Probate and Trust Services

We offer a probate service to make sure the estate is handled with minimum fuss and maximum benefit for the beneficiaries.

Our in house Inheritance Tax (IHT) specialists provide expert advice to make sure the IHT tax return is completed in the most tax advantageous way for the beneficiaries of the estate.

Fees are charged on a pre-agreed hourly rate rather than as a proportion of the value of the estate, where preferred.

We have considerable in house experience in dealing with the preparation of trust accounts and trust tax returns to keep trustees on the right side of HMRC and beneficiaries.

"USING CHARNWOOD ACCOUNTANTS FOR DEALING WITH THE ESTATE MEANT THAT THE STRESS AND ANXIETY OF THE WHOLE EPISODE WAS MINIMISED. AS BENEFICIARIES WE KNEW WE COULD RELY ON THEIR PROFESSIONALISM AND EXPERTISE’"

(Personal tax client from Leicestershire)