* Transparency of probate and inheritance tax
* Accurate valuations and tax workings to estates
* Support with HMRC and reporting on estates
* Reduce risk of error or penalty
* Compassionate, professional advice at trying times
* Transparency of probate and inheritance tax
* Accurate valuations and tax workings to estates
* Support with HMRC and reporting on estates
* Reduce risk of error or penalty
* Compassionate, professional advice at trying times
* Executors or administrators of a UK estate
* Families navigating probate after the death of a relative
* Beneficiaries requiring tax certainty or assistance
* Solicitors needing accountancy services within probate affair
* Individuals with complex estates (property, business, overseas assets)
Death certificate
Will (if available)
List of assets and liabilities
Bank and investment statements
Property details and valuations
Gift history (within 7 years of death
Estate review and asset valuation support
Inheritance Tax (IHT) calculations and filing (IHT205 / IHT400)
Preparation of financial statements for probate
HMRC liaison and submission of required forms
Ongoing tax and estate administration advice
Inheritance Tax due: 6 months from date of death Probate application timelines vary by case We help ensure timely compliance and avoid interest or penalties.
Explore examples of how we’ve made tax returns simpler and more accurate.
✅ HMRC Questions During Probate Filing
A client received a notice of compliance upon submission of inheritance tax returns. We reviewed the submission, prepared supporting documentation, and resolved the matter with HMRC directly — preventing probate approval delays.
✅ Executor Managing Estate for the First Time
A London client was named executor in a family will but knew nothing about probate. We helped them with inheritance tax returns, estate valuation, and HMRC reporting — completing the process efficiently with minimal hassle.
* Reduce tax burden when buying or selling companies
* Structure and plan transactions with effectiveness
* Identify financial threats and opportunities
* Comply with HMRC and Companies Act requirements
* Support with UK and cross-border deals
* Complete control of pension investment policy
* Contribute tax-deductibly as a company director
* Borrow money back from your company (loanback facility)
* Invest in commercial property or equities
* Leave pension wealth tax-free to dependents
* Avoid high fees paid to large pension providers
* Transparency of probate and inheritance tax
* Accurate valuations and tax workings to estates
* Support with HMRC and reporting on estates
* Reduce risk of error or penalty
* Compassionate, professional advice at trying times
* Tax-effective reorganisation proposals
* Help with mergers, demergers and reorganisations of groups
* Minimising risk, cost, and disruption
* Companies House and HMRC compliance
* Expert advice on shareholder or ownership change
* Strategic guidance on fund raising or business exit
* Guidance on mergers, acquisitions, or business sale
* Optimize value through best tax and deal structuring
* Projections, financial modelling, and investor preparation
* Confidential and professional service from the start
* Detect fraud, misstatements, and financial irregularities
* Deliver succinct, precise forensic reports
* Litigation support, HMRC case work, and audit support
* Assisting with professional, experienced discretion
* Protect your business from financial loss