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Probate services

A suitably qualified tax advisor like RJP can provide a full probate service and help you by preparing the necessary inheritance tax returns and calculations, plus obtain the Grant of Probate.

By administering the complex inheritance tax and probate paperwork on your behalf, the entire procedure can be dealt with by one professional. Apart from making things easier for you, it means a notoriously long-winded process can be completed more quickly, which also saves costs.

RJP LLP is licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales. We offer a full probate service for clients, which includes:

  • Preparing estate accounts;
  • Calculating tax position to the date of death and for the period of administration of the estate;
  • Completing inheritance tax calculations and submitting inheritance tax returns;
  • Agreeing inheritance tax liability with HMRC;
  • Obtaining Grant of Probate;
  • Distributing estate assets.

Combined probate and inheritance tax planning

RJP also offers a combined probate and inheritance tax planning service if you are in the unfortunate position of having to conclude the financial administration associated with a loved one who did not leave a will or conduct inheritance tax planning, the same situation should not arise again. Our service is designed to let you swiftly complete probate and put measures in place to minimise the amount of inheritance tax your family will be liable to pay.

Our tax experts are always considerate and will support you as much as possible during an already difficult time. We can assist with the following:

  • Assisting and supporting you through the probate application process
  • Obtaining Grant of Probate
  • Completing inheritance tax forms and submission as necessary
  • Agreeing inheritance tax liability with the HMRC
  • Calculating the distributable asset position
  • Assistance in collecting and distributing the net assets in accordance with the will

31 December 2020 - Review disposals of chargeable assets to avoid a possible CGT increase

Capital gains tax is due to be reviewed by the government and if a CGT rise is announced, the new rates may become effective from the next tax year on 6 April 2021. Take advice now if you are thinking of selling property or have other assets giving rise to a capital gains tax liability.