Wills and probate services
Planning for the future: safeguarding your wishes and wealth.
We understand that planning for the future can be a difficult topic, but it’s essential not to put it off. Let us help you create a plan that secures your legacy and provides peace of mind for you and your loved ones.
If we’ve been your accountants and advisors, we’re uniquely positioned to understand the full scope of your financial life. This knowledge allows us to provide the most informed guidance on safeguarding your wealth and ensuring your wishes are carried out.
Our services include drafting wills, guiding you on tax-efficient wealth transfer, and managing Inheritance Tax (IHT) planning. Whether you’re an existing client or new to Bates Weston, we can help you create a plan that fits your needs.
In addition to traditional estate planning, we are among the few accountancy firms licensed by the ICAEW to handle probate work. This means we can assist you and your family not only in writing wills and setting up trusts but also in applying for probate and administering estates. Our comprehensive support ensures continuity, so we’re here for you and your family through every step, even in the most challenging times.
We believe in transparency when it comes to our services and fees. To learn more, please review our service guidelines and prices for probate, will writing, and lasting power of attorney services.
Inheritance tax, trusts and estate planning
Understanding how IHT will affect you and how you can pass on your wealth tax effectively.
Probate
Guiding you through probate quickly and easily, and supporting your role as executor.
Will writing
Make sure your money and possessions are distributed according to your wishes.
Bates Weston is the trading name of Bates Weston Probate LLP, a Limited Liability Partnership. Registered No. OC429514 England and Wales. Registered Office: The Mills,Canal Street, Derby DE1 2RJ. A full list of members can be found at the office. Bates Weston Probate LLP 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. All firms accredited by the ICAEW for probate services are required to collect, report and publish diversity data about their employees. View data.
Meet your wills & probate team
Related posts
Inheritance Tax on your pension
Unused pension schemes will attract Inheritance Tax on death from 6 April 2027. Craig Simpson, Tax Partner at Bates Weston looks at the changes and the impact on the tax burden on your estate and beneficiaries.
Inheritance Tax Reforms?
Bates Weston’s Tax team take a critical view of the Inheritance Tax reforms proposed by the All Party Parliamentary Group (APPG). The suggested reforms to the current Inheritance Tax regime are proposals, not yet policy, and will be heavily lobbied against.
Inheritance Tax Planning After Death
Inheritance Tax planning after death is both possible and effective using a deed of variation to a will within 2 years of date of death
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