Probate Services

We have been advising families and businesses on their accounts and tax affairs for over a century and we are always looking to offer more, and now we can. We are now accredited and licensed by the Institute of Chartered Accountants in England and Wales to provide probate services.

Keens Shay Keens Ltd is pleased to offer a professional and fairly priced probate service.

Our Probate Service

The full service includes:

  • Compiling details of the deceased’s assets and liabilities
  • Obtaining professional valuations
  • Completing the inheritance tax (IHT) forms and accounts
  • Claiming appropriate IHT reliefs and exemptions and calculating the IHT where payable
  • Applying for and obtaining the grant of representation
  • Gathering in or selling the assets of the estate
  • Settling the debts of the deceased and arranging for the payment of inheritance tax
  • Reviewing potential tax savings through a variation of the Will within 2 years
  • Dealing with income and capital gains tax liabilities of the estate
  • Paying legacies and distributing assets to the beneficiaries
  • Preparing final estate accounts

Our established and professional in house specialisms ensure that the estate and beneficiaries benefit from expert tax advice.

We can deal with modest estates to multi £million estates. We specialise in:-

Business assets, trades, professions, partnerships and companies

Agriculture and farming estates

Property and investment portfolios

Trusts

Family homes

Our probate service costs

Some probate services will base their charges on the value of the estate assets. At Keens Shay Keens Ltd we base our fees on the time spent and the complexity involved in dealing with the probate and related matters.  We believe this to be a fairer and more transparent system of charges.  We do have a minimum fee of £1,000 and in most instances we can keep you informed of the likely level of fees for the main probate services and offer estimates of our costs in connection with additional tax planning opportunities that we identify.

Before undertaking any probate work we offer a free, no obligation, consultation to explain how we may be able to help you.

Call: 01582 651000 and ask for our probate department for more information.

Diversity

We are committed to promoting equality and diversity and recognise the benefits of a diverse team. We seek to employ the best person for a role regardless of race, gender, religion or any other parameter and are proud to provide a working place setting which is free from any form of discrimination.

As part of our authorisation to provide Probate Services we are required to periodically monitor the diversity profile of our team through an anonymous voluntary collection of data.

The results of the most recent diversity survey can be found here:

Diversity Survey


Estate Planning & Trusts

From cradle to grave; we have an expert team to help you and your family with all aspects of tax planning to help ensure you can make the most of what you have now and provide security for future generations.

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Personal Tax Planning

Our specialist tax team can help you with all aspects of your tax affairs, be it business or personal. From day to day compliance and returns to advice and planning we have the solutions for you.

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Probate Services

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Retirement Planning

We work alongside our own independent financial services company to ensure that you have a complete solution to your retirement planning needs

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Self Assessment

We can take away the worries of complying with self assessment by ensuring that your returns are accurate and filed on time and provide you with the peace of mind that you are paying no more tax than you should.

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Tax and Personal Savings & Investments

We can help you understand the complex rules of the taxation of savings and investments to ensure a complete solution to your investment and savings planning.

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