Our range of specialist probate and estate administration services
For most people the administration of an estate is a once or twice in a lifetime event. It is unfortunate that this burden arises at the emotionally difficult time following the loss of a loved one.
We are regulated by the Institute of Chartered Accountants in England and Wales to provide non-contentious probate services at our Abingdon office.
Our team offer an end to end probate service that fits perfectly with our other activities, giving you and members of your family access to a complete suite of private client services, encompassing:
- Lifetime inheritance tax and succession planning
- Wider lifetime tax planning services including income and capital gains tax
- Trust services, advising on the creation, management, use and closure of trusts
- Tax compliance and reporting assistance
- As well as our probate and estate administration services.
UHY Ross Brooke have managed the financial affairs of many individuals and families over the years. As such we understand that dealing with probate is a sensitive issue. We are keen to support you during this difficult time and take away the stress of handling a loved one’s financial affairs.
Our probate specialists in Abingdon, Oxfordshire offer a range of probate services. How much control you want to keep over probate is up to you, so we offer a choice.
Our Services for Probate and Estate administration:
- Obtaining a grant of probate
- Preparing all Inheritance Tax forms
- Collating the deceased’s assets and paying taxes and other liabilities
- Distributing the estate’s assets to the people entitled to it according to the deceased’s will, including appropriation, or to the Intestacy Rules
- Advice on Deed of Variation, which should be done within two years of date of death
- Registration of estate with HM Revenue & Customs (HMRC) for complex estates
- Preparation of estate accounts
- Completion of estate tax returns for during the administration period including forms R185 or Informal Arrangements for simple estates
- Estate CGT 60 Day reporting on the disposal of UK residential property
- Settling the income tax position of the deceased’s final tax return to date of death
- Self-Assessment tax returns for beneficiaries receiving estate income
- We can deal with HM Revenue & Customs on Executors’ behalf
- Support and advice for Executors
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.
