We are licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.
So, we can advise on wills or intestacy and estates and apply for probate or letters of administration where the case is likely to be non-contentious, or help you to apply. We can recommend solicitors who can help if we are unable to.
We can prepare tax returns for people who have died and have lots of experience in dealing with trusts, trust accounts and estate tax returns. We can help you with completion of tax forms such as the IHT400 and subsidiary forms when you have to apply for probate.
In our Tax Services section we list those areas where we can help with tax planning and mitigation, especially during a person's lifetime, so as to minimise the impact of Inheritance Tax and our Financial Services can help with planning for things like pension freedoms and the possibility of passing on your pension assets to your dependants.
We undertake a review each year to monitor diversity in our workforce. You can see the results by clicking here.
Our registration details can be viewed at www.icaew.com/-/media/corporate/files/technical/legal-and-regulatory/probate-and-abs/probate-register-2017.ashx.