After the Grant of Probate: The Work That Remains
Ask most executors when probate is “done” and they will say: when the grant arrives. It is easy to see why. You have spent weeks gathering papers and waiting, and…
UK Inheritance Tax Liabilities Exceed £7 Billion for the First Time
The latest HMRC Inheritance Tax Statistics, highlighted in an article published by the Society of Trust and Estate Practitioners (STEP), show that UK inheritance tax (IHT) liabilities exceeded £7 billion…
New Probate Application Escalation Process Introduced
The Ministry of Justice has introduced a new probate application escalation process to help deal with probate applications that have experienced significant delays. Under the new process, applicants whose probate…
Passing on the investment property
A landlord will need to consider whether it is better to pass on an investment property during their lifetime or on their death. Here, we look at the associated tax…
UK Treasury Forecast: The IHT “Perfect Storm”
The UK Treasury's Spring 2026 forecast presents a stark reality: Inheritance Tax (IHT) receipts are on track to nearly double, reaching £15 billion by 2030/31. As thresholds remain frozen, "fiscal…
Diversity Data
As an ICAEW-accredited probate firm, we are required to collect and publish diversity data. This is a one-member firm. To protect individual confidentiality, we are unable to publish detailed diversity…
What to Do When Someone Dies in the UK: A Probate Perspective
Losing a loved one is a difficult time, and dealing with legal and financial matters can feel overwhelming. From a probate perspective, there are important steps to follow to ensure…