Wills & probate services
It is a difficult topic. Don’t put it off. Let us help you sort it.
If we’ve been your accountants and advisors, no one will be better placed to understand the complexities of your financial life than we are.
We can write your will, guide you on passing on your wealth tax effectively, and ensure that your wishes are carried out. And if you’re not a client, we can still help.
Safeguarding and passing on your wealth using tax effective Inheritance Tax Planning, Trusts & Estates planning has long been part of our service, but we are also one of the few accountancy firms licenced by the ICAEW to carry out probate work. So we can not only write Wills and administer estates, we can also apply for Probate. Importantly, we can continue to support our clients and their families through the most difficult of times.
Bates Weston Probate LLP is a Limited Liability Partnership. Registered in England and Wales OC429514. Registered Office: The Mills,Canal Street, Derby DE1 2RJ. A full list of members can be found at the office. Bates Weston Probate LLP 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. All firms accredited by the ICAEW for probate services are required to collect, report and publish diversity data about their employees. View data.
Richard Coombs, Tax partner suggests using the enforced time at home to clear your financial “to do” list; includes ISA’s, wills & Business Property Relief.
Bates Weston’s Tax team take a critical view of the Inheritance Tax reforms proposed by the All Party Parliamentary Group (APPG). The suggested reforms to the current Inheritance Tax regime are proposals, not yet policy, and will be heavily lobbied against.
Inheritance Tax planning after death is both possible and effective using a deed of variation to a will within 2 years of date of death
Accumulating, preserving and passing on family...
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