Wills and Probate
Wills, probate, and the bit afterwards.
A clear will, properly executed. Probate handled with regulated legal partners we trust. And the financial side – estate accounts, IHT, period-of-administration tax – handled by us, in plain English, at a fixed fee.
A coordinated team for everything around death and estate
Most people only do this once or twice in a lifetime, and almost always while grieving. The mistake is trying to coordinate a will-writer, a probate solicitor, an accountant and HMRC yourself. That fragmentation is where errors creep in – and where families end up paying more tax than they need to.
We sit at the centre of the financial side: reviewing your will for tax-efficiency before it is signed; handling the estate accounts, IHT account and administration-period tax after death; and partnering with regulated will-writers and probate solicitors so you only need to manage one relationship. Where pure legal work is involved we hand off to qualified professionals; we never pretend we are something we are not.
What’s included
- Will review and tax-efficiency check
- Recommendations on will trusts where they help
- Coordination with our trusted will-writing partner
- Coordination with our trusted probate solicitor
- IHT account preparation (IHT205, IHT207, IHT400, IHT100)
- Period-of-administration income tax and CGT
- Estate accounts for executors
- Distribution schedules for beneficiaries
- Capital gains rebasing on assets at date of death
- Will trust setup post-grant if specified in the will
Why clients stay
A genuinely modern approach
Cloud accounting, MTD-ready workflows and secure document portals — no shoeboxes of receipts, no surprise emails in March.
Fixed fees, no clock-watching
A clear price agreed up front. Call us as often as you need without worrying about a meter running.
Senior advice, not call-centre answers
Every client has a named accountant who knows your situation — not a ticket queue.
Common questions
Can you write my will?
Can you do my probate?
Do I need probate at all?
What is the period of administration?
How long until the estate is wound up?
Need a hand with a will or an estate?
Book a free 30-minute call. We will tell you straight whether we can help, what it would cost, and what to do next. No sales pitch, no obligation.