What is probate?
When someone dies, the executors or personal representatives take on the role of collecting the deceased’s assets, paying their liabilities, and distributing the estate according to their wishes set out in the will. This can be an emotional time, as executors are often close family members who are still coming to terms with the loss of a loved one.
For many people, the role of executor may only arise once or twice in their lifetime and so taking good, professional advice is required to ensure that the administration runs smoothly and efficiently, for all concerned.
The probate team at haysmacintyre aims to provide simple and clear advice to ease the administrative burden following your bereavement.
Haysmacintyre LLP is licensed by the Institute of Chartered Accountants in England & Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.
Our probate service
In addition to our services in obtaining the grant of probate, other services that the executors might require could include:
- Calculating the deceased’s tax position prior to death
- Company, partnership, or business valuations
- Valuation of any properties owned by the deceased
- Dealing with agricultural or business property relief claims
- The future administration of trusts created via the will
- Tax arising during the estate administration period (e.g. on rental properties owned by the estate prior to the distribution to beneficiaries)
- Planning advice to family members following the receipt of their inheritance
The services above are not included within any of our fees quoted to you but we can provide a fee estimate on request.
Additional services
In addition to guiding you through the probate application process, we can also assist with:
- Lifetime estate and Inheritance Tax (IHT) planning
- Trust administration
- Personal tax compliance
- Tax planning involving income and Capital Gains Tax
You can find more details on our Private Client services here and IHT here.
Further information
We want to provide you with the best possible service. However, if there are circumstances where you are not happy with us, you should contact us immediately and we will do our best to resolve it as quickly as possible.
Complaints![Reveal](https://haysmacintyre.com/wp-content/themes/HaysMac/images/accordion-arrow.svg)
Our Head of Legal Practice, Mark Pattenden, is responsible for the overall quality of our probate & estate administration service.
If you would like to make a formal complaint, we would ask that you email complaints@haysmacintyre.com.
Our probate services are defined as a legal service by the ICAEW, therefore, if we cannot resolve the problem to your satisfaction, you have the right to have your complaint reviewed independently by the Legal Ombudsman.
Before they can accept and investigate your complaint, the Legal Ombudsman will expect you to have tried to resolve your complaint with us first. If you have, and are not satisfied with the outcome, then the Legal Ombudsman can investigate further, providing your complaint is:
- Within six months of receiving a final response to your complaint; and
- No more than one year from the date of the act/omission that gave rise to the complaint; or
- No more than one year from when you should reasonably have known there was cause for complaint.
If you would like more details, you can use the contact details below:
- Post: Legal Ombudsman, PO Box 6806, Wolverhampton, WV1 9WJ
- Telephone: 0300 555 0333
- Email: enquiries@legalombudsman.org.uk
Probate Compensation Scheme ![Reveal](https://haysmacintyre.com/wp-content/themes/HaysMac/images/accordion-arrow.svg)
In the unlikely event that we cannot meet any obligation to you, you may be able to seek a grant from the ICAEW’s Probate Compensation Scheme. Generally, applications for a grant must be made to the ICAEW within 12 months of the time you become aware, or reasonably ought to have become aware, of any loss. Further information about the scheme and the circumstances in which grants may be made is available on the ICAEW’s website at http://www.icaew.com/probate.
Reserved Legal Services![Reveal](https://haysmacintyre.com/wp-content/themes/HaysMac/images/accordion-arrow.svg)
Probate services
Haysmacintyre LLP is licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.
Details of our probate accreditation can be viewed at www.icaew.com/probate under the reference number C006489278.
The probate regulations can be accessed at http://icaew.com/regulations.
Their reassuring and professional approach helped make it easy for us at a difficult time. They explained the process in simple terms and helped us understand what we as executors needed to do at every stage.
Executor of family will
Insights
See all of our latest news related to Inheritance Tax