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Wills and Probate

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If you own assets such as a home, investments, business interests, retirement savings, collectables, personal belongings, etc, then you need a will.

A will allows you to specify who will distribute your property after your death, and the people who will benefit. The majority of individuals in the UK do not have a will and are unaware of its importance, or do not see it as a priority.

If you have no will, your property could be distributed according to the intestacy laws.

Formulating an estate and family succession plan that minimises your tax liability and protects your assets is essential. The more you have, the less you should leave to chance.

We can work with you to ensure that more of your wealth passes to the people you love, through planned lifetime gifts and a tax-efficient will.

or call us on 020 8863 4566

Drafting your will

Start by considering the following:

Who?
Who do you want to benefit from your wealth? What do you need to provide for your spouse? Should your children share equally in your estate – does one or more have special needs? Do you wish to include grandchildren? Would you like to give to charity?

What?
Should your business pass to all of your children, or only to those who have become involved in the business, and should you compensate the others with assets of comparable value? Consider the implications of multiple ownership.

When?
Consider the age and maturity of your beneficiaries. Should assets be placed into a trust restricting access to income and/or capital? Or should gifts wait until your death?

We can help you evaluate your requirements and write your will. We fully comply with the STEP Code for will Preparation in England & Wales.

or call us on 020 8863 4566

Get in touch

Raj Jiwani

Raj Jiwani

Business Director (ATT, CTA)

020 8863 4566

Probate

In March 2015 we were licensed by the Institute of Chartered Accountants in England and Wales (ICAEW) to carry out the reserved legal activity of non-contentious probate in England and Wales.

We can advise personal representatives through the probate process from the initial stages, the preparation of the Inheritance Tax Account and Probate Application Forms, dealing with the administration of the estate and distributing assets and the preparation of estate accounts. We can also accept appointment as executors where we are named in a will and undertake the entire estate probate process. These services can be invaluable during the very emotional and stressful time following a bereavement of a family member or friend.

Our initial consultation is without charge or obligation. We can discuss our fee structure during the meeting and usually agree a fixed or capped fee to reflect the level of support provided. In the event that the probate becomes contentious we can refer the personal representatives to a panel of solicitors qualified in this area.

or call us on 020 8863 4566

London & Counties, a nationwide supplier of office products, changed to Charterhouse Accountants 3 years ago and immediately noticed the difference in the service levels and attention to detail we received from them. They take an active year round interest in our business with timely reminders where required and their knowledge of HMRC rules and the allowances that can be taken advantage of are amazing. We would have no hesitation in recommending them to start ups or larger corporations alike whether based in the UK or abroad. Paul Milbourn Managing Director - London & Counties Office Supplies Ltd. I have been a client with Charterhouse for 15 years. In this time I have always received excellent service. The team at Charterhouse are always suggesting new ideas which suit my business and as a result of this I have benefitted from their innovative tax planning. If ever I have a query or concern it is dealt with quickly and efficiently either by the Partner in charge of my affairs or one of the excellent team of staff.
I have no reservations in recommending Charterhouse to anyone who asked.
Sammi Bazini Direct Supplies Limited
I’ve been using the company for nearly forty years and whether its straightforward accountancy work or complex tax planning advice I can only praise and highly recommend. There are certain business ventures that I have undertaken that would not have been successful without Charterhouse’s valued advice and input. Steve Soper Sopersport Limited I have been a client since November 2009 (I think). I am so glad that I switched to Charterhouse as I find the service to be exceptional. Micky Ackenson the partner in charge of my affairs is very responsive alongside the team that help with payroll, VAT and any other general enquiries. The main thing that I find is that nothing is ever a problem. If you don’t know the answer to something then it is researched and a qualified answer provided in a very short time frame. I feel that I am also always kept up to date about the best ways to manage my business which is one of the main reasons that I made the switch. I would have no hesitation to recommend Charterhouse and have actually done so already. Natalie Heilling Research Partners Charterhouse are my Accountants, supporting my IT and Networking Company for the past 4 years. They produce and submit my quarterly VAT returns and my annual accounts by accessing my Accounting software directly. They are very professional, trustworthy and reliable with prompt replies to any questions I ask. They also provide my payroll needs on an annual basis and file all returns. If you need peace of mind and reliable control, look no further! Kevin Williams KJW Limited
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