Our Probate Valuation Services

A crucial initial step in the probate process is valuing the estate. With a thorough understanding of inheritance tax regulations and probate laws, our specialists can guide you through the process, to ensure the correct figures are declared to the authorities and the correct tax is paid to HMRC. Our experienced and dedicated team of tax accountancy professionals can expertly navigate the complexities of estate administration to ensure all the required forms are submitted at the appropriate time.

Dealing with the estate of a loved one can be a challenging and emotional experience. That’s why we pride ourselves on offering compassionate and efficient support to help you manage the financial aspects of probate. Operating from our Chichester Head Office, we serve clients throughout the South Downs and Hampshire areas. So, whether you’re in Midhurst, Whiteley, Portsmouth or Southampton, you needn’t struggle alone. Our trusted services can guide you through this sensitive process and give you peace of mind knowing that we’re in this with you!

Making sense of it all…

Where to start…

We know that the world of probate valuation can seem daunting, filled with legal jargon and intricate financial details. So, we’re dedicated to making sense of it all for you. Our comprehensive Probate and Estate Administration Guide  breaks down the essentials and demystifies the terminology and processes you’re likely to encounter during this journey. So, if you don’t know where to begin with probate valuation, this is a good place to start!

Costs and Timing…

We understand that concerns about cost and timeframes are natural when it comes to probate valuation. As such, we believe transparency is key. Rest assured, you can trust that we’ll always be upfront about any costs and timeframes, ensuring you know what to expect at every stage of the process. Our Probate Guide is a testament to this commitment, offering valuable insights into the timescales, pricing, and services you can anticipate when working with our expert team.

How can we help?

Dealing with the legal and financial aspects of a loved one’s estate can be overwhelming during a time of grief. Our compassionate team understands the stress and emotional toll this process can take on you, which is why we strive to alleviate as much of the burden as possible while keeping you in control. You may think that only solicitors and bankers can handle probate, but trained Chartered Accountancy firms like ours can also assist you with this.

Our team is fully trained, qualified, and experienced to manage the probate valuation and estate administration process on your behalf. We offer clear and concise guidance on estate planning, inheritance tax planning, trusts, executorships, and probate valuation. So, whether you’re feeling stuck, confused, or just need some extra help, we’ll be happy to see how we can help.   Contact our Expert Probate Valuation Team at 01243 782 423, or email us at [email protected]