Help with probate

Sorting out an estate is not an easy task, you have to sort out someone’s entire lifetime of financial and personal affairs in accordance with strict laws and quidelines.

Great care needs to be taken and you have a legal responsibility to ensure that the Estate is administered and any potential inheritance tax paid six months to the day, after death. 

Applying for Probate can be a complicated and time-consuming process at a time when you may find it difficult to cope. We provide an efficient and friendly service, liaising with the necessary professionals on your behalf to facilitate swift compliance with probate procedures. We will manage the compilation of all information required by legal representatives in order to distribute the deceased’s estate to the intended beneficiaries with the minimum fuss.

We can help with sorting out all of the paperwork, guide you with the forms; inheritance tax returns, capital gains tax returns, income tax returns. 

We can help you obtain information and valuations for stocks, shares, life policies, pensions any investments that are held. 

We can help provide peace of mind that you are doing the very best for the beneficiaries.

Inheritance Tax and Estate Planning

 

We can help
you sort out the paperwork of
a lifetime

Registered Office:
2b Tanners Yard,
Hexham,
Northumberland,
NE46 3NL

Tel: 01434 607808
Fax: 01434 606490
info@aypfinancial.co.uk

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