Offering a helping hand through difficult times

An experienced and professional team, here to help you navigate all aspects of probate finance

Matters involving probate require skill, compassion and understanding. Our team members have decades of experience and a wealth of expertise in managing and efficiently resolving complex queries and issues around these types of cases. We are here to help you navigate the difficulties and many layers of probate finance as efficiently and smoothly as possible; finding the best solutions for all stakeholders.

We understand that losing a loved one is one of the most stressful times in a person’s life. It can feel daunting and overwhelming when faced with the responsibilities of administering an estate or acting as trustee.

Our specialist and dedicated team of probate practitioners are highly qualified and offer a full range of non-contentious probate services to suit your needs.

They work discreetly and efficiently with compassion and respect to ensure estate administration and final wishes are completed without undue stress and complications. We are here to support you, so that you can safely and legally discharge your duties and obligations.

If you have a probate matter you’d like to discuss, please get in touch to find out how we can help you.

Our services include:

  • Preparing papers for a grant of probate
  • Writing and issuing letters of administration to relevant parties.
  • Calculating Inheritance Tax liability
  • Advising on and creating strategies for tax mitigation
  • Distributing estate funds

FINAL Probate Published Regulatory Info & fees
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Diversity Report 2024

Frequently Asked Questions

What is probate?

Probate is the process of administering a deceased person’s estate. This involves organising their money, assets and possessions and distributing them as inheritance – after paying any taxes and debts. If the deceased has left a Will, it will name someone that they’ve chosen to administer their estate.

Who decides if probate is needed?

If the person who died left a valid will, this will name one or more executors, and it is their responsibility to apply for probate. If there isn’t a will, then inheritance rules called the rules of intestacy will determine whose responsibility it is to get probate.

How much money before probate is required?

In England, The probate threshold can be anywhere between £5,000 and £50,000. This is because every bank and financial organisation has their own rules on how much money they can release before seeing a grant of probate.

How long does it take to get probate?

Every case is different, and the exact amount of time will depend on the size and complexity of the estate. In general, the whole probate process can take anywhere between six to twelve months.

What happens if you don’t probate the will?

Probating a will is the only legal way to transfer the assets of someone who has died. Without probate, titled assets like homes and cars remain in the deceased’s name indefinitely. You won’t be able to sell them or keep registrations current because you won’t have access to the individual’s
signature and consent.

What does it mean to probate a will?

Probate is the legal process that takes place after someone’s death to allow their assets to be transferred to other persons (beneficiaries). A legal document from the Court is needed to be able to access their assets. Where the deceased left a Will, that document is called a Grant of Probate.

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