Fix costs, save money, ease responsibility

What is Probate?

“The distribution of property and assets under the terms of your Will”

  • Affects estates valued over £5,000
  • Usually done by bank or solicitor
  • Costs up to 4% + vat of value of the estate
  • Costs more for complex estates

Planning ahead makes perfect sense

Fix costs to avoid unnecessary expense

Reduce stress by minimising legal responsibility

Ease anxiety by protecting from financial liability

Quick & easy to arrange

 How our Prepaid Probate will help the executor of your Will

Legal and financial liability

  • Difficult & time consuming
  • Huge responsibility at a distressing time
  • Personal legal liability
  • Certain decisions can cause family disputes

Our legal professionals will guide your executor(s) and alleviate the burden.

Avoid Costly Errors

Common Mistakes:
  • Failing to interpret the Will correctly
  • Incorrect assessment of liabilities & debts
  • Distribution of funds too soon
  • Incorrectly filing Probate & IHT forms to HMRC
  • Executor is legally & financially liable

Our Prepaid Probate Includes

  • Identify, gather and value all of your assets
  • Prepare documents to apply to the Probate Registry of the High Court
  • Apply and obtain the appropriate Probate from the High Court
  • Correspond with HM Revenue and Customs
  • Complete income tax, inheritance tax & capital gains tax returns
  • Calculate and transfer any nil rate band allowance for IHT purposes
  • Communicate with financial Institutions and all relevant organisations
  • Ensure any debts & liabilities are paid from the estate
  • Carry out bankruptcy searches against each beneficiary
  • Prepare the accounts & distribute the estate to the beneficiaries
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If you would like more information or to arrange a call, we are here to offer you all the help and support you need.

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