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Estate Planning & Probate Services

Did you know that HSKSG are one of the few accountancy firms in the East Midlands authorised by the ICAEW to provide probate services?  To complement this, we can also offer a Will writing service. This enables us to deal with all aspects of your estate duty and IHT planning.

As trusted professional advisors, there are many reasons why you should choose us to carry out this service for you compared to say, a solicitor, for example.

For existing clients, our knowledge and understanding of your business and financial affairs puts us in an excellent position to advise you on the most tax-efficient way of planning your estate.  It also helps ensure that your Will is correctly drawn up in accordance with your wishes and requirements.

When the time comes, we will already have all the financial information to accurately and quickly prepare all the necessary paperwork to apply for probate on your family’s behalf. It is likely that we will have also built up a rapport with your close family, an advantage at what undoubtedly tends to be a difficult time.

Even if you are not an existing client, we can use our experience of gathering and understanding financial information and our tax planning expertise to give you peace of mind that your exact wishes will be carried out.

This video from the ICAEW explains the benefits of using your accountant for probate.

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 more information on our fees for probate services, click here.

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 2021


Meet our experts

Anshu Mehan

Anshu Mehan FCA CTA TEP

Director - Taxation Services


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