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PROBATE & ESTATE MANAGEMENT.

Managing your probate and estate needs efficiently and discreetly.

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PROBATE & ESTATE MANAGEMENT.

WHAT WE DO

We are licensed probate advisors, able to support you throughout your life and extend this support to your family and beneficiaries during probate.

As accountants, we are often already familiar with your financial affairs, more so than your lawyer (our services are more cost-effective too). Therefore we can advise on the procedures involved in probate, attend to the tax returns and IHT forms; deal with the application for the Grant and assist with the estate administration and distributions. We can also help with Wills and IHT planning during your lifetime to limit your IHT liability.

We understand the figures and are tax experts; we have the expertise to handle the probate process reliably, confidentially and professionally. You can be rest assured that your estate will be distributed as per your wishes and your family will not be required to pay any more tax than necessary.



WHY CHOOSE US?

KEY BENEFITS

  • WE UNDERSTAND THE FIGURES

    We hate to state the obvious, but as accountants we understand the figures because it’s what we were born to do. Therefore, we are naturally best placed to advise when it comes to your financial affairs.

  • WE PROTECT YOUR FAMILY

    We work with you to make certain that your estate is structured in a tax efficient way to ensure your family benefit from your hard earned wealth, rather than HMRC. 

  • LIFE-LONG SUPPORT

    As accountants and advisors, we often work with business owners when they are just starting out all the way through to Exit Planning and Probate and Estate Management. This life-long support extends through to your family and beneficiaries during probate, who we will assist through these difficult times with efficiency, sensitivity and empathy. 

PROBATE AND ESTATE MANAGEMENT HELPSHEETS

YOUR PROBATE CHAMPIONS

Paul looks after a dedicated team of probate and estate management advisors in-house here to support you through this upsetting and often daunting process.

WHAT THEY SAID:

We talk the talk and walk the walk.

WHAT THEY SAID:
  • I would have never known that I could reduce my IHT liability by so much if it wasn’t for Paul. His advice was invaluable and came at a testing time! Thank You!

    Ricky Jordan, UK Car Servicing
  • The process has been smoother and much quicker than I ever could’ve imagined, and all done at a very reasonable cost. Thank you, Paul, for all of your help and support at such a testing time. You and your team provided an excellent service which is much appreciated

    Charles Boyd, 8 Northumberland

THE RAFFINGERS HUB

We love to talk business and will continue to share with you our business advice and tax planning strategies, helping you to get the most out of your business and your personal finances.

JOIN THE RAFFINGERS TRIBE

Tired of searching endlessly for blogs, books and emails that you hope will help you solve your business problems? Don’t worry, we’ve got your entire business journey covered. From how to secure funding and manage cashflow, right through to succession planning and everything in between. Sound good? Join the Raffingers Tribe to gain access to an ever-growing library including: 

  • Exclusive tribe events
  • Live webinars with incredible guest speakers 
  • Free downloads, workbooks and cheat-sheets 
  • A variety of articles covering all things business 

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