We understand that the application and the process of probate is an emotional and difficult time for individuals and family members who have lost a loved one; we recognise this and prioritise dealing with the individuals concerned in a sensitive manner.

Sowerbutts & Co Limited is authorised by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal service of non-contentious probate in England and Wales. 

The area of probate and estate administration complements our other existing services that we already offer as a firm of Chartered Accountants to our Clients. We can help to ease the burden particularly when the deceased was a Client of ours, as we will have much of the financial and tax information to hand and are likely to know the next of kin. This can help to simplify the process of probate considerably and keep the costs reasonable and competitive. These services include:

  • Personal and business tax planning, including inheritance tax;
  • Personal accounting;
  • Trusts and estate planning;
  • Trusts and Executorships;
  • Financial planning and wealth management;
  • Self-Assessment;
  • Retirement strategies.

Essentially probate and estate administration is the financial and legal process which happens after someone has died. The objective is to ensure that all the relevant taxes are collected and the remaining assets from the estate are distributed appropriately to the relevant beneficiaries.

We can provide help in the following ways:

  • Obtaining a Grant of Probate;
  • Identifying the assets and liabilities of the Estate;
  • Valuing the assets of the Estate;
  • Completing the forms PA1 and IHT forms;
  • Estate accounts preparation;
  • Income tax returns.

Details of our probate accreditation can be viewed at icaew.com/probate under reference number C008964531

As an authorised probate firm, we are required to carry out an annual diversity survey. The results of this can be viewed via the About us page.

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