Probate service

Dedicated, professional support with probate and tax issues at a time of bereavement.

SERVICE DETAILS

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

overview

Melon Accountants provides professional and practical probate services, advising executors and families on inheritance tax, estate management, and compliance with accuracy and care.

key benefits

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

who is this for?

* 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 (
propertybusinessoverseas assets)

DOCUMENTS REQUIRED

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

WHAT'S INCLUDED

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

TURNAROUND TIME

Basic estates: 2–4 weeks Complex estates: 4–10 weeks (depending on assets and tax)

Filing Deadline

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.

Compliance info

Our services comply with HMRC’s inheritance tax rules and UK probate laws. We operate under ICAEW guidelines for non-contentious probate work and collaborate with legal partners where needed.

PRICING NOTE

Price varies with size, complexity of estate, number of beneficiaries, and degree of law engagement.

Use Case Scenarios

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.

what we do