Delays of up to 12 weeks as probate moves online

Since the introduction of the new online system, grants of probate are taking up to twelve weeks to finalise. When comparing this with the usual ten day turn around, it can’t be deemed entirely successful. This issue comes as higher … Find out more »


Research suggests 70% of individuals ‘unaware of inheritance tax nil-rate band’

Research carried out by Canada Life has suggested that a significant amount of individuals ‘do not know the threshold’ for the standard inheritance tax (IHT) nil-rate band. Canada Life found that 70% of those surveyed did not know the standard … Find out more »

Case Studies

Read some of our case studies below from probate cases in Hampstead, Maida Vale, Hendon and Swiss Cottage:

Case Study 1

Mrs A’s Estate was a fairly simple one. Her only assets were a house and some cash held in the bank. She had no liabilities. The value of the Estate was £800,000. Her bank quoted £21,000 to carry out the Estate Administration but we were able to carry this out for a third of that fee.

Case Study 2

The Executors of Mr B’s Estate came to us a year after Mr B had passed away as the solicitors ‘looking after’ the case had made no progress in obtaining probate. Within three months of us taking the matter over probate had been obtained, distributions made to the beneficiaries and the case closed. Mr B’s children were also pleased to learn that their late mother’s unused Inheritance Tax nil rate band was available to be transferred to their father’s Estate – something that the solicitor had failed to mention to them.

Case Study 3 

Mr C died leaving approximately £500,000 to each of his two children, D and E. Unfortunately, as we were concluding the Estate administration E was diagnosed with terminal cancer. We therefore recommended that E varied her share of her inheritance from her father in favour of her two adult children so that a second Inheritance Tax charge on E’s eventual death was avoided.

Case Study 4

Mr D died in tragic circumstances whilst still in business. He had previously entered into a tax avoidance scheme which was now being challenged by HM Revenue & Customs. Using our experience as accountants of negotiating with HMRC, we were able to reach a settlement with them at a much reduced amount from what they were seeking.

(Names have been anonymised to protect confidentiality)