Estate management

Probate services

Estate management

Probate services

We offer support in dealing with a deceased estate via a comprehensive range of probate services.

Accessed via an investment manager, this service complements our wealth and investment propositions for lawyers and accountants.

Get in touch

If you have any questions or would like to get in touch, submit a callback request below and we will contact you as soon as possible.

Call us on...

020 7600 1660

Helping you help your clients

Helping you help your clients

Our probate service provides detailed valuations to comply with IHT and Confirmation purposes including:

  • Full ex-dividend and interest payment data
  • Verification of assets
  • Registration of death
  • Assist with the transfer of assets
More information

From our early days as a stockbroker we have listened to our clients’ needs. Now as a full-service wealth management firm we have evolved to serve many generations of investors, in line with their individual wealth requirements.

What our client say

The team provide great personal service, I value the advice and have always felt that they keep my best interests in mind.

Client survey feedback

Meeting individual requirements

We often work closely with a client’s lawyers and accountants to ensure the client receives the best possible service.

Brett Bayliss

Investment Director, Head of Branches

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