can also advise on Wills) can be taken care of by one advisor.

We aim to be as transparent as possible throughout the whole process and our fees will normally be  calculated on a time incurred basis. Fixed fees on small/ uncomplicated estates can be agreed in advance and we will always give you an estimate of the likely cost at the start of the engagement and update you if this changes

Partner and staff charge out rates are always available to clients at the outset and the initial meeting is free of charge.

Scodie Deyong LLP are accredited by the Institute of Chartered Accountants in England and Wales to offer probate services under firm number C001299001 and Probate regulations can be viewed at icaew.com/regulations

We have recently published our latest diversity survey, the results of which you can view here.

If you’d like to find out more about our dedicated Probate team, contact Tanya Ezra on 0207 535 2700 or Tanya.Ezra@scodiedeyong.com.

The Scodie Deyong Probate team

 

Licensed by the Institute of Chartered Accountants in England & Wales to carry out the reserved legal activity of non-contentious probate in England & Wales. Details of the firm’s probate registration can be viewed at icaew.com/probate under the firm’s reference number which is C001299001