When you are grieving it can seem far too difficult to deal with tax and applying for probate (the process of dealing with the instructions left in a will).
Alliotts partner Delia Orme, and tax manager Jane Thackstone, are qualified to advise you on the whole process. This is as a result of changes to regulations for legal work allowing specially qualified accountants to do this work.
As most of the information needed is a financial exercise (and we as accountants are experienced in gathering financial information, producing valuations, IHT calculations and related tax returns), undertaking probate work is a perfect fit for us.
Apart from her technical expertise, Delia has years of experience in dealing with sensitive matters at difficult times and is able to provide that objective point of view and welcome voice of reason, when things may appear far too complicated, particularly where there may be tricky relationships involved.
Delia offers a flexible service, either taking on the whole probate process on your behalf, or providing essential support and advice to you as and when needed, should you choose to apply for probate yourself.
Throughout the probate process we guarantee that
Delia offers a full range of services to support you though the whole probate process, alternatively you may decide that you need support and assistance at specific times.
We can assist you in the following areas:
Transparent fee structure
Before our engagement is confirmed we will set out our fixed fee for obtaining Grant of Probate including Probate Registry charges. We also indicate the basis of charges for the administration of the estate.
Click here to view the ICAEW register of accredited probate firms. Please note that all probate work is undertaken from our Guildford office.