We provide a free initial consultation to discuss your situation and explain how we can help. Depending on the size and complexity of the estate, our services may include:

• Applying for, or assisting with, the Grant of Probate
• Identifying estate assets and liabilities
• Liaising with banks, investment providers, and other third parties
• Collecting and valuing estate assets
• Calculating inheritance tax and preparing relevant reports
• Advising and supporting executors
• Preparing estate accounts
• Distributing assets to beneficiaries

Timescales vary depending on the complexity of the estate. Straightforward cases may take around 4–6 months, while more complex estates can take longer.

Clear communication with executors is key to achieving a smooth outcome.

Fees

Your initial consultation is free. After understanding your requirements, we will provide a clear quote before any work begins. Fees can be agreed on a fixed-price basis or calculated according to time spent by our team.

Straightforward estates typically involve advising executors, preparing probate applications, and completing inheritance tax forms, while more complex estates will require additional work.

Complaints Procedure

We are committed to providing the highest level of service. If you are unhappy at any stage, please contact us so we can resolve the issue quickly. If a complaint cannot be resolved internally, you may contact the Institute of Chartered Accountants in England and Wales.

If you are still not satisfied, you can ask the Legal Ombudsman to review the matter independently.

Probate Compensation Scheme

As an ICAEW-accredited probate firm, clients may be eligible to claim compensation in cases of fraud, dishonesty, or failure to account for funds by an accredited firm or employee, subject to scheme rules and time limits.

For trusted guidance during a difficult time, our team is here to support you with professionalism, care, and clarity.