Probate & Estate Administration

We understand that losing a loved one can be a very difficult and challenging time. It can often be a daunting process for those appointed as personal representatives with the worry and stress of administering the estate and ensuring the process is dealt with correctly.

At Whiting and Partners we can offer advice and support with a clear and efficient plan covering the legal, tax and administrative processes involved.

 

The probate services we are typically asked to offer support with include:

  • Advise the personal representatives on the action required
  • Establish the assets and liabilities as at the date of death
  • Valuation of business and shares
  • Advise on the inheritance tax and relief available
  • Application for Grant of Probate or Letters of Administration
  • Call in assets and settle liabilities
  • Calculate income tax and capital gains tax liabilities of the estate
  • Distribution to beneficiaries
  • Preparation of final estate accounts

 

Whiting and Partners Chartered Accountants have been providing the majority of the above services to our clients for many years. However, as a firm we have recently expanded these services to include the preparation and submission of the application for grant of probate. This process is a reserved legal activity and therefore needs approval from an approved regulator and licensing authority, which we have recently obtained meaning we are able to offer our clients support throughout the whole probate process by offering a seamless and complete service.

 

The legal, tax and administrative processes involved in dealing with an estate can be complex and add additional strain during an already stressful time. We can offer advice and guidance each step of the way.

 

In addition, our partners, named in a personal capacity, can act as Executors within your Will

 

Our Probate department is based at our Bury St Edmunds Office and our Probate Specialists Andrew Winearls and Philip Peters can be contacted on 01284 752313

 

Whiting & Partners is licensed to carry out the reserved legal activity of non-contentious probate in England & Wales by the Institute of Chartered Accountants in England & Wales under the registration number C005774536. The Probate register and can be accessed at icaew.com/probate. The Probate regulations can be accessed at icaew.com/regulations.

 

Whiting & Partners Staff Diversity Questionnaire

Whiting & Partners are accredited to perform the reserved legal service of non-contentious probateĀ  and are required to collect, report and publish diversity data about their employees.

Whiting & Partners Staff Diversity Questionnaire

 



 
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