Probate

We can be appointed to act on behalf of the legal personal representatives and also be appointed as a professional executor...

What is probate?

Probate is the legal process of dealing with the estate of someone who has died. This generally means clearing their debts and distributing their assets in accordance with their will (or rules of intestacy where no will has been left).

The people responsible for this process are known as the personal representatives. There are two types of personal representative, an ‘executor’ who is appointed in the will or an ‘administrator’ where there is no executor named in the will and if there is no will.

How can we help?

Jamieson Alexander Audit is authorised by ICAEW to provide non-contentious probate services. This means that we can be appointed to act on behalf of the legal personal representatives and also be appointed as a professional executor.

Our services include the following:

  • Applying for the grant of probate
  • Collecting in assets and getting them valued
  • Settling debts
  • Calculating inheritance tax due on the estate
  • Distributing funds to the beneficiaries
  • We can also help with Inheritance Tax Planning so please call us today for a no obligation free initial consultation.

Our fees

We do not charge on a percentage basis based on the value of the estate, but on a fixed fee basis according to the work you wish us to undertake. Following an initial conversation with you, we will provide a fixed fee quote for the work as required. The fee will typically range between £1,500 plus VAT and £10,000 plus VAT depending on the complexity of the estate and the level of support required.

For more information please contact:

Claire Rylatt FCA

E: claire@jamiesonalexander.tax

About our team

As a member firm of the Institute of Chartered Accountants in England and Wales, technical excellence is in our DNA.

Learn more

Midlands Office
Unit B2, The Point, Weaver Road, Lincoln, Lincolnshire LN6 3QN
Southern Office
Cornerways House, School Lane, Ringwood, Hampshire BH24 1LG
London Office
Temple Chambers, 3-7 Temple Avenue, London EC4Y 0DB

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STS Advisory is a trading style of Jamieson Alexander Audit Limited.
Registered in England - Number 11130433 | Registered Office: Temple Chambers, 3-7 Temple Avenue, London EC4Y 0DB
Registered to carry on audit work in the UK; regulated for a range of investment business activities; and authorised to carry out the reserved legal activity of non-contentious probate in England and Wales by the Institute of Chartered Accountants in England and Wales.
(firm reference: C006030683)

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