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Our Probate Services

When somebody dies it is difficult to know where to turn when considering the probate application and the administration of the estate.

Traditionally, you may have only ever considered using a solicitor for this type of engagement but with recent changes in legislation this is no longer necessary. We are pleased to inform you that our accountancy practice is now licensed to carry out probate services.

But why use us? We are a well established firm who have an accumulation of in-depth knowledge in relation to family, business and personal taxation matters. We offer a service that is personalised to meet your individual needs and our fees are raised on a bespoke basis, rather than on a percentage or set fee account.

Our trained probate team includes a number of partners and staff with many years experience who can provide help at this challenging time. We can provide a sensitive, efficient and practical service including:

  • Applying to the Probate Registry
  • Valuing the assets
  • Completing the relevant tax forms
  • Obtaining the Grant of Representation
  • Corresponding with H.M. Revenue & Customs in relation to Inheritance Tax and Capital Gains Tax
  • Transferring or distributing the assets and settling estate liabilities
  • Winding up the estate
  • Setting up any Trusts
  • Preparing estate accounts

Your needs will be unique, and we believe that this is a time for a professional service. Contact one of our probate team to find out how we can help you.

Clay Ratnage Strevens & Hills are 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. Details of our probate accreditation can be viewed at icaew.com/probate under reference number C005315682.

As an ICAEW registered firm for the provision of probate services, we are obliged to publish diversity information in respect of our employees in accordance with the ICAEW Diversity Data Collection Strategy. 

A summary of the information from our most recent ICAEW Survey (March 2017) can be found here. The information published is a higher level overview of information collected and it does not include all information. In particular, information in respect of faith and ethnicity has been omitted with a view to protecting individual personal information. Further information on the ICAEW’s Diversity Data Collection Strategy can be found on their website.

Wickford Accountants Office

Clay Ratnage Strevens & Hills
Construction House
Runwell Road
Wickford
Essex
SS11 7HQ
 

Phone: 01268 735363

Fax: 01268 560537

 

Romford Accountants Office

Clay Ratnage Daffin & Company
Suite D, The Business Centre
Faringdon Avenue
Romford
Essex
RM3 8EN
 

Phone: 01708 349095

Fax :01708 371039

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We provide support to local family businesses in Wickford, Basildon, Romford, Brentwood, Billericay, Upminster and the surrounding areas.