Probate Services

Clear and helpful advice

Bishop Fleming Bath 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

When someone dies it is an emotional and overwhelming time for the family. They may feel unable to deal with the legal and administrative issues that require due care and attention.

Matters to think about will include registering the death, making the funeral arrangements, completing government forms and applying for a Grant of Probate.

As this is a stressful time, loved ones often choose to hand everything over to an experienced and professional team who can deal with all the necessary matters in an efficient and compassionate manner, and in accordance with the law.

Probate is the 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.

Bishop Fleming has the necessary knowledge and experience to handle all stages of Probate:

  • assembling all the information regarding the assets and liabilities of the deceased;
  • preparation of all tax returns and applying for Grant of Probate;
  • preparation of estate accounts;
  • organising the assets, discharging liabilities and expenses; and
  • allocating the estate to those who are to benefit.

The work involved in administering an estate will depend on the complexity of the case, the terms of the will and whether any inheritance tax is due.

Bishop Fleming's probate team will always put you first and ensure that matters are resolved as quickly and efficiently as possible, keeping you advised at all times.

Probate Services Team

Taxation

We will complete all relevant tax forms and send them to HMRC.

This will involve identifying and valuing the assets of the deceased to ascertain whether any inheritance tax is payable.

The estate of the individual may also owe other taxes, such as income tax or capital gains tax.

We will establish what needs to be paid and negotiate with HMRC on your behalf.

Removing the stress

As well as dealing with all the tax issues, we will also remove the stress of administering the estate, including gathering in property, bank accounts, share certificates, insurance policies and any business assets.

As part of our service we will determine what bills need to be paid, including utility bills, credit cards, loans, etc. We can also assist with arranging for property to be sold.

Passing on the inheritance

Once all the tax and administrative issues have been dealt with, we will arrange for the estate to be passed on to the beneficiaries in accordance with the Will, or where there is no Will, in accordance with the laws of intestacy.

Licensed by the Institute of Chartered Accountants in England & 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.com/probate under reference number C003088558. Accredited probate firm name - Bishop Fleming Bath Limited

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