At Perrys Chartered Accountants, we have extensive experience in the administration of probate on all sizes of estate. Our sensitive, efficient probate service is designed to make the process as swift and simple as possible.

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Probate Advice

We understand that the need to address matters of probate comes at a very sensitive time for you and your family. Understandably, you will be anxious to tie up all probate matters as quickly, efficiently and painlessly as possible. Engaging Perrys Chartered Accountants to undertake the probate process for you will take the burden off your hands, allowing you to grieve in peace. 

Our probate service can be tailored to your individual requirements so that we can offer support, advice and assistance when and how you need it. This can range from providing ad-hoc advice for personal representatives, undertaking specific tasks or completing the entire process. 

Our seven branch network prides itself on offering an exceptional fixed-fee service and you can rely on us to act with discretion and empathy throughout the Probate process.

We take the time to get to know our clients, making us among the few probate practitioners in London and Kent to have a real appreciation of our clients, their intentions and their specific needs.

Our Probate service includes:

  • Advice, support and assistance with estate administration and paperwork
  • Advice and support for the estate executor/administrator
  • Acting as executor and/or trustee for those clients wishing to retain a professional executor to assist the family/beneficiaries in dealing with Probate and estate administration
  • Advice on the use of Trusts for tax and succession planning
     

 The Audit Regulations can be accessed at www.icaew.com/regulations and the Ethical Standards can be accessed at www.frc.org.uk.

The Probate Process

Probate is the name given generally to the process of administering an individual’s estate after death and applying for the Grant of Probate. In reality, this can include a wide range of responsibilities including: 

  • Registering the death and notifying any relevant organisations.
  • Locating a copy of the Will (where applicable) and ensuring that it is valid/the deceased’s last Will. 
  • Coordinating any funeral arrangements. 
  • Identifying and tracking down any beneficiaries/potential beneficiaries under the Will or the rules of intestacy (where the deceased died without leaving a valid Will).  
  • Obtaining details of the deceased’s assets and liabilities.
  • Identifying any gifts made by the deceased in the seven years prior to death (or fourteen years in certain circumstances) for the purpose of completing the Inheritance Tax return. 
  • Preparation and submission of the Inheritance Tax return and settling any liability due.
  • Applying for the Grant of Probate where there is a valid Will or Letters of Administration in the absence of a valid Will.
  • Finalisation of the deceased’s personal tax affairs up to the date of death, including the submission of any outstanding self-assessment tax returns. 
  • Realising any assets and settling any outstanding liabilities. 
  • Dealing with any potential disputes or claims over the estate. 
  • Calculating any income tax or capital gains tax liabilities due for the period of administration. 
  • Preparing estate accounts and providing copies to beneficiaries. 
  • Making distributions to beneficiaries.  

Probate Without a Will

When a person dies without a valid Will, this is known as being ‘Intestate’. In cases of Intestacy, there is a set of rules to determine who can administer and benefit from the estate. 

Rather than a Grant of Probate, you will be required to obtain ‘Letters of Administration’ in order to proceed with accounting for assets and liabilities. 

Depending on the size of the estate and potential beneficiaries in an Intestacy case, the process is often more complex than where a Will is available.
 

Probate Specialists

An Executor or Administrator of an estate is entitled to engage a professional to assist them with the probate process, and the fees are usually settled out of the deceased’s estate. At Perrys Chartered Accountants, our expert team - located across each of our seven branches in London and Kent - has the experience and skill required to meet the individual needs of any kind of estate and will be able to identify the best way to proceed based on your circumstances.

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