Our Story
The Probate Practice was founded with a simple vision: to provide expert personal tax, probate and inheritance advice in a way that is clear, honest and genuinely personal. Led by a specialist probate Chartered Accountant, we combine professional expertise with a compassionate, individual approach.
We understand that tax and probate are about far more than numbers. They often involve important life events, family decisions and significant financial responsibilities. Whether you're planning for the future, administering an estate or dealing with HMRC, you need advice you can trust and someone who will take the time to explain your options.
That's why we believe every client deserves a tailored approach. We take time to understand your circumstances, your family, your assets and your goals before providing practical advice designed to protect your wealth and give you confidence in every decision.
Our commitment is to build long-term relationships based on trust, transparency and exceptional personal service. We explain complex matters in plain English, respond when you need us, and work alongside you to make even the most challenging situations feel more manageable.
At The Probate Practice, we're here to help you navigate life's important financial decisions with clarity, confidence and peace of mind.
Meet the Team
Joel Weitzman
DIRECTOR | Chartered Accountant | Probate Practitioner
Joel Weitzman is a Chartered Accountant with over three decades of experience advising individuals, families and business owners on personal tax, probate and inheritance matters. Having specialised in taxation since 1995, Joel has built a reputation for providing clear, practical advice on complex financial matters. He has extensive experience helping clients with personal tax planning, Inheritance Tax, Capital Gains Tax and HMRC enquiries, always taking the time to explain technical issues in a straightforward and reassuring way. Joel was one of the first Chartered Accountants in the UK to have been licensed by the Institute of Chartered Accountants in England and Wales (ICAEW) to carry out probate work. He has guided hundreds of families through the probate and estate administration process, combining technical expertise with a calm and compassionate approach during what is often a difficult time. He has also been invited to speak at professional conferences and has appeared on BBC Radio discussing probate-related matters. Recognising that every family and every estate is different, Joel works closely with clients to understand their circumstances and provide advice tailored to their individual needs. Whether supporting executors through the administration of an estate, advising on Inheritance Tax planning, or helping individuals navigate personal tax matters, his focus is always on delivering clear guidance, responsive service and practical solutions. At The Probate Practice, Joel's aim is simple: to provide trusted advice that gives clients confidence, clarity and peace of mind when they need it most.
Our Values
Precision
Meticulous attention to detail in every tax calculation and probate filing.
Privacy
Upholding the highest standards of confidentiality for your personal financial data.
Proactive Strategy
Anticipating tax changes to provide strategic advice that protects your long-term wealth.
Personal Care
A boutique approach where every client receives dedicated, expert-led attention.