Taking a holistic approach to probate

Dealing with the estate of a loved one can be a daunting experience. Obtaining probate is an important part of that, but is only one of a number of key aspects that need to be dealt with.

Our experience is that the probate application needs to go hand in hand with the estate valuation, inheritance tax reporting, income tax reporting, inheritance tax planning for the estate and tax and financial planning for the beneficiaries. It is important that all of these aspects are joined up so that the whole process can be as painless and cost effective as possible whilst ensuring the best outcome for the family.