PROBATE SERVICES
from MARSLAND NASH

Losing someone close is never easy and can feel overwhelming...our probate service helps take that weight off your shoulders handling the financial and tax responsibilities with care, clarity and professionalism.

Probate & Estate Administration Services

Supportive, expert guidance when your family needs it most Losing someone close is difficult enough without the added pressure of dealing with legal forms, tax calculations and estate paperwork. Our licensed probate team is here to make the process as smooth and stress‑free as possible, offering clear guidance, practical support and a calm, professional approach throughout.

As an accountancy practice with specialist probate authorisation, we combine financial expertise with compassionate service — giving families a single, trusted place to turn during a challenging time.

How We Help

Applying for Probate

We take care of the full probate application from start to finish, ensuring everything is completed accurately and efficiently. This includes:

Valuing property, investments, business interests and personal assets
Preparing and submitting all inheritance tax forms and supporting schedules
Liaising with HMRC and the Probate Registry on your behalf
Ensuring the application progresses smoothly and without unnecessary delays

You receive clear updates — we handle the detail.

Why Families Choose Us

A single, trusted point of contact
Clear, fair pricing
Fixed‑fee or time‑based pricing with no percentage charges.
Friendly, approachable support
We explain everything in plain English and keep you updated throughout.
Efficient, professional service

Our experienced team ensures the process is handled smoothly and with care.

Complaints

If you would like to talk to us about how we can improve our service to you, or if you are unhappy with the service you are receiving, please let us know by contacting our Head of Finance and Administration Zohan Nash zohan.nash@marslandnash.com.

The right to make a complaint is free of charge. We will consider carefully any complaint that you may make about our probate services as soon as we receive it and will do all we can to resolve the issue. We will acknowledge your complaint within five business days of receiving it and we aim to provide a full response as soon as possible and within eight weeks.

If you are not satisfied with our final response, or we have not resolved your complaint within eight weeks, you can refer the matter to our professional body, ICAEW and the Legal Ombudsman. The Legal Ombudsman is an independent and free service for resolving complaints about legal services.

There are some time limits on using the Legal Ombudsman. You must make your complaint to them:

No more than one year from the date of act/omission being complained about; or
No more than one year from when you should reasonably have known there was cause for complaint
Within six months of receiving our final response to your complaint from us and

The Legal Ombudsman may, in certain circumstances, accept complaints outside these time limits where it considers it fair and reasonable to do so.

The Legal Ombudsman expects complaints to be made to it within the time limits set out above. Further information is available from the Legal Ombudsman.

The contact details are as follows:

Via Post

Legal Ombudsman

PO Box 6806

Wolverhampton WV1 9WJ

Tel: 0300 555 0333

Email: Enquiries@legalombudsman.org.uk

Full Estate Administration

Once probate is granted, we can manage the entire administration of the estate, including:

Collecting in assets from banks, investment providers, pension schemes and insurers
Settling debts, taxes and final bills
Preparing detailed estate accounts for beneficiaries
Distributing the estate in accordance with the will or intestacy rules

Our aim is to give families complete peace of mind, knowing everything is being handled professionally and with care.

The Probate Process

Initial meeting to understand the estate and your needs
Gathering information and valuing assets
Completing inheritance tax forms
Submitting the probate application
Grant of Probate issued
Collecting in assets and settling liabilities
Preparing estate accounts
Distributing the estate to beneficiaries

We guide you through each stage with clarity and compassion.

ICAEW’s Compensation Scheme

In the unlikely event that we cannot meet our liabilities to you, you may be able to seek a grant from ICAEW’s Legal Services Compensation Scheme. Generally, application for a grant must be made to ICAEW within 12 months from the date you became aware, or reasonably ought to have become aware, of any loss. Further information about the scheme and the circumstances in which grants may be made is available on ICAEW’s website: Legal Services Compensation Scheme arrangements | ICAEW.

Specialist Expertise

As tax advisers and accountants, we bring additional skills that are especially valuable in more complex estates:

Valuation of business interests and private company shares
Advice on Business Property Relief and Agricultural Property Relief
Capital gains tax planning during the administration period
Income tax returns for the estate and the deceased
Guidance on tax‑efficient timing of asset sales and distributions

This combination of probate and tax expertise helps protect the value of the estate and ensures beneficiaries receive the maximum inheritance possible.

Our Fees

We believe in clear, fair and transparent pricing. At a time when families need certainty, we make sure costs are straightforward and agreed from the outset.

Our probate application service is offered for a fixed minimum fee starting from £1,250 plus VAT, covering all inheritance tax forms and the application for the Grant of Probate. We will advise you of the fixed fee when we understand exactly what the estate comprises.
Where we are instructed to carry out the full estate administration, our fees typically start from £7,500 plus VAT.

More complex estates — for example those involving business interests, multiple properties, trusts or international assets — may require additional work. In these cases, we will always provide a clear estimate before any fees are incurred.
For some estate matters we may have to charge an hourly fee and if this applies you will be advised beforehand. Our hourly charge out rate is £250 plus VAT per hour.

Professional Indemnity Insurance

In accordance with the provision of Services Regulations 2009 and the ICAEW Professional Indemnity Insurance Regulations, our firm maintains Professional Indemnity Insurance Cover up to a maximum of £500,000 and is capped at this level.

We are licensed by the Institute of Chartered Accountants In England and Wales to Carry out the reserved legal activities of non-contentious probate and the administration of oaths in England and Wales.

Details of our probate accreditation can be viewed at icaew.com/probate under reference number C011006454.

Corporate Services

Specialist Taxation Services