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4 December 2024
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Condy Mathias, a leading accountancy firm, is expanding its comprehensive probate service to people across the South West.
This innovative offering is designed to help families navigate the complex and often overwhelming process of estate management following the loss of a loved one.
Led by experienced Chartered Tax Adviser and Director, Kathy Martin, the probate service provides much-needed support for executors and family members.
This includes support with obtaining Grants of Probate, preparing estate tax returns, settling outstanding tax liabilities, and providing expert tax and succession planning advice.
The death of a loved one is a difficult time and dealing with the legal and administrative responsibilities of probate can be a burden.
Kathy Martin, Tax Director at Condy Mathias, said: “We understand how daunting the probate process can be, which is why our team is committed to offering compassionate, professional support.
“Our goal is to help families manage estates smoothly, without the added stress of complex tax matters or financial concerns.”
Condy Mathias’s probate service stands out due to its specialised focus on taxation and financial planning.
Licensed by the Institute of Chartered Accountants in England and Wales (ICAEW), Condy Mathias offers services traditionally provided by solicitors but with a deeper understanding of tax and estate management.
Importantly, the firm only charges fixed fees based on the complexity of the estate, avoiding the percentage-based fees charged by many.
To assist those starting the probate process, Condy Mathias has also launched a new dedicated Guide to the Probate Process.
The guide, available via the firm’s website, is designed to help families understand the steps involved when a loved one passes away and the responsibilities they may face as executors or beneficiaries.
For more information on Condy Mathias’s probate service or to download the guide, please click here.
