Support when you need it most
At Wilson Partners, we understand that dealing with the death of a loved one is never easy. Alongside the emotional impact, the responsibility of handling an Estate can feel overwhelming – especially if you’ve been named as an Executor or Personal Representative.
As trusted advisers to many of our clients throughout their working lives and into retirement, we’re well placed to support their families when the time comes. Our team includes specially qualified Probate professionals, and we work with sensitivity, efficiency, and a strong focus on clarity at every stage.
What is Probate?
Probate is the legal and administrative process of dealing with someone’s Estate after they’ve passed away. It includes:
- Proving the Will (if there is one)
- Valuing the Estate
- Reporting to HMRC and calculating any Inheritance Tax due
- Collecting in the assets and settling debts
- Distributing what remains to the Beneficiaries
While the term “Probate” refers specifically to the Grant of Probate (or letters of administration where there’s no Will), it’s commonly used to describe the full Estate administration process.
When is Probate required?
Probate is usually required if the deceased owned property or had assets above a certain value. Even when a Will is in place, banks and financial institutions may need to see a Grant of Probate before releasing funds.
We’ll help you assess what’s needed and guide you through the legal and tax requirements.
Key Questions to consider:
- Is there a valid Will?
- Who has been named as Executor (or who is entitled to apply)?
- What is the total value of the Estate?
- Are there outstanding debts?
- What taxes may be due – Inheritance Tax, Capital Gains Tax, or Income Tax?
How we help
We tailor our support to your situation – from one-off advice to full Estate administration. Our Probate services include:
- Valuing the Estate
- Preparing and submitting Inheritance Tax forms
- Applying for the Grant of Probate or Letters of Administration
- Completing final Tax Returns for the deceased
- Preparing Estate accounts and Tax Returns for the Estate
- Collecting and distributing Estate assets
- Acting as professional Executors and Trustees where required
Because we’re Accountants as well as Probate specialists, we bring joined-up advice across tax, financial, and legal considerations.
Why Wilson Partners?
- A personal and professional approach at a difficult time
- Authorised to carry out non-contentious Probate work by the ICAEW
- Seamless coordination of tax, Estate, and financial matters
- Regular communication and total transparency
- A clear fee structure with no surprises
We also work alongside your existing solicitor or legal team where needed – or can introduce trusted legal partners to help draft or review documents.
If you’ve been named as an Executor, are managing an Estate, or simply want to understand your next steps, we’re here to help. Get in touch for an initial conversation.
We’re proud to be licensed by the ICAEW to carry out Probate work. You can view our accreditation at icaew.com/probate under reference number C011006793 and access the relevant regulations at icaew.com/regulations.
CH Probate Services Ltd, registered in England & Wales under company number 16077813.
Talk to us today to find out more
Our people
It’s all about the people! We work hard to maintain our unique culture and recruit those who share our passion for client service, the value we can add to those around us and our never-ending quest to develop ourselves and our clients.
Sara Pedrotti
Sonia Munder
Sarah Clarke-Rae
Rachel Bowden
Louise Jones
Gordon McCaw
Ben Fiddes
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