Unusually for an accountancy firm, Charter Tax is licenced to carry out probate and estate administration work. Our firm includes both chartered accountants and chartered tax advisers, so clients can be confident that we have the specialist knowledge required to handle the tax affairs of the deceased and their estate.

Importantly, we also understand that losing a loved one is a stressful and emotional time, so our team prides itself on providing a compassionate, confidential and personal service, taking as much of the administrative burden away as possible.

A recent client who sought support from Charter Tax surrounding probate was Mr C from Kent, who approached us after his Father passed away. This was his first experience of the probate process.

“I was aware from speaking to other people that probate can be very time consuming,” he says. “I work full-time in a very busy job, whilst my sister lives abroad; I knew that Charter Tax offers probate work, so I enquired about the service they provide. As the process is known to be quite complex, I was keen to get some guidance and assistance to make things easier.”

Probate and estate administration is the financial and legal process that takes place after someone has died. It ensures that all taxes are collected, debts are paid to creditors and gathered in from debtors, and that the remaining assets of the estate are distributed to the beneficiaries correctly.

Client Tax Manager at Charter Tax, Jane Hodge, advised Mr C and she was supported by Executive Assistant, Karen Cahalin.

“It has been extremely helpful having their help,” says Mr C. “The team are very professional and knowledgeable, and were always there to assist with any queries relating to the probate. It definitely gave me peace of mind knowing that matters were being handled so efficiently.”

Probate is a process that can be completed by an individual, but it can be a time-consuming and, at times, complex process.

“I would definitely not recommend doing your own probate work unless you are very well versed on the process that is involved,” says Mr C. “It can be very complicated and I would not have felt confident doing it myself as there are many issues that can arise if mistakes are made along the way.”

Asked if he would recommend Charter Tax to other families needing help with probate, Mr C says: “100% yes. The service I received, at a very competitive price, was first class, and handled so professionally. I would highly recommend the Charter Tax probate service to anyone who needs assistance. The process could not have been smoother, the team are so easy to deal with if any queries arise. Very satisfied indeed!”

Charter Tax offers an initial discussion, at no cost, about how it can help. Please contact; Emma Cheeseman