Probate Services

Individual Services

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Probate Services

Our partners Coppersun Probate are licenced to offer a probate service

Probate is the official process of administering the estate of a person who has died and ensuring its distribution to those who will inherit, after discharging any debts and liabilities. It can be very complicated and having a reliable and someone you know well and to whom you can delegate the matters to be resolved in accordance with the law is essential.

Coppersun Probate  provide a full probate service and are ideally placed to do this and help you by preparing the necessary inheritance tax returns and calculations and obtaining the Grant of Probate.

By administering the complex inheritance tax and probate paperwork on your behalf, the entire procedure can be dealt with by one professional. Apart from making things easier for you, using Coppersun Probate instead of a probate solicitor means a notoriously long-winded process can be completed more quickly.

Coppersun Probate offers a full probate service for clients, which includes:

  • Preparing estate accounts:

  • Calculating tax position to the date of death and for the period of administration of the estate;

  • Completing inheritance tax calculations and submitting inheritance tax returns:
  • Agreeing inheritance tax liability with HMRC;

  • Obtaining Grant of Probate;

  • Distributing estate assets.

Coppersun Probate also offers other associated services

  • Inheritance Tax advice;
  • Review of your existing Will and suggesting adjustments;

  • New Will preparation:
  • Advice on Trusts and applying for Lasting Power of Attorney.