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probate and estate management

How we can help with Probate and Estate

We know losing a loved one is a difficult time and the vast amount of paperwork required to settle the financial affairs of the deceased only adds to the strain.  We can remove some or all of this burden allowing you and your family to come to terms with your loss.

Probate and Estate Administration Services

Our professional registration with CILEx enables us to perform non-contentious probate services via our sister company Spriggs Probate Services Ltd whilst also providing clients with inheritance tax planning and estate administrative duties through Spriggs & Co Ltd. These specialised legal services make our firm unique in the locality.

 

Why choose an accountant to deal with Probate?

Accountants are relatively new to dealing with probate matters and they may not be your initial thought when looking for assistance to deal with an estate.  However, a large proportion of probate work involves tax determination and completing inheritance tax forms or calculating the tax due, a service we already provide.

Many clients build a strong relationship with their accountant and choosing someone familiar to deal with probate matters can make you feel more comfortable.  If there is already an existing relationship the familiarity with financial matters can save time and money and ease the process.

We do not handle contentious probate cases as this falls under a different area of the law and you will need to contact a solicitor to handle any legal disputes.  We can assist once all disputes have been settled.

How can we help?

We can deal with some or all aspects of the estate administration from ascertaining whether a grant of probate is required and filing an application, valuing the estate, completing inheritance tax returns and preparing estate accounts. We tailor our service to your requirements so the list is not exhaustive, we also offer inheritance tax planning identifying legitimate ways to reduce future IHT liabilities so you can leave more for your beneficiaries.

Spriggs Probate Services Limited is authorised and regulated as a CILEX-ACCA Probate Entity, Authorisation number 3002154.

Contact us for more information and a no-obligation quote.

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