Probate services

Simpson Wreford & Partners are licenced by the Institute of Chartered Accountants of England and Wales to carry out probate work. We can take the stress out the probate and estate administration process, from applying for the grant of probate to preparing the estate accounts and distributing the estate assets.

In addition, we can also help you in:

  • Estate planning
  • Inheritance tax planning
  • Trust planning
  • Executorships

We are licensed 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.

As one of the conditions of our licence, we are required to ask our staff to complete a diversity questionnaire on a voluntary basis. The results of the latest survey, conducted in March 2021, can be found here.

Details about our probate registration can be viewed at www.icaew.com/probate, under reference number C008543537.

For all engagements, we follow the ICAEW Code of Ethics, which is found in section 3 of the Members’ Handbook at www.icaew.com/membershandbook.

Our terms and conditions and dispute resolution procedures are provided with our letters of engagement or upon request.

Our professional indemnity insurer is RSA Insurance Group plc of 20 Fenchurch Street, London, EC3M 3AU. The territorial coverage is worldwide but excludes claims made or pending within, or to enforce a judgement obtained in, the United States of America, Canada, or any of their territories or possessions.

 

There’s a better way to manage your finances.

Let’s find it together.