Our team of expert probate accountants are equipped with the necessary tools and knowledge to assist you with everything from inheritance tax planning to administering your estate.
We understand that the probate process can be complex and emotional, which is why we take pride in handling everything with confidence and professionalism.
Rest assured that we are one of the best people to handle probate efficiently and in a timely manner.
Probate and Estate Administration Services
Research and assess the value of a deceased’s estate
Prepare inheritance tax accounts
Deal with income/capital gains tax liabilities
Gather assets and pay creditors
Advise beneficiaries/executors – ‘tax implications connected with selling assets’
Prepare tax returns for personal representatives
Provide final estate accounts
Fixed Probate Fees
We offer 4 different packages to suit your needs with a starting fee of £1,950.
We are happy to visit you in your home during this difficult time and have offices across South West Wales.
We are based in Carmarthen, Cross Hands near Swansea, Haverfordwest, Tenby, Lampeter and Aberaeron.