Probate Services

Our Probate Team offers a straight-forward and comprehensive process for advisors and beneficiaries seeking an expedient probate service, when looking after a deceased estate.

We have many years’ experience in this field and our services include the following:

Our approach to probate valuations

• All valuations are produced in accordance with IHT 200 and relevant D schedules.
• All valuations include details of dividends where necessary.
• Depending on the nature of the estate we aim to deliver valuations within 5 working days.

Minimising the hassle of probate administration

The Simple Investments Probate Team will:

• Register the death with the relevant registrars.
• Reconcile and verify all holdings.
• Provide Information on any name changes or reorganisations.
• Give notification of any indemnities required due to any missing certificates and we will assist advisors or beneficiaries to obtain replacement certificates.
• Register Grants of Probate with the relevant registrars.
• Assist in the transfer of assets from deceased to executors / beneficiaries.

Additional services for beneficiaries

Once the transfer is complete we can offer a full advisory service to the beneficiaries relating to portfolio.

Interested? Give Barry Fudge a call on 01483 413500 or email him on barry@simple-investments.co.uk