Maxwells Chartered Accountants

PROBATE

Probate

Maxwells 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, a licence held since 1 October 2015.

Full estate administration service

Maxwells can manage the entire probate process or simply support and advise on a personal application. Services include working with executors on legal responsibilities, handling taxation to the date of death, collecting details of assets and liabilities, completing inheritance tax accounts and forms, claiming IHT reliefs and exemptions, applying for the grant of probate, dealing with capital gains and income tax liabilities of the estate, preparing estate accounts, distributing assets to beneficiaries and advising on deeds of variation within two years of death. Debbie Villis BA FCA CTA and Jon Shorney BA FCA lead the probate service.

Get in touch about probate

No fee for a first conversation — either of our offices.

Get in touch