Stephenson Smart: Probate

Specialism: Probate

Stephenson Smart can help take the pressure off families at difficult times with our probate and estate services.

Stephenson Smart was one of the first accountancy practices in East Anglia to be licensed to provide probate services by our regulator ICAEW, thanks to our director Claire Melton.

This means that we can now provide enhanced support to our clients by assisting them with the administration of estates, dealing with the application for Grant of Representation and all aspects of Inheritance tax, without the need to involve a third party.

Whether you need clarification of probate law, assisted probate services, help or advice, our team of specialists can offer a friendly consultation to establish your needs and how best to move forward with the process.

Upon the death of someone an executor is appointed to deal with the estate of the deceased in accordance with their wishes. The role of the executor can be an onerous one, taking on a number of responsibilities. It can be easier for the family, at this stressful time, to appoint a professional to assist and provide peace of mind by reducing the administrative burden on them.

Why choose Stephenson Smart for your probate services?

• Local, confidential and friendly service with offices in Norfolk and Cambridgeshire
• Application for Grant of Representation or Letters of Administration
• Dealing with the tax position and preparing the tax returns for the period of administration
• Determining the assets and liabilities of the estate and preparing estate accounts accordingly
• Calculating the Inheritance tax liability and explaining any payment instalment options which may be available
• Dealing with HM Revenue & Customs on behalf of the estate, including agreeing liabilities

We would consider the tax efficiency of the will or intestacy position and advise accordingly if deeds of variation etc could be used to improve the estate’s exposure to inheritance tax. Tax regulations surrounding probate, inheritance and estates are complex and time consuming to deal with. Our team will be able to help you in calculating the inheritance tax liability and explaining any payment instalment options that may be available.

Dealing with HM Revenue & Customs on behalf of the estate, determining the assets and liabilities of the estate and preparing estate accounts accordingly is something that many of our clients request for our team to help them with. We have the capacity to help an executor from start to finish with all probate and estate services, home or abroad, small or large, our team provide you with assistance needed to carry out the last wishes of a friend or family member.

Stephenson Smart can help take the pressure off families at difficult times with our probate and estate services.

Stephenson Smart was one of the first accountancy practices in East Anglia to be licensed to provide probate services by our regulator ICAEW, thanks to our director Claire Melton.

This means that we can now provide enhanced support to our clients by assisting them with the administration of estates, dealing with the application for Grant of Representation and all aspects of Inheritance tax, without the need to involve a third party.

Whether you need clarification of probate law, assisted probate services, help or advice, our team of specialists can offer a friendly consultation to establish your needs and how best to move forward with the process.

Upon the death of someone an executor is appointed to deal with the estate of the deceased in accordance with their wishes. The role of the executor can be an onerous one, taking on a number of responsibilities. It can be easier for the family, at this stressful time, to appoint a professional to assist and provide peace of mind by reducing the administrative burden on them.

Why choose Stephenson Smart for your probate services?

• Local, confidential and friendly service with offices in Norfolk and Cambridgeshire
• Application for Grant of Representation or Letters of Administration
• Dealing with the tax position and preparing the tax returns for the period of administration
• Determining the assets and liabilities of the estate and preparing estate accounts accordingly
• Calculating the Inheritance tax liability and explaining any payment instalment options which may be available
• Dealing with HM Revenue & Customs on behalf of the estate, including agreeing liabilities

We would consider the tax efficiency of the will or intestacy position and advise accordingly if deeds of variation etc could be used to improve the estate’s exposure to inheritance tax. Tax regulations surrounding probate, inheritance and estates are complex and time consuming to deal with. Our team will be able to help you in calculating the inheritance tax liability and explaining any payment instalment options that may be available.

Dealing with HM Revenue & Customs on behalf of the estate, determining the assets and liabilities of the estate and preparing estate accounts accordingly is something that many of our clients request for our team to help them with. We have the capacity to help an executor from start to finish with all probate and estate services, home or abroad, small or large, our team provide you with assistance needed to carry out the last wishes of a friend or family member.

Stephenson Smart: Probate

Our Offices

King's Lynn

22-26 King Street, King’s Lynn,
Norfolk, PE30 1HJ

T:   01553 774104

F:   01553 692602

E:   enquiries@stephenson-smart.com

Fakenham

10 Oak Street, Fakenham,
Norfolk, NR21 9DY

T:   01328 863318

F:   01328 855732

E:   fakenham@stephenson-smart.com

Wisbech

2 The Crescent, Wisbech,
Cambridgeshire, PE13 1EH

T:   01945 463383

F:   01945 475968

E:   wisbech@stephenson-smart.com

Great Yarmouth

East Coast House, Galahad Road, Beacon Park,
Gorleston, Great Yarmouth, Norfolk, NR31 7RU

T:   01493 382500

F:   01493 651172

E:   greatyarmouth@stephenson-smart.com

Downham Market

1st Floor, 9 Market Place,
Downham Market, Norfolk, PE38 9DG

T:   01366 384121

F:   01366 858083

E:   downhammarket@stephenson-smart.com

March

23 Dartford Road, March,
Cambridgeshire, PE15 8AN

T:   01354 653026

F:   01354 650337

E:   march@stephenson-smart.com

Contact Stephenson Smart



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