Probate, Inheritance Tax & Estate Accounts in London

Not always. Probate can be handled by an authorised probate firm, and Harkia is authorised by ICAEW to carry out probate work.

If there is a will dispute, caveat, executor dispute or court issue, we will tell you if a specialist solicitor is needed.

Yes, if they are authorised to do so. Harkia is authorised by ICAEW to carry out probate work.

This is useful where the estate also needs inheritance tax forms, estate accounts, income tax, capital gains tax, rental income reporting or business records reviewed.

Probate is commonly needed where the deceased owned property, higher-value bank accounts, shares, investments, business interests or assets held by institutions that ask for a grant before releasing funds.

The exact answer depends on the assets, ownership and the rules of each bank or provider.

Yes. We can prepare IHT400 forms and supporting schedules where they are needed.

We also review allowances, exemptions, gifts, property values and the records needed to support the inheritance tax position.

Yes. We help overseas executors and families where the deceased owned UK property, UK bank accounts, shares or other UK assets.

Our work is limited to the UK probate and UK tax side. We do not advise on foreign inheritance law or transferring overseas assets.

If the deceased lived outside the UK but owned UK assets, UK probate and UK inheritance tax may still need to be considered.

We can help check the UK estate position, what forms may be needed and what UK tax issues should be dealt with.

Yes. Estate accounts show what came into the estate, what was paid out, what tax was dealt with and what is due to beneficiaries.

They are especially useful where there is property, rental income, investments, several beneficiaries or questions about the figures.

Yes. We can help with UK tax returns to the date of death and tax during the estate administration period.

This can include rental income, bank interest, dividends, foreign income and capital gains.

Yes. If estate assets are sold after death, Capital Gains Tax may need to be considered.

This can apply to property, shares, investments and other assets. We can help with calculations, reporting and investment records, including Section 104 share pooling where needed.

Yes. Estates involving company shares, director loan accounts, family companies or business interests can need careful review.

As Chartered Accountants, we can review business records, company information and the tax details needed for probate and inheritance tax forms.

We can help identify UK tax matters that may need to be brought up to date, including outstanding tax returns, unreported income, foreign income, rental income or HMRC disclosure issues.

It is better to identify these matters early so executors understand the estate’s tax position before the estate is finalised.

If there is a will dispute, caveat, executor dispute or court issue, we will tell you if a specialist solicitor is needed.

Where possible, we can still explain what probate, estate accounts or UK tax work may be needed.

Fees depend on the estate value, assets, property, records, inheritance tax position, tax returns, overseas matters and whether business interests are involved.

Complete the probate quote form and we will be in touch to discuss the estate and confirm the likely fee.

Complete our probate quote form. It asks a few simple questions about the will, your role, estate value, assets and liabilities.

After you submit your details, we will be in touch to discuss the estate and confirm the next step.