Expert guidance through the complexities
of probate proceedings

01

Initial consultation

A thorough consultation is carried out to understand your needs.

02

Plan, processes and timeline

To ensure that each stage is clear, we will set out and agree upon a timeline for the tasks that need to be completed.

03

Estate valuation

Present the estate assets and liabilities to HMRC to minimise further questions.

Use our in-house valuations team to provide valuations on business assets and shareholdings.

​

Working with surveyors and auctioneers to ensure the valuations are robust and would stand scrutiny.
 

04

Tax planning 
and compliance

In order to reduce liabilities, our specialists will handle all tax filings and make sure all tax reliefs are applied appropriately.

​

05

Asset distribution

To ensure a seamless process, our team will advise on the distribution of assets according to the Will or intestacy laws.

06

Ongoing support

Throughout the probate process, we offer continuous support and updates, keeping you informed and at ease.

Powered by Ceros