Full probate service, including applying for a grant and the administration of the estate

We will apply for the grant by completing the probate application form and the relevant inheritance tax form*. We will also take responsibility for the collection of any assets, the payment of any liabilities and inheritance tax due and finally distributing the assets for the estate.

Hollands Accountancy, Hollands Probate, Accountancy, tax, business advice and probate services in Monmouth and Newport, Monmouth tax services, Newport tax service, Monmouth accountants, Newport accountants

*We will determine the relevant tax form based on the value and content of the estate.

What will we do: –

  • Phil or Kate Barry will take full responsibility for all work undertaken on your behalf.
  • Identify the legally appointed executors or administrators and beneficiaries
  • Identify the type of probate application you will need
  • Identify the assets and liabilities of the estate
  • Obtain the relevant documents required to make the probate application
  • Complete the probate application and relevant IHT forms
  • Prepare the probate forms for you to sign
  • Complete the Legal Statement
  • Apply to Probate Registry for the grant
  • Receive the Grant of Probate and send to you
  • Arrange for the payment of any inheritance tax
  • Collect the estate assets
  • Pay all known debts and liabilities of the estate
  • Pay legacies
  • Ensure all income tax matters are settled with HMRC
  • Prepare estate accounts
  • Distribute the residuary estate