Probate & Estate Administration

Probate & Estate Management

We are the only independent Cornish firm of Chartered Accountants and Chartered Tax Advisers that offers a complete Probate service. Our in-house Probate team offers a high level of expertise and a friendly service.

We can manage the entire process on your behalf, ensuring that you are kept up-to-date with every step. As Chartered Tax Advisers, we can also seek to optimise the Inheritance Tax reliefs available and ensure that nothing is missed. Our combined level of in-house probate and tax expertise is unrivalled in Cornwall, ensuring that the Probate process goes as smoothly as possible for our clients.

At the outset of the matter, RRL will provide you with an option of either an upfront fixed fee calculated on the likely work required or an hourly rate. For more information on the costs and work involved associated with RRL’s Probate service, click here

It is possible to vary the contents of the will of the deceased up to two years after their death, which may provide the opportunity to save significant amounts of Inheritance Tax. Our Tax Team can review the will and estate assets in order to ensure that the tax saving opportunities are not missed. 

Our sister firm, RRL Wills Limited, provides Wills, Powers of Attorney and Deeds of Variation preparation services,  providing security, peace of mind and freedom of choice when dealing with complex situations. Contact RRL Wills here.

For more information about our Probate services,
please email Nick Latimir or call 01872 276116/01736 339322.