UHY Ross Brooke Chartered Accountants

Probate, Wills and Lasting power of attorney

Probate and Estate Administration

We can help you with the estate administration if you have been appointed executor in a Will. This process can often seem straight forward but often it’s lengthy with many steps which have to be taken in the correct order. We can work with you to understand all the assets of the estate and prepare the inheritance tax forms. We can apply for the Grant of Probate on your behalf which then will give the executors the control of the assets. After probate has been granted we can collect in the assets on your behalf and then distribute according to the Will. We can guide you through the process and you can choose how much of the process you wish us to do.

Wills

A Will takes away the worry of what happens to your property and possessions and ensures your wishes are granted after your death. A Will can also make sure you don’t pay more Inheritance Tax than you need to. If you have children under the age of 18 it’s a good time to have a Will put into place to give you piece of mind that you know who their guardians will be. We can work with you to ensure everything is covered, just as you would wish.

Find out more about our probate services at our Abingdon office.

Lasting Power of Attorney (LPA)

There are two types of Lasting Power of Attorney – Property and Financial Affairs, and Heath and Welfare. You can choose to complete one or both.

Whatever your age, if something unexpected happened and you were unable to make your own decisions this would ensure the people you trust were able to make decisions for you.

Next steps

Find out more about probate and estate administration

For more details about our range of probate services, please get in touch through the form or download our Probate services brochure.

Meet our probate specialists in Abingdon

We are highly experienced and licensed probate practitioners, licensed by the Institute of Chartered Accountants in England and Wales (ICAEW), a licensing body for probate.

As full members of STEP (Society of Trust and Estate Practitioners) our services include probate activities, will writing, estate planning, applications for grants of probate, the administration of estates and the administration of trusts. We can advise on and minimise tax liability on Inheritance Tax and taxes related to trusts and estates.

We have the experience to ensure that the management of the estate will be handled professionally and sensitively. To find out how we can help you, please fill in the form below to contact one of our probate advisors in Abingdon.

Our probate specialists are based in Abingdon, Oxfordshire, and we have 4 offices across Berkshire, Oxfordshire and Wiltshire, and look after probate, estate, trust and tax clients from all across the UK.

Probate regulatory information

Contact us about probate and estate administration

Ken (Probate)

I doubt if anyone else could achieve such a speedy and satisfactory conclusion.

I was not expecting the Grant of Probate for another few months. I greatly appreciate your advice and the priority you have given me in this matter.

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What our clients say

If we did not convince you, maybe some testimonials from our customers will!

Thank you so much. I was not expecting this [Grant of Probate] for another few months. I greatly appreciate your advice and the priority you have given me in this matter. I doubt if anyone else could achieve such a speedy and satisfactory conclusion.

Ken (Probate)

Rated 5 out of 5

Hoping not to have to need you for this again quite so soon but we will definitely make you our first call.

I’ve also been recommending you.

Mandy (Probate)

Rated 5 out of 5

You’ve been absolutely amazing during this entire process. Brian and I can’t thank you enough for your professionalism, sensitivity, patience and efficiency.

You have made a very difficult time so much less stressful than it could have been. I hope the powers that be know how awesome you are.

Karen (Probate)

Rated 5 out of 5

Talk to us

Newbury: 01635 555666
Abingdon: 01235 251252
Swindon: 01793 610008