Wills and Probate

Members of the Institute of Chartered Accountants for England and Wales (ICAEW), can now apply to provide probate services and also create new, integrated businesses that bring together accountants with solicitors and other professionals to offer consumers a broader range of legal services.

Through our sister company, Next Generation Planning Ltd, we have become the first firm of Chartered Accountants in Nottinghamshire to be licensed by ICAEW to carry out probate work and one of only a handful throughout England and Wales.

Following the appointment of our own in-house solicitor, our clients will benefit from a more cost-effective service because all the aspects of writing a Will, probate and inheritance tax can now be handled by us. This helps to ensure a quicker and smoother service from professionals since we will already know all the relevant details and requirements of the client.

As well as lifetime inheritance tax planning, which we already offer, we can now ensure that this planning is properly reflected in our clients’ Wills and make any changes needed when their circumstances change.

In addition, at the very difficult time of the death of a family member, we can take the pressure off a family by administering the estate and applying for probate and they can be confident knowing that we already have a detailed knowledge of the family’s affairs.

Please contact us today to find out more.

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