Probate, Inheritance Tax & Personal Tax Insights

How long does probate really take? This guide explains each stage of the probate process, from valuing the estate and dealing with Inheritance Tax to obtaining the Grant of Probate and distributing the estate, together with the factors that commonly cause delays.

Acting as an executor? Our step-by-step executor's checklist explains what to do after someone dies, from registering the death and dealing with Inheritance Tax to applying for Probate and distributing the estate.

Probate is not simply a legal process. The administration of an estate is predominantly concerned with valuing assets, calculating tax liabilities, preparing estate accounts, collecting assets, settling liabilities and ensuring beneficiaries receive their inheritance correctly. These are financial matters. A specialist probate accountant has the expertise to deal with estates of all sizes and complexities, ensuring that financial matters are handled accurately and tax-efficie

Many people put off making a Will because they think they don't have enough assets, they assume their family will know what they wanted, or they simply don't want to think about what happens after they die. However, dying without a valid Will can create uncertainty, additional stress and sometimes family disputes at an already difficult time. When someone dies without a Will, they are said to have died intestate. This means their estate is distributed according to the intesta

Understanding Inheritance Tax can be confusing, but careful planning and expert advice can help reduce unnecessary tax and make estate administration much simpler. This guide explains the key allowances, exemptions, reliefs and the responsibilities of executors when dealing with an estate.