Probate Services

Condy Mathias Eldercare Limited provides advice, support and assistance with probate.

Condy Mathias Eldercare Limited is licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.

When someone dies it is an emotional and distressing time for the family and many will feel unable to deal with the legal and administrative issues that require careful attention.

There are many issues that need to be considered: registering the death, attending to the funeral arrangements, completing all the necessary government forms and applying for a Grant of Probate.

As this is a stressful time the family may wish to place matters in the hands of an experienced professional team who can deal with matters in accordance with the law but also in a compassionate and caring manner. This is where Condy Mathias Eldercare Limited can provide all the support you need during this difficult period.

Our probate team is headed up by our tax director, Kathy Martin, who as a member of the Chartered Institute of Taxation (CTA) is experienced in both estates and trusts as well as dealing with the tax and broader financial matters affecting clients and their families.

Condy Mathias Eldercare Limited provides advice, support and assistance in the following areas:

  • Inheritance Tax Planning and Will preparation;
  • Lasting Powers of Attorney;
  • Estate administration; completing probate forms and applying/filing for Grant of Probate: including obtaining Grant of probate, collection of assets, dealing with property and the distribution of assets and the preparation of accounts;
  • Taxation issues during the period of administration;
  • On the role of the estate executor/administrator;
  • Acting as executor and/or trustee for those clients wishing to retain a professional Executor to assist the family in dealing with probate and estate administration;
  • Trusts for tax and succession planning;

Our probate team will ensure that matters are resolved as quickly and efficiently as possible, ensure you are kept advised throughout the process and do all we can to ensure the speedy distribution of the estate assets to the beneficiaries.

Details of our probate accreditation can be viewed at ICAEW.com/probate under reference number C004209667

We are committed to the principles of equal opportunities and respect for individuals in creating and maintaining an inclusive environment for all. Please click here to access our Equality & Diversity Policy together with details of our Probate Diversity Summary.

Interested in our accountancy services?

Why not contact Condy Mathias today for more information. Call or email us for an initial consultation.

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