Estate Planning & Probate Services

All that we do in our lives is to better those of our loved ones. We do that until our last days, which is why we draw up wills and plan who gets what once we’re gone. But your estate – the money, assets and property you own – might face a hefty tax, which your successors will have to pay. Not only does that leave them with less than you planned, but it places a significant financial burden on them at the worst possible time.

With HSKSG, you can draw up an effective estate plan that minimises the inheritance tax that might be payable on it. In our experience, starting early works best, as certain gifts are not liable for any inheritance tax, as long as they are not made within the final seven years of your life. Making these could bring the value of your estate below the threshold for inheritance tax, saving your loved ones a large tax bill. We’ll also introduce you to trusts, which have proven essential tools for our more ambitious clients.

If you are looking for probate services in the East Midlands, you need look no further than HSKSG, which is one of the very few accountancy firms in the region to which ICAEW has given authority to provide probate services. This video from the ICAEW explains the benefits of using your accountant for probate. We also offer an attentive and stress-free will writing service.

Probate involves us proving a will is valid and confirming who has the authority to distribute the estate in question among its beneficiaries. On average, probate takes six months in England, depending on the complexity of the estate, such as the tax implications involved if there is property to sell.

Rather than charging a fixed percentage of the estate value, our probate fees are calculated on a time spent basis, with an estimate of the fee given upfront, which reflects the complexity of your affairs.

For further information on our estate planning and probate services, please contact Anshu Mehan, a member of the Society of Trust and Estate Practitioners.

An example of our schedule of probate services can be found here.

Our standard terms of business can be found here.

Diversity Data 2023


Meet our experts

Anshu Mehan - Tax accountant Derby

Anshu Mehan FCA CTA TEP

Director - Taxation Services


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