Probate, Trust and Estate Services

One of few UK accountancy practices with a license to provide probate services

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Why choose WoodWhite?

We are one of very few accountancy practices in the UK to have been granted a licence to provide probate services, by the Institute of Chartered Accountants in England and Wales (ICAEW). We can offer a comprehensive, non-contentious, service without any need to involve a third party, simplifying the whole process for you as a result.

We also work closely with local partner firms who can provide support in the creation of a trust arrangement, which can be tailored to our client’s specific circumstances. This can realise a significant tax saving for the future.

What help can I receive?

Emma Newnham is our Head of Legal Sevices and, as such, can assist with as many, or as few, functions of the executor role as you wish. We undertake the role with the utmost sensitivity and discretion.

As part of our probate services, we can:

  • Administer the realisation of assets, including bank accounts, property and share portfolios.
  • Assist with the identification of assets and liabilities associated with an estate.
  • Carry out tasks on behalf of the executor.
  • Consider any Deed of Variation opportunities.
  • Distribute the assets of the estate according to the terms outlined in the deceased’s will or via intestacy.
  • Obtain Probate.
  • Prepare, and submit, any outstanding Personal Tax Returns up to the date of death.
  • Prepare estate tax returns, and ensure all outstanding tax liabilities of the estate are settled, prior to its distribution.
  • Prepare the final estate accounts.
  • Provide advice on tax planning opportunities for the estate and/or beneficiaries who may be in charge of significant income, or assets, for the first time.
  • Provide ongoing Inheritance Tax and succession planning advice.

By using Woodwhite you can have peace of mind that everything will be carried out correctly, being mindful of compassion and discretion. Administrative delays will be minimised.

We only charge for what we do and the value we provide, rather than working on a percentage fee of the estate value. We work with you and for you, to ensure that you are always kept up to speed on progress.

Please do ask about our fixed fee arrangements, which start from £2,500 + VAT.

For more information about our services please contact us or email us at emma@woodwhiteaccountants.co.uk

Diversity Monitoring

At Woodwhite Accountants Ltd we aim to build a diverse workplace and employ the very best people - regardless of gender, ethnicity, sexual orientation, religion and age…

Our current workforce consists of 47% females and 53% males.

52% of our workforce is below the age of 34 and 48% are above the age of 34.

40% of our staff are university educated. We are proud to have a diverse workforce spread across three ethnic groups.

ICAEW ICAEW Probate ICAEW Approved

ATT -"CIOT" CIMA Xero Platinum accountant Intuit Accountant