Estate Planning and Probate

We understand how difficult it can be to handle someone’s legal and financial affair

We understand how difficult it can be to handle someone’s legal and financial affair

Probate has traditionally been restricted to the legal profession… but not anymore. Through being accredited probate advisors, we are now able to support you throughout your life and are able to extend this support to your family and beneficiaries during probate.

Following a major change in the law, we were one of the first accountancy firms in Barnet to be authorised to carry out probate work. Prior to this, only solicitors and banks could carry out this work.

We understand the figures and are tax experts; we therefore have the expertise to handle the probate process reliably, confidentially and professionally. You can be rest assured that your estate will be distributed as per your wishes and your family will not be required to pay any more tax than necessary.

We are licensed practitioners for probate related work and specialists in all aspects of taxation, accounts preparation and estate planning. As such, Bell Maison is the best placed to take care of your probate and estate administration work.

We understand how difficult it can be to handle someone’s legal and financial affairs, particularly at a time when you’re likely to be coming to terms with the death of someone close. But don’t worry, we’re here to help and can provide as much or as little support as you need.

To ensure we offer a cohesive service of the highest standard, ensuring you receive the right advice for you from the best people, our Probate service is undertaken by Bell Maison Probate Services Ltd which is authorised and regulated by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wale’s.

Details of our probate accreditation can be viewed at icaew.com/probate under reference number C004358880.

Some Basic Facts!

  • Everyone should have a Will, but 2 out of 3 people have not yet made a Will and those that have, may not have the correct Will in place.
  • An estimated 40,000 people per year have to sell their homes to pay for care.
  • A large proportion of any inheritance is lost in future divorce settlements, to creditors or bankruptcy and unnecessary taxation.
  • If you own a business or a share of a business then your spouse / partner and children may not inherit your share of a business.

Protecting Your Wealth

There are a number of ways in which your home, savings and business are vulnerable to attack. We’re here to safeguard these hard earned assets for you and your family, using simple but effective strategies.

Irrespective of your age or the value of your estate, making a Will and putting your affairs in order is one of the most important tasks that you are likely to undertake. We will arrange to visit you in the comfort of your own home, to assess your current situation, answer your questions and provide peace of mind for the future.

Our estate planning solutions are tailor made to suit every set of personal circumstances and every pocket.

Looking after you and your family, and the generations to follow.

Get in touch

Why not drop us a line or fill in our very quick enquiry form

Address

Bell Maison Ltd, 7c High Street, Barnet, London EN5 5UE

Phone

020 8275 0669

Email

enquiry@bellmaison.co.uk


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