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FOR SOLICITORS AND PROBATE TEAMS
Estate Tax Services for Solicitors
Date of death and administration period tax support for solicitor firms and probate teams.
Specialist support with a deceased client’s UK tax affairs to the date of death and during estate administration. We work alongside your firm, manage the tax work in scope and keep you informed as the estate progresses.
Explore the service
For individual matters or an ongoing referral arrangement.
SPECIALIST SUPPORT
From initial review to HMRC closure
01
Tax position at date of death
02
Returns and repayment claims
03
Administration period tax
04
HMRC liaison and updates
A defined scope. A clear point of contact.
WORKING ALONGSIDE YOUR FIRM
Tax expertise for the estate matters on your desk.
Estate administration often brings together tax returns, repayment claims, outstanding liabilities and correspondence with HMRC. Our team can take responsibility for the agreed tax work while your firm retains oversight of the wider probate matter and client relationship.
We review the information available, identify what needs to be filed or resolved, and set out what is required from you and the executors. You receive practical progress updates and a clear view of outstanding actions.
SCOPE OF SUPPORT
What we can take care of
We agree the work needed for each estate before it starts.
01
Initial tax review​
Review the deceased’s tax position and estate information, then advise what further work or documents are needed.
02
Date of death returns
Prepare and submit outstanding personal tax returns where required, including the tax year ending on death.
03
Repayment claims
Identify and prepare relevant tax repayment claims where the records indicate tax may be due back.
03
Administration period
Assist with income tax and capital gains tax reporting arising while the estate is being administered.
HMRC correspondence
Check the known tax position, deal with relevant HMRC queries and track outstanding matters.
06
Case communication
Keep your team updated on progress, information requests and actions needed to close the tax work.
A STRAIGHTFOWARD PROCESS SECTION
Easy to instruct. Clear throughout.
We fit into your probate workflow and establish responsibilities at the outset.
01
Tell us about the estate
Share the broad estate profile and the tax work you need help with. We confirm the proposed scope and fee.
02
Provide the records
We issue engagement documents, authority paperwork and an information checklist tailored to the work.
03
We progress the tax work
Our team prepares the agreed filings, handles relevant HMRC contact and keeps you updated.
WORKING ARRANGEMENTS
A fee structure that fits your caseload.
Every estate has its own assets, records and tax history. We provide a fixed price for an agreed scope after an initial review of the matter.
Case by case
Instruct us for a particular estate when your team needs additional tax capacity or specialist support.
Ongoing relationship
Discuss an arrangement for a regular flow of estate matters, with scope and commercial terms agreed for your firm.
We consider estate value, tax work and available information when preparing a quote.
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