Beyond Compliance
Probate Accountants
Expert advice and support when you need it most
Managing an estate after a loss can be a difficult and stressful task. Our Probate Accountants are here to provide a personalised, worry free service that ensures your loved ones are taken care of, while avoiding costly tax liabilities.
Probate
How can we help?
Estate Administration
We work closely with executors to gather all the necessary information and manage the complete probate application process, including obtaining the Grant of Probate.
Acting as an Executor
If you prefer professional support, we can act as executors of the estate. Our expertise ensures that the estate is administered efficiently, and your family is supported throughout the process.
Inheritance Tax planning
Our Inheritance Tax advisers are on hand to help plan ahead, ensuring that the tax on the estate is minimised. This careful planning can significantly reduce the financial burden on your heirs.
Tax Planning and Trusts
We assist in setting up trusts and provide ongoing tax advice, ensuring that assets are passed down in a tax-efficient manner and that your family's wealth is protected.
Get in touch
Whether you need help with probate applications, estate administration, or Inheritance Tax planning, our dedicated team is here to assist. We understand the sensitive nature of these matters and are always available to address your concerns.
We’d be happy to arrange a free consultation—simply fill in the enquiry form or call us on the number below.
Call us
+44 (0)20 7299 1400Get in touch
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why choose us
Why Gerald Edelman?
At Gerald Edelman, we understand that probate can be a complex and emotionally taxing process. Our team is committed to guiding you through every step, ensuring the best possible outcome for you and your family.
Our expertise in Inheritance Tax and Wealth Management means we offer a service that not only eases the process but also provides significant value for money. We do not charge based on the size of the estate, we fix our costs based on the value and complexity of the work. This approach, combined with our long-standing relationships with clients, makes us the trusted choice for many when it comes to probate.
common questions
Frequently Asked Questions
Are there ways I can minimise inheritance tax?
The best ways to minimise Inheritance Tax include, making a will, staying below the inheritance tax threshold, putting assets into a trust and giving assets away that are free from Capital Gains tax. There are also a number of investments that individuals can make that can qualify for BPR, which can be fully exempt from IHT, whilst retaining ownership of the assets.
What are the benefits of managing wills and probate with an accountant, rather than a law firm?
In terms of cost, accountants are more likely to offer you fixed costs, while solicitors will often take a percentage of the estate.
How long does the probate process generally take?
On average, the process will take anywhere between three to six months.