Will & probate

Passing on your wealth.

Nobody likes to think about the difficult times, but we consider the bad times so you don’t have to.
When it comes to writing a Will, it all starts with a chat and our financial advisers will give you the support you need to plan ahead and ensure your personal wishes are met.

We help with:

  • Letting you determine who will inherit everything you own
  • Inheritance Tax (IHT) planning
  • Estate planning and administration.

Applying for Probate

Applying for Probate offers a chance at closure in the loss of a loved one – paying final bills, executing the Will – but it can be a complex process.

We can refer you to a specialist with experience and expertise who can make the process simpler, allowing you to be as involved as you wish to be. At each step, they will act in your interests, providing guidance and advising with empathy on the best actions to take for you and your family.

The probate process involves:

  • Finding the Will and codicils, if applicable
  • Valuing the Estate
  • Calculating the Inheritance Tax and preparing the necessary forms
  • Applying for the grant of representation
  • Administering the estate
  • Preparing the estate accounts

Distributing the assets to the beneficiaries of the estate.

“Due to changes within our family we both felt it was time to update our wills. Caroline helped us to compose our thoughts and make decisions and the whole process was made easy by her pleasant manner and professionalism. It all appeared much more straightforward than going through a solicitor and in the end turned out to be time well spent and excellent value.

Duncan and Karen, Kettering

Let’s honour your wishes.