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- a qualifed team of professionals
working for you and your business.

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Probate and estate administration is the financial and legal process which takes place after someone has died. The purpose is to make sure all relevant taxes are collected, money owing to creditors is paid, debts owed to the deceased are collected and the remaining assets from the estate are distributed to the relevant beneficiaries. It can be a very complex procedure.

We are one of the first accountancy firms in the local area to be licensed to carry out probate work, following a major change in the law which previously only allowed solicitors or banks to carry out this work.

As licensed practitioners for probate work and specialists in all aspects of taxation, accounts preparation and estate planning, Simpson Wreford LLP are best placed to take care of your probate and estate administration work.

Using Simpson Wreford LLP to apply for Probate

Simpson Wreford LLP is licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.

We can help you in a variety of ways:

Obtaining a grant of probate – assisting the executors or administrators to obtain the “grant” in order to deal with the deceased’s estate.

Identifying the assets and liabilities of the Estate – this can include bank accounts, credit cards, pensions, properties, shareholdings, insurances, utilities, taxes, etc.

Valuing the assets of the Estate – valuing assets in accordance with the Inheritance Tax Act 1984, and claiming all reliefs (spouse exemption, charitable gifts, etc.) and transferable nil rate band if applicable.

Completing the forms PA1 and IHT forms – this will include either IHT400 or IHT205 depending upon whether the estate is excepted.

Estate accounts preparation – drawing up financial statements showing incoming and outgoings of the Estate and ensuring that assets are distributed in accordance with the will (or as deemed by law where there isn’t a will).

Income tax returns – a self-assessment tax return may be required if the deceased had income from sources such as self-employment, overseas income or had a Capital Gains Tax liability.

Next Step:

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