Probate: helping you pass on your wealth to the next generation

While no one wants to think about it, planning what happens to the practical, legal and financial aspects of your life in advance of your death, can give you peace of mind and help relieve the pressure from grieving relatives.

From December 2014, the Institute of Chartered Accountants in England and Wales (ICAEW) became an approved regulator of probate services meaning that licenced accountancy firms can now provide clients with a full probate service.

Vista Partners Limited is licenced to provide such probate services and can do this either standalone or in conjunction with fellow professionals from within the legal profession.

While this role would traditionally be fulfilled by a solicitor, we, as your trusted advisor, can now extend our exceptional level of service to dealing with your estate. It is often the case that as a result of our long-standing client relationship that we understand and already have an in-depth appreciation of your financial and tax affairs.

As part of our recognition as a provider of probate services we offer the following:

  • Advice on estate planning and gifts
  • Inheritance Tax planning
  • Advice on the creation, management and termination of trusts
  • Using trusts for family tax planning
  • Preparing Inheritance Tax forms following a death
  • Obtaining a Grant of Probate
  • Administering a deceased’s estate either as executors or on behalf of family executors.

We understand that planning ahead can be a delicate subject, but it makes sense to do so sooner rather than later to ensure that your wishes and those of your family are met when you pass on.

If you would like to know more about our services please contact us.

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5 Sep
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