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Probate.

Our team of expert probate accountants are equipped with the necessary tools and knowledge to assist you with everything from inheritance tax planning to administering your estate.

 

We understand that the probate process can be complex and emotional, which is why we take pride in handling everything with confidence and professionalism.

 

Rest assured that we are one of the best people to handle probate efficiently and in a timely manner.

 

Probate and Estate Administration Services

  • Research and assess the value of a deceased’s estate

  • Prepare inheritance tax accounts

  • Deal with income/capital gains tax liabilities

  • Gather assets and pay creditors

  • Advise beneficiaries/executors – ‘tax implications connected with selling assets’

  • Prepare tax returns for personal representatives

  • Provide final estate accounts

 

Fixed Probate Fees

We offer 4 different packages to suit your needs with a starting fee of £1,950. 

See All Our Fees Here

 

We are happy to visit you in your home during this difficult time and have offices across South West Wales. 

 

We are based in Carmarthen, Cross Hands near Swansea, Haverfordwest, Tenby, Lampeter and Aberaeron.

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