Probate support for families and executors
When someone close to you passes away, dealing with their affairs can seem overwhelming. Paperwork, tax and legal matters all need attention, and it can feel like you have more questions than answers. At mgr, we already understand your financial affairs and can manage the probate process alongside them, reducing delays and avoiding duplication.
We offer a free initial probate consultation to discuss your circumstances and explain how we can help. We work with:
You can have the probate process managed for you
Dealing with an estate involves a number of financial, tax and administrative responsibilities at an already difficult time. We manage these requirements for you, keeping the process organised and ensuring clarity and transparency throughout.
Our probate services cover the key stages from valuing the estate and dealing with Inheritance Tax through to obtaining the Grant of Probate, administering the estate and distributing assets.
‘One relationship, with the support you need when your circumstances change.’
→ Probate applications
We manage the probate application process, including reviewing the will, preparing documentation and submitting the application to the Probate Registry.
→ Inheritance Tax reporting and HMRC correspondence
We value the estate, prepare the relevant Inheritance Tax reporting and manage communications with HMRC where required, while identifying available reliefs and ensuring the necessary information is provided.
→ Estate administration and distribution
We collect assets, settle liabilities and handle relevant tax returns. Where required, we can also assist with asset sales.
We then prepare estate accounts and distribute assets in accordance with the will or the intestacy rules, advising on tax and compliance implications as needed.
→ Obtaining the Grant of Probate
Where appropriate, we manage the application and obtain the Grant of Probate on your behalf, keeping you informed throughout the process.
→ You can understand what happens next
We begin by understanding the structure of the estate, including its assets, liabilities and any tax considerations. This allows the process to be managed in a structured and efficient way from the outset.
Where we already act as your accountants, we can integrate the probate work with your existing financial records, reducing duplication and helping to avoid delays. Here's what to expect:
- Valuing assets and managing Inheritance Tax
We prepare a detailed schedule of the deceased’s assets and liabilities and complete the Inheritance Tax return, claiming all available reliefs.
- Handling the probate application
We manage the probate application, including reviewing the will, preparing documentation, calculating the estate value and submitting all paperwork to the Probate Registry.
- Collecting assets and distributing the estate
We collect assets, settle liabilities and handle relevant tax returns. Where required, we can also assist with asset sales.
We then prepare estate accounts and distribute assets in accordance with the will or the intestacy rules, advising on tax and compliance implications as needed.
- Timeframe
The timeframe for obtaining a Grant of Probate depends on the complexity of the estate. The wider administration of an estate can take longer depending on the assets involved, tax matters and other circumstances.
Find the right specialist for your situation
Everything you need to know
→ Understanding our fees?
Fees typically start from £5,000 plus VAT and disbursements. Where estates involve multiple properties, business interests or more complex assets, fees are often £10,000 plus VAT and disbursements or more.
Our fees are generally based on time spent, although fixed fees can sometimes be agreed. We provide a cost estimate at the outset and will keep you informed if this changes. Charge-out rates and fee arrangements are discussed at the initial consultation.
→ Accreditation & Standards
mgr Probate Limited 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. Details of our probate accreditation can be viewed at ICAEW Reserved Legal Services under reference number C011004614.
The ICAEW’s Probate Regulations can be viewed at ICAEW regulations.
Details of our complaints procedure can be found here.
We are covered by the ICAEW’s Probate Compensation Scheme. In the unlikely event that we are unable to meet our liabilities to you, claims under this scheme must be submitted to the ICAEW within 12 months of becoming aware, or reasonably should have become aware, of the loss.
As outlined in our terms of business, we maintain professional indemnity insurance in accordance with ICAEW regulations.
→ ICAEW Probate Diversity Survey
We are committed to maintaining an inclusive working environment where individuals are not discriminated against on the basis of race, gender, age, disability, sexual orientation, religion or any other characteristic.
We aim to maintain a respectful and inclusive working environment where everyone has equal opportunity.
→ Quality of service
To help us provide you with the best possible service, it is important that you provide relevant records and information when requested, reply to correspondence promptly and otherwise comply with the terms of your engagement letter and terms of business.
If you would like to discuss how our service could be improved, or if you are dissatisfied with the service you are receiving, please contact Nick Muir.
We will investigate any complaint carefully and promptly and do all we reasonably can to resolve it. If you remain dissatisfied, you may refer the matter to our professional body, the ICAEW.
→ Can you deal with HMRC on our behalf?
Yes. We handle Inheritance Tax reporting and communications with HMRC as part of the probate and estate administration process.
→ What happens after probate is granted?
Once the appropriate grant has been issued, we can collect assets, settle liabilities, deal with outstanding tax matters, prepare estate accounts and support the distribution of assets to beneficiaries.
You can bring in the expertise you need
Probate and estate administration can involve wider tax and financial considerations. With mgr, you can access relevant expertise across private client tax, accounting and advisory services where your circumstances require it.
Everything you need to know
→ Understanding our fees?
Fees typically start from £5,000 plus VAT and disbursements. Where estates involve multiple properties, business interests or more complex assets, fees are often £10,000 plus VAT and disbursements or more.
Our fees are generally based on time spent, although fixed fees can sometimes be agreed. We provide a cost estimate at the outset and will keep you informed if this changes. Charge-out rates and fee arrangements are discussed at the initial consultation.
→ Accreditation & Standards
mgr Probate Limited 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. Details of our probate accreditation can be viewed at ICAEW Reserved Legal Services under reference number C011004614.
The ICAEW’s Probate Regulations can be viewed at ICAEW regulations.
Details of our complaints procedure can be found here.
We are covered by the ICAEW’s Probate Compensation Scheme. In the unlikely event that we are unable to meet our liabilities to you, claims under this scheme must be submitted to the ICAEW within 12 months of becoming aware, or reasonably should have become aware, of the loss.
As outlined in our terms of business, we maintain professional indemnity insurance in accordance with ICAEW regulations.
→ ICAEW Probate Diversity Survey
We are committed to maintaining an inclusive working environment where individuals are not discriminated against on the basis of race, gender, age, disability, sexual orientation, religion or any other characteristic.
We aim to maintain a respectful and inclusive working environment where everyone has equal opportunity.
→ Quality of service
To help us provide you with the best possible service, it is important that you provide relevant records and information when requested, reply to correspondence promptly and otherwise comply with the terms of your engagement letter and terms of business.
If you would like to discuss how our service could be improved, or if you are dissatisfied with the service you are receiving, please contact Nick Muir.
We will investigate any complaint carefully and promptly and do all we reasonably can to resolve it. If you remain dissatisfied, you may refer the matter to our professional body, the ICAEW.
→ Can you deal with HMRC on our behalf?
Yes. We handle Inheritance Tax reporting and communications with HMRC as part of the probate and estate administration process.
→ What happens after probate is granted?
Once the appropriate grant has been issued, we can collect assets, settle liabilities, deal with outstanding tax matters, prepare estate accounts and support the distribution of assets to beneficiaries.
You can bring in the expertise you need
Probate and estate administration can involve wider tax and financial considerations. With mgr, you can access relevant expertise across private client tax, accounting and advisory services where your circumstances require it.
One relationship.
The expertise behind it.
Ready to discuss your probate requirements?
Whether you are dealing with an estate, applying for probate or managing the administration of a loved one’s affairs, we will manage the process alongside you with diligence and sensitivity.
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