Estate management

Probate services

We have offices in London, Winchester, York, Bristol and Bury St Edmunds. Our wealth planning team can help create a tailored plan today.

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

Image of lighthouse looking through an open window, representing Estate management service

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
Latest insights