Why work with us

Kindness to our core

Feeling lost or unsure? If you’re in real need of a people-focused, warm and just downright helpful service that completely takes away the stress of the world of probate, then you’ve come to the right place.

With the complexity of the probate process, having an experienced team of accountants by your side during a sensitive time will alleviate any stress. Our team can assist with gathering the deceased’s assets, valuing the estate, calculating any tax or outstanding bills due, and distributing the estate according to the will.

We can offer peace of mind at an extremely challenging time and comply with the latest legislative changes to resolve probate problems.

The probate process

So that nothing comes as a surprise, to give you additional peace of mind, here is an outline of our process. This is tried and tested, will minimise any difficulties and leave you feeling calm and in control.

Step 1

Step 2

Step 3

Step 4

Step 5

l

Will or no will

Is there an existing will, which will either lead to probate or letters of administration.

Valuation

We will determine the value of any assets that might have been held by the deceased.

Inheritance Tax

We help to calculate any inheritance tax, advising you on how best to pay within the deadline.

i

Obtaining the grant

If probate or letters of administration are required, we will help with the application process.

Administration

We will help with management of the estate, including  beneficiary payments.

Step 1

l

Will or no will

Is there an existing will, which will either lead to probate or letters of administration.

Step 2

Valuation

We will determine the value of any assets that might have been held by the deceased.

Step 3

Inheritance Tax

We help to calculate any inheritance tax, advising you on how best to pay within the deadline.

Step 4

i

Obtaining the grant

If probate or letters of administration are required, we will help with the application process.

Step 5

Administration

We will help with management of the estate, including  beneficiary payments.

Timings and steps may vary from case to case. For more information, or if you have any queries, please get in touch or browse our questions answered page.

What makes us care

Why and how you do things matters. At Harries Watkins Jones, everything we do is underpinned by our core values. Our care for you has to meet these standards, to make sure that you get the support you need.

Z

Kindness

Z

Knowledge

Z

Dedication

Z

Trust

What our clients say

Don’t just take our word for it. We know how important it is to feel that your money is in good hands, both with us and in the future. Our past endeavours have left us with some wonderful reviews. We always like to let our work do the talking for us.

“Harries Watkins Jones provided me with a top-notch service when filing my tax return for an inherited property. They were aware that I was struggling with the emotional side of things and they provided a clear and professional service while maintaining sensitivity throughout. During the pandemic they provided me with the same level of service remotely and were at hand at all times for queries.”

Mr R Hext

“I have always found Neil easy to deal with and I have appreciated his professional advice.”

Gerald

“Professional yet friendly, the total experience was hassle free and all communication was clear precise and to the point. All telephone communication was helpful friendly and clear.”

Maldwyn

“I’ll definitely be staying with Harris and Watkins for many years to come! They’ve been quick to answer all my questions and eased my mind after a tough year.”

Lewis Long

Control your future

To find out more about how we can help you, or even just talk through any of your probate questions, don't hesitate to get in touch.