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What Will Your Legacy Be?

Probate

Dealing with the estate of a deceased individual can be a very upsetting and stressful time. We offer invaluable advice and support during these difficult times and aim to do so in the most efficient and cost-effective way possible.

Tax & Estate Planning

There are steps that can be taken to lessen the impact of inheritance tax on the value of your assets. We can advise on Tax Planning in lifetime, the use of Trusts to help tax planning and Deeds of Variation in the deceased’s estate.

Estate Administration

We can collate information, prepare the necessary tax returns, prepare the documents necessary for an application to the Probate Registry and submit the application, encash and transfer the assets and pay any debts, prepare and submit any necessary tax return for the administration period, prepare the final estate accounts and arrange distribution to the beneficiaries.

Executorship

We take full responsibility for obtaining the Grant of Probate and dealing with the Legal, Tax, Property and Estate administration affairs on your behalf.

Making a Will

We have access to expertise and wide experience in advising on the content and drafting of Wills.

Lasting Powers of Attorney

We can arrange access to expertise and wide experience in drafting and applying for Lasting Powers of Attorney.

Testimonials

Organisations we work with

Tower Street Finance logo

Working with estate professionals to help customers access their inheritance earlier.

Questions?

Telephone: +44 (0)1291 629 211

Mobile: +44 (0)7808 003 009

Email: ray@newton-green.com

Address: Newton Green Chartered Accountants | 17 Wyelands View | Mathern | Chepstow | NP16 6HN

ICAEW Accredited for Probate logo

Authorised by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.

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