Personal Tax services
Probate services
Navigate the complexities of probate with your trusted tax advisor.

Losing a loved one is hard enough without the added stress of handling their estate. At RJP, we understand this and are here to guide you through every step of the probate process. With our expert team by your side, you can focus on what truly matters, knowing the legal and financial aspects are in capable hands.

Navigate the complexities of probate with your trusted tax advisor.

Our probate experts will work with you to obtain grant of probate and calculate inheritance tax liabilities.

We will always provide you with a fixed fee in advance of carrying out any work.

We will help you get probate – get in touch:

    How did you hear about us?*

    Why choose our Probate service?

    • Fixed Fee assurance:
      Know exactly what you’re paying for with our transparent, fixed fee structure.
    • Expert guidance:
      Our probate specialists are equipped to handle all aspects of the process, ensuring a smooth transition.
    • Comprehensive support:
      From obtaining grants of probate to calculating inheritance tax liabilities, we’ve got you covered.
    • Personalised service:
      Every situation is unique, and we tailor our services to meet your specific needs.
    • Quick resolution:
      Our aim is to get HMRC’s agreement on all inheritance tax matters within 6 months of appointment.

    Our Probate services include:

    • Grant of Probate acquisition:
      Assistance in obtaining the legal right to deal with the deceased’s estate.
    • Inheritance Tax liaison:
      Calculating liabilities and interacting with HMRC on your behalf.
    • Tax filing:
      Preparing and filing income, capital gains, and inheritance tax returns as needed.
    • Estate administration:
      Handling the collection, valuation, and distribution of estate assets.
    • Fixed Fee quotations:
      Providing clear cost estimates before any work.

    Probate Fees

    We do not charge on a percentage basis based on the value of the estate, but on a fixed fee basis according to the work you wish us to undertake. This may cover some or all of the following services:

    • Contacting banks, building societies etc to determine the value of the estate assets at the date of death;
    • Preparing income tax return(s) to the date of death of the deceased, to determine any income tax liabilities or refunds due;
    • Calculating the estate inheritance tax position, completing all relevant inheritance tax returns and submitting them to HMRC;
    • Dealing with any queries raised by HMRC;
    • Arranging direct payment of the inheritance tax liability where appropriate;
    • Obtaining a grant of probate.

    Following an initial conversation with you, we will provide a fixed fee quote for the above work as required. The fee will typically range between £1,500 plus VAT and £6,500 plus VAT, depending on the complexity of the estate and the level of support required.

    Committed to giving you peace of mind

    At RJP, we know how challenging navigating the probate process can be. That’s why we’re dedicated to offering a service that not only simplifies this journey but also provides you with peace of mind. With our professional integrity, extensive knowledge, and sensitive approach, you can trust us to manage everything efficiently and with the compassion you deserve during this difficult time.

    Ready to simplify the probate process?

    Let’s discuss how we can help you manage your loved one’s estate with care and expertise. Contact RJP today for a consultation and start this important journey with a trusted advisor by your side.

    For a seamless experience, please get in touch with us. Our team is ready to provide the support you need.

    RJP is qualified to undertake probate services

    RJP LLP is 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.

    At RJP, our ICAEW Probate Accreditation underscores our dedication to diversity within our team—discover how we embrace inclusivity by viewing our policy here.

    How to get onboard with RJP
    1
    Talk to us
    Have an initial discussion with a member of the RJP team to identify ways we can enhance your business's growth with our comprehensive support and strategic advice.
    2
    Hassle-free migration
    Choose RJP and we'll smoothly manage all transitions, handling paperwork, coordinating with your current accountant, and ensuring no deadlines are missed for a worry-free experience.
    3
    A pathway to growth
    Finally, we will send you the required documents to sign and return, leaving you to continue leading your business, backed by our abundant, responsive advice and support.
    Here’s what our clients have to say
    Hear directly from our clients about how RJP's personal, straightforward approach has made all the difference in their business and personal success.
    "I just wanted to drop you a short note to say how grateful I am for the support that RJP has provided over the past 4 weeks while our Financial Controller was away. I struggle to comprehend how much work your staff get through during their weekly visits and they are always a pleasure to have around the office."
    "I wanted to write and express our gratitude for your help and hard work in getting Probate through and settling all the taxes. I am so pleased that we selected RJP, as your professional help and updates throughout this process have been invaluable. If at any time in the future Probate assessment may be needed, you will be our first port of call. Once again, many thanks to the whole team."
    "I would like to take this opportunity to thank you very much for the amazing job you have done navigating us through this whole process. My family and I also really appreciate the care and compassion demonstrated by you and your team in every dealing. Our thanks to everyone."
    "Just a quick e-mail from me to thank you for achieving the target for producing the draft accounts – it is very much appreciated and gives a first class impression of your firm. Many thanks."
    "RJP provide our company with a complete service which takes the stress and strain away from the day to day running of our accounts! Their understanding of our business and their patience and advice is invaluable."
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      FAQs
      What services can RJP offer to help me understand how my business is truly performing?
      At RJP, we understand that keeping a finger on the pulse of your business's health is crucial. That's why we offer management reporting services—think of them as a regular health check for your company. These insights show you the real-time performance of your business, helping you make informed decisions to nurture and grow your enterprise.
      I'm keen to expand my business. How can RJP help me with that?
      We love seeing your business flourish! Growth and improvement are at the heart of our practical advice. From the ins and outs of everyday operations to big-picture strategic moves, we're here to offer clear, actionable steps that can propel your business forward.
      Audits and compliance can be a headache. How does RJP ease this process for business owners?
      We know dealing with the issue of compliance and auditing can be less than thrilling. That's exactly why we're here—to handle the complex stuff so you don't have to. We offer comprehensive compliance services, ensuring everything is up-to-date without you having to wade through a sea of regulations.
      I've heard about tax relief schemes but don’t know where to start - can RJP guide me?
      Absolutely! There's a world of opportunity out there to support your business financially, and we're well-equipped to be your guide. We can help you understand and access HMRC’s tax relief schemes that are relevant to you and your business, making sure you're not missing out on any potential benefits.
      If I have a question or need support, how responsive is RJP to my needs?
      When you need us, we're just a call or an email away—no question is too small or too large. We're known for our quick responses and our fixed fees mean you can reach out without worrying about unexpected costs. Plus, we always keep things simple and straight to the point. We're not just your accountants; we're part of your team, ready to support both your business and personal needs.