Probate and Estate Administration

Losing a loved one is a distressing time which is not helped by the vast amount of paperwork required to deal with the financial affairs of the recently deceased. We can relieve you of some or all of this burden.

It takes a lot of time and energy to deal with banks, solicitors and HM Revenue and Customs, just when you need that time to come to terms with your loss and provide support to the rest of the family. We know this because we have first-hand experience of it.

We can deal with some or all aspects of obtaining probate and dealing with the estate administration, providing the Will is not being contested. Furthermore, unlike so many in the industry, our fees are not linked to the size of the estate we are administering – they purely relate to the amount of work involved. We also put a cap on our fees to give you extra comfort.

We will look to administer the estate as quickly as possible as, much like yourself, we do not wish for it to needlessly drag on for months or even years!

At Finch Tax, our probate estate administration service includes the following;

  • Assemble the application for a grant of probate or letters of administration

  • Post death tax planning

  • Deal with HM Revenue and Customs on the estate's behalf

  • Take control of or realise the assets of the estate

  • Pay debts

  • Calculate tax liabilities

  • Transfer the assets to the beneficiaries in accordance with the Will and/or intestacy provisions

  • Completion of estate tax returns

  • Completion of inheritance tax forms

  • Preparing estate accounts for the Executors

  • Advice on tax payments and where a claim for paying by instalments can be made

To see how we helped one of our clients with probate, you can read our Probate Case Study.

Finch Tax and Accountancy Services Limited are accredited by the ACCA to carry out non-contentious probate.