Until recently only solicitors have been able to legally manage someone's estate after their death.
Today, accountants have the legal authority to offer probate services as well.
The good news is Tiffin Green, accountants in Brentwood, is offering probate services. Two directors of Tiffin Green Limited, Paula Haden & Steve Mitchell are licenced with the Chartered Institute in England & Wales (ICAEW) to deal with uncontested wills; note, contested wills must still be handled by a solicitor.
Here we consider the advantages of turning to your accountant to administer your estate on death.
- In depth knowledge of your financial affairs
- A trusted, working relationship is already in place
- Awareness of personal preferences and wishes
- Full compliance with ICAEWs code of Ethics
Learn more about how Tiffin Green deals with Probate Services
As your accountant we will already have an in depth knowledge of your financial affairs and if you have a business, we will be familiar with its position and any plans you have for succession. It is also likely that Tiffin Green is dealing with a wide range of your personal financial matters, which may include estate and tax planning as well as trust management.
Dealing with probate on death is a natural extension of our accountancy and tax services; as we will have the underlying information about your financial affairs readily available.
As with many professionals, accountants develop close client relationships as they deal with annual compliance and business advisory matters for clients. A strong, trustful relationship would have developed with an accumulation of knowledge which comprises not only a client's financial affairs but often their personal wishes and preferences.
Accountants are therefore well placed to translate all of these facts and wishes into dealing with probate with relative ease and cost efficiencies.
Please call 01277 224422 to speak with Paula or Steve about probate services or submit an enquiry form through Contact Us.
Accountants licenced to undertake probate work are required to comply with the Probate Regulations, to ensure the firm and authorised employees provide a high quality service and comply with the ICAEW's code of ethics.