We also deal with probate work.  This means that we organise a person’s assets for distribution according to the will, or intestacy rules, upon their death.

Probate work includes much of the following:

Calculating the inheritance tax liabilities
Preparation of any inheritance tax returns for submission to HMRC
Guiding the executors with the application for probate so that the estate may be distributed to the beneficiaries

Contrary to common belief, you do not need to engage a solicitor for probate work unless, for example, the terms of the Will are unclear or there is a risk that the content of a will is challenged.

The best way to avoid the vagueness of a will is to speak to us about your wishes.  We can also help you with creating a letter of wishes so that your executors are clear on what you want to happen.

The joy of being a practice that is flexible means that we can help a family with as much support as they require in order to deal with probate matters.

Keeping your costs to a minimum but providing valuable support.

Our probate services

Amanda heads up the probate work within the practice and she has over 25 years experience in wills, trusts, estates and probate work.

She is a member of STEP – the Society for Trust and Estate Practitioners.
She has devoted time to many committees, including the Probate committee for STEP.
Amanda was also invited to the Legal Services Party for probate activities for ICAEW, which was instrumental towards providing members with authorisation to deal with probate work and activities.

Feel free to contact Amanda for a discussion on how we can support you with probate matters

Call or message Amanda on 07909 530927
or email afisher@ajftaxation.com