Probate & Estate Administration

Probate & Estate Administration

FMY Accountants simplifies the probate process with sensitivity and precision. We prepare Inheritance Tax (IHT) returns (IHT400), value estates (including overseas assets and business interests), and liaise with solicitors to expedite grants of probate. Our strategies minimize IHT through nil-rate bands, charitable donations, and timely use of reliefs like APR or BPR.

For complex estates involving trusts or contested wills, we provide forensic accounting support and expert witness testimony. Post-probate, we assist with estate distributions, trust management, and ongoing IHT planning to protect beneficiaries.