Entirely Finance


Thursday August 6 2015

Stockport accountants expand their client care with new probate service

Stockport accountants expand their client care  with new probate service

Hallidays Accountants in Stockport have recently obtained a license which allows them to provide a probate services to their clients. This means that as well as their inheritance tax, capital gains tax, and estate planning services, they are also able to deal with their client’s estates and help support their families after they have died.

Hallidays are among the first accountants in country to offer probate service. Accountants have only been able to apply for a Probate license since August last year, after The Institute of Chartered Accountants in England and Wales (ICAEW) was awarded the power to regulate the service. Previously it was reserved for solicitors.
Extending the probate license to accountants makes sense as they already have expertise in the necessary areas of inheritance tax, trusts and estate planning as well as an in-depth understanding of their client’s financial positions. This means that should a client die they are well placed to give an efficient probate service and help reduce the stress for their families. This expertise is especially useful when dealing with larger estates where inheritance tax payments and managing assets becomes very complicated. 

To carry a probate license firms must adhere to a strict set of rules laid out by the ICAEW to ensure high levels of service.  They are also required to have professional indemnity insurance to ensure their clients are always covered and not at risk.

The license also allows Hallidays to take over the role of executor from someone else. Being an executor is often a stressful and time consuming role and carries a fair amount of legal responsibility. This is why people often choose to give the responsibility to a solicitor or accountant. 

To find out more about Hallidays inheritance tax, estate planning, and probate services, people can contact Philip Eagle on 0161 476 8276 or email hello@hallidays.co.uk 


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