Probate

Inheritance Tax Planning can be an intricate process and there really is no one size fits all. We take a look at the use of trusts and family investment companies as part of your strategy.

If you are a property trader purchasing a probate property, you could be eligible for SDLT relief. We take a look at the qualifying conditions and what you need to do to reclaim the SDLT.

We explore the pros and cons of leaving your property development portfolio to your family and developing a tax efficient strategy for passing on family wealth.

Are you embarking on a probate application and feel a bit overwhelmed? If so our guide aims to help you prepare for the task ahead.

Yesterday, Chancellor Jeremy Hunt presented his second Autumn Statement, but with a very different tone to the gloomy announcements made this time last year. The Chancellor announced initiatives with a massive focus on pushing growth in the economy. The main question you’ll all no doubt have is… “how does it affect me?”, let’s take a look…

We are aware that some probate applications are taking longer than expected because of errors contained within them. This blog highlights the most common errors and what you can do to avoid them.

How to comply with tax reporting requirements during an estate administration period and save tax.

This is a common question. The simple answer is – it depends! A DIY probate could save you money. For simple probates this might make sense but for more complicated cases this may be a costly mistake. The executors are responsible for the preparation of papers to obtain the grant of probate or grant of...

We do wonder sometimes if the people being appointed as executors actually know what they’re signing up for, so we thought it might be useful to summarise an executor’s duties – both for those who are currently writing their wills and for those who are asked to take on the role.

Probate is often needed to get access to the deceased’s assets and it can be a slow and painful process. We examine when it is necessary and how long each part of the task may take.

If you’ve been wondering whether you should use a solicitor or accountant to help with probate services and estate administration our blog compares the respective merits of each.

If you’ve been wondering what it costs for a professional firm to help with probate services and estate administration our blog aims to give you some clarity over what you will be expected to pay.

You don’t have to be a client to access our Estate Planning for Your Parents service. Our clients agree that this type of forward planning is very tax efficient and helps them to understand the estate that they may have to administer when their parents die.

You may have spotted in the press that the government has announced that probate fees will be changing from April 2019. You may recall there were similar, but even more drastic, proposals a couple of years ago but they were shelved when the snap election was announced in spring 2017.

Benjamin Franklin once said ‘Nothing is certain except death and taxes’ and who could argue with that. Having been around for 25 years providing taxation advice (and accountancy, payroll, bookkeeping etc.) we are now officially launching our brand new probate service.