Wills & Probate Services

No-one knows your financial affairs better than your accountant and, as one of the few accountancy firms licensed by the ICAEW to undertake probate work, we’re pleased to be able to offer this beneficial, streamlined service to our private clients.

We make the process of obtaining a grant of probate less stressful and expensive than using a solicitor who doesn’t have ready access to your financial information. We’ll advise on structuring your will in a tax-efficient way, and introduce you to our recommended partners who’ll ensure your will reflects your wishes and avoids unnecessary tax charges.

Our partner-led team has extensive expertise in wills, probate, trusts, estate planning and tax. We regularly deal with complex and high-value estates, including those with international assets, and understand the challenges these can bring and how to handle them smoothly.