55 Beulah Road, Walthamstow, London

As Chartered Accountants we have extensive experience of managing accounts, taxation and the administration of an Estate following someone’s death. Pearson McKinsey has the expertise to tie up all Probate matters quickly, efficiently and as painlessly as possible and will advise on ways to minimise the Estate’s liability to taxes as much as possible.


“What is Probate?”
Probate is essentially a numerical exercise, i.e a balance sheet of the deceased’s assets (property, possessions, personal funds) and liabilities (debts) on death.

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Probate Services

We will deal with all aspects of Probate and Estate Administration as well as:

  • Research and assess the value of the deceased’s Estate.
  • Prepare Inheritance Tax accounts.
  • Deal with Income and Capital Gains Tax liabilities of the Estate.
  • Gather assets and pay creditors.
  • Advise beneficiaries and executors of the tax implications connected with selling any assets.
  • Prepare tax returns for personal representatives
  • Provide final Estate accounts.

Our Process

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Process

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Our Fees

Our fees are calculated on a time basis dependent on the complexity of the work involved. However the fee will be capped at 1.5% of the gross value of the Estate (2% in the case of foreign assets). This ‘fee capping’ lets you know the absolute maximum that the job will cost and gives us an incentive to ensure that the work is carried out efficiently with Probate obtained and the assets of the Estate distributed as soon as possible.

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