Probate Matters and Advice
Probate is a greatly misunderstood subject and causes some confusion when someone passes away. It can be a complex area and it can also be relatively straightforward.
The main thing to understand is that a Grant of Probate is only a requirement if a financial institution requests it after the death of someone.
In a way it is an official “proving of the Will” by HM Courts & Tribunals.
You will generally find that anyone who has Assets over a certain amount in their Estate on their death will have their personal representatives also known as the Executives having to apply for a Grant of Probate before these financial institutions will release any money due.
Often the confusion is caused because bank A may request a Grant with savings of say £20,000 however bank B are happy to release funds of say £25,000 without the need for a Grant.
Executors have a choice to complete Probate themselves or they can choose professionals to complete the task.
Grant Applications and Inheritance Tax
We offer a highly competitive alternative to most providers by offering the choice of a full service and working the Grant application from start to finish and advise and take care of any inheritance tax issues.
Alternatively we can provide help and support in just part of the work to be undertaken and work alongside the appointed Executors therefore reducing the costs.
Either way will be totally transparent with costs and offer highly competitive packages to help in this often difficult area.
We are also able to work with our other partners should we have a larger and much more complex case, which helps save time and money in providing a solution.
Please contact us to discuss any issue with Probate matters we are here to help advise and solve any problems that may arise.
- Why Choose Us?
We are qualified to give you the best advice and service, we also offer a free no-obligation discussion – at at time and place to suit you.
We focus on you, the individual, by listening and establishing what it is you would like to achieve and then providing you with the right solution.
We have ELITE PROstatus on Bark and have been recognised for our good services.