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Probate, Inheritance Advice
and Personal Tax

Expert Guidance When It Matters Most.

Helping you to navigate probate, inheritance tax and personal tax with clarity, care and confidence.

Why Choose The Probate Practice?

Specialist knowledge. Professional expertise. Personal service.

At The Probate Practice, we combine the expertise of Chartered Accountants with specialist probate knowledge, offering a professional and compassionate approach to estate administration and taxation.

ICAEW-Authorised Probate Practice

The Probate Practice Limited is authorised by the Institute of Chartered Accountants in England and Wales (ICAEW) to undertake non-contentious probate work in England and Wales.

Decades of Taxation Experience

Our director, Joel Weitzman, has specialised in taxation for over 30 years. He was among the first Chartered Accountants in the UK to become accredited as a probate practitioner.

A Personal Approach

We understand that every family and every estate is different. We take the time to understand your circumstances, explain your options clearly and provide practical support throughout the process.

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Probate

Navigating the probate process with precision and care. We handle the complex administrative and tax burdens, giving you peace of mind during difficult times.

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Inheritance Tax

Safeguard your legacy. Our experts provide strategic inheritance tax planning to protect your family's wealth and ensure a smooth transfer of assets across generations.

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Personal Tax

Manage your personal tax affairs with absolute confidence. We optimize your returns and ensure full HMRC compliance, tailored to your unique financial situation.

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What Our Clients Say

Reviews & Testimonials

  • The Probate Practice quickly and assuredly took over the handling of the enquiry

    “I approached The Probate Practice somewhat exasperated to have received a twelve-page letter from HMRC stating that they had identified various errors in the Inheritance Tax Return and initial responses submitted by our original advisors. The Probate Practice quickly and assuredly took over the handling of the enquiry and concluded it to the satisfaction of both HMRC and the Executors”.

    Mrs J

  • Within three months of appointing The Probate Practice, probate had been obtained and distributions had been made

    “As executor, I had become increasingly frustrated at the lack of progress made by the appointed Solicitors in obtaining Mr. B’s probate. Within three months of appointing The Probate Practice, probate had been obtained, distributions had been made to the beneficiaries and the case was 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.”

    Executor to Mr. B’s Estate

  • The Probate Practice showed real empathy to the family and their measured approach was appreciated

    “Mr C died leaving approximately £500,000 to each of his two children. Unfortunately, as we were concluding the Estate administration his daughter was diagnosed with terminal cancer. The Probate Practice advised us to vary her share of her inheritance from her father in favour of her two adult children so that a second Inheritance Tax charge on her eventual death was avoided. Joel showed real empathy to the family and his measured approach was appreciated”.

    Executor to Mr. C’s Estate

  • To this day feel indebted to them for the way they took this burden off of us

    “Our son died as a single man in his 40s without a Will. As his parents, we had the legal responsibility of administering his Estate but were in no position emotionally to deal with this. We approached The Probate Practice and to this day feel indebted to them for the way they took this burden off of us. They pieced together the ‘jigsaw puzzle’ of our son’s assets with great care and also advised on varying the intestacy to avoid his assets passing to us which could have led to further Inheritance Tax on our eventual deaths”.

    Parents to Mr. A

  • The Probate Practice stepped in to negotiate a solution with HMRC to circumvent any further problems

    “We struggled to find someone who we could trust to handle the estate of my father. He passed away owning a large amount of cryptocurrency. The exchange refused to confirm the amount in question without a Grant of Probate and in order to obtain Probate, the Inheritance Tax Return needed to be completed for which the amount of cryptocurrency was required. The Probate Practice stepped in to negotiate a solution with HMRC to circumvent any further problems”.

    Son of Mr. J

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