Probate Services: Not Just for Solicitors

When families need help with probate, many naturally think of a solicitor. But accountants can also guide executors through this process and in some cases, are ideally placed to do so.

Menzies LLP is authorised to carry out non-contentious probate work and offers a joined-up approach that blends legal requirements with tax expertise.

Why consider Menzies for your Probate Services?

Specialist qualifications – Our probate team includes members of the Society of Trust and Estate Practitioners (STEP) and chartered tax advisers, giving you access to both estate administration and advanced inheritance tax (IHT) knowledge.
In-depth tax capability – Complex IHT forms and calculations are a central part of obtaining a grant of probate. We provide clear advice on any opportunities to reduce tax liabilities for the estate and its beneficiaries.
Continuity and understanding – Where we have acted for the deceased during their lifetime, we already have a detailed picture of their financial affairs, helping to make the process faster and less stressful for executors.
Comprehensive support – Our services cover the full probate journey:

• Applying for and obtaining the grant of probate

• Preparing IHT forms and calculating liabilities

• Preparing estate and self-assessment tax returns

• Advising on tax planning for beneficiaries

• Providing business valuations for probate purposes

• Preparing final estate accounts

Financial planning for heirs – Through Menzies Wealth Management, beneficiaries can receive independent advice on managing an inheritance.
Transparent fees – We give an upfront cost estimate and never charge as a percentage of the estate’s value.

Working alongside executors, we take on the administrative burden so they can focus on supporting their families at a difficult time.