Probate & Estate Administration – Are you Benefiting from our Certainty Services?

Published Date: 17th September 2019

Are you Benefiting from our Certainty Services?

Whether an accountant already has a strong knowledge of the deceased’s financial affairs or if you have not worked with that accountant before, the combination of accounting, tax, law and administration skills required means they are often well placed to carry out this kind of work.

Accountancy firms have been able to offer probate services since 2014 with only a limited number of firms so far meeting the strict requirements of the Institute of Chartered Accountants in England and Wales (ICAEW), the first non-legal probate regulator.

In July 2017, JT AccountS were proud to be the first accountants in Enfield to be accredited with offering probate and estate administration services and since then we have helped many families and businesses during this difficult time.  We have become a one stop shop for many of our clients.  As an accountant we are already able to produce estate accounts and deal with capital taxes so providing estate administration and inheritance tax calculations when the inevitable should happen is a natural step for us. For our clients it’s a seamless process and in their time of grief we are able to take this stress and worry away from them in a fast and cost-efficient manner. Simply call us to find out how we can help.

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TOPICS: Business Bounce Back Loans Property Taxes  - April 2020 changes landlords need to be aware of Educate the Executor Other Covid-19 Daily Updates:Practice Number: 21331Jacqueline Tetley is licensed and regulated by AAT under licence number 5096.