Powers of Attorney, Wills and Probate Administration Services

Marshall & Co is authorised by the Institute of Chartered Accountants in England and Wales to offer probate and estate administration services to members of the public. As such, we are best placed to help you take care of your probate administration and estate administration needs.

We can take care of all sorts of things, including:

●     Will planning and will creation, making full use of lower tax rates and exemptions on lifetime transfers. We can optimise these between spouses and transfer any agricultural or business property, as well as help you to transfer assets into trusts and arrange an appropriate life assurance policy in order to account for inheritance tax liabilities.

●     Estate planning assistance, including Lasting Powers of Attorney for Health and Welfare, Property and Financial Affairs, and even Business wherever necessary

●     Retirement planning and advice on minimising tax liabilities

●     Advice on inheritance tax, trusts and estates

●     Completion and filing of relevant returns, as well as advice on what payments are due and when

●     Funeral plans

●     Probate administration services, including division of assets in accordance with the deceased’s Will and estate administration matters. We can also help you apply for probate and obtain probate valuations, prepare HMRC accounts, settle outstanding debts, pay legacies or transfer property, and prepare estate accounts. Our team treats all probate matters sensitively and with compassion.