Probate Services
Expert probate advice delivered with care and compassion
Losing someone close to you is difficult enough without having to navigate complex legal, financial and tax responsibilities.
At The Probate Practice, we provide specialist probate services designed to make the process as straightforward and stress-free as possible.
We'll guide you through every stage with sensitivity, professionalism and clear advice.
How we can help
Our probate services include:
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Applications to HMCTS for Probate or Letters of Administration
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Applications for Grants de Non Bonis
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Estate administration
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Preparation of Estate accounts
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Preparation of Inheritance Tax Returns
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Correspondence with HMRC on Inheritance Tax Retun enquiries
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Asset valuations
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Distribution of estates
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Executor support
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Probate advice
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Tax compliance for estates
We offer 3 main levels of service although we tailor our offering to suit your exact needs.
Inheritance Tax and Grant Application Only
This is the most popular choice amongst our clients and the one that we feel offers the most professional value but does require Executors to do some legwork!
The Executors will complete our IHT questionnaire and contact all banks and institutions to advise them of the death and request the date of death information.
From there, we will value the Estate according to HMRC regulations, make any relevant claims, prepare and file the Inheritance Tax Return and then make the application for probate.
Once the Grant has been received, we will forward it to the Executors who will then make the arrangements for accounts to be closed, debts paid, distributions of pecuniary and specific legacies to be made and funds transferred to the residuary beneficiaries.
Partial Estate Administration
All of the above plus:
• We collect in the assets to a client account that we operate on the Executors behalf
• Payment of Estate liabilities
• Prepare Estate accounts
• Pay pecuniary legacies
• Make distributions to residuary legatees
Full Estate Administration
All of the above plus:
• Write to banks etc advising of death and requesting date of death information
• Inheritance Tax clearances
• Estate income tax and capital gains tax reporting
• Preparation of Estate accounts
The costs of our service will depend on the amout of work you wish us to do and the complexity of the Estate. No two Estates are the same but broadly an Estate will fall into one of these levels. We will quote on a case by case basis
Very basic
• Excepted Estates – no Inheritance Tax forms necessary
Basic
• No Inheritance Tax due
• Maximum of 3 residuary beneficiaries
• Maximum of 5 bank accounts
• A few shareholdings in listed companies, ISAs etc
• No business assets
• No potentially exempt transfers or gifts out of income
Complex Estate
• IHT payable
• Several beneficiaries
• Several bank accounts
• Several investments
Very complex Estate
• High value assets
• Business or Agricultural reliefs
• Foreign assets
• Gifts out of income