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Probate

Probate

As specialist probate accountants, we will deal with all aspects of Probate and Estate Administration we will:

Research and asses the value of the deceased’s Estate
Prepare Inheritance Tax accounts
Deal with Income and Capital Gains Tax liabilities of the Estate
Gather assets and pay creditors
Advise beneficiaries and executors of the tax implications connected with selling any assets
Prepare tax returns for personal representatives
Provide final Estate accounts

It goes without saying that one of the main advantages of using LHP for this service is that we have a unique inside knowledge of the deceased’s financial affairs.

Please find our fees for obtaining Probate here.

LHP Probate Diversity Survey 2019

Testimonials

Having been clients of LHP for the last 17 years or so I regard them as friends who have my best interests at heart. During this time I have always found them to be efficient, friendly and courteous and they have been extremely helpful with sound financial advice on many fronts ranging from taxation to investments.

I look forward to the association with LHP for many years to come.

Tim Lewis -West Wales Dental and Implant Clinic

From the free Quickbooks training sessions to the ongoing support from Matthew’s team, they have made the move to Quickbooks, due to MTD, a breeze. We couldn’t highly recommend him and his team enough. The monthly subscription covering all of our fees is a really cost effective way of paying our costs. But more importantly he has a real understanding of what we need from our business and advise us accordingly.

John123

From the moment that I transferred my accounting to LHP I felt they had my best interests at heart. They are committed to helping you understand the best ways to manage elements of your business, as well as taking the time to understand your business. The information is clear, concise and delivered in a friendly informative manner.

When you are busy doing what you do best, it make good economic sense to let them do what they do best – save you money! Highly recommended and trusted firm of a…

Sarah Ray, Design Marque - Graphic Designer

Wish I had Xero 20 years ago.

Chris James - Pharmacist Director at Walter Lloyd & Son Ltd

LHP have shown that accounting is about more than just end of year accounts, and just as much about helping me manage my accounting needs throughout the year getting good solid tax and vat advice along the way.

They have also helped by listening when I have query and sign posting me to other services that have given me guidance on other business issues and by opening up other the business networks in financing and legal advice within an associate network throughout west Wales

Dai Nicholas

Nicholas MKTG - Experienced business consultant and manager.

Easy person to discuss requirements with, spent 3/4 hour over the phone discussing my needs. Willing to sort out set up and training and assist in systems audit of my current process

dr930

Rhys is terrific to work with. He helped us close our books each month, keep our taxes on-track, and readily answer day-to-day questions. Cares as much about my business as I do, which is great to see. He picks out problems before they happen and always explains everything to me and makes sure I have gone away understanding what that problem was so ensure it wouldn’t arise again. I am now finally confident in my ability to understand my own business. Highly recommended!! Diolch Rhys!

Greenhouse1899

We value LHP’s advice and the efficient way they undertake responsibility of the accounts and their knowledge of farming in invaluable together with the pleasant manner in which they conduct their business.

Messrs Brown, Lower Llantydwel, Tavernspite - Dairy Farmer

Excellent professional and practical advice on all aspects of my business and personal tax affairs – no problem is too great or too small for them to resolve.

Evans and Davies Solicitors - Solicitors Aberaeron and of The Hive Aberaeron.

We are a local construction company and have been using LHP for a few years. We find them to be very efficient and accessible. They are extremely pro active and give excellent advice on both accountancy and taxation matters for our business. All the staff that we have dealt with in the office are friendly and extremely knowledgeable and it is important to us that the majority of them speak Welsh.

Fabricators and erectors of steel framed buildings

S J Construction (Gwili) Ltd

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Probate

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