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.

Our Other Blogs

A Director’s Loan – What do I need to know?

A Director’s Loan – What do I need to know?

A director’s loan is typically when you receive money from your ‘close company’ that is not a salary, dividend (money you can draw from your company on declared profit), a repaid expense, or money that you have previously given to or loaned your company. We say typically because a director can also loan money to their company, and this is covered later in this article.