Berwick: 01289 302463

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Wills and Probate

Probate and Estate Administration

Our licensed practitioners are here to provide you with sensitive guidance, support, and peace of mind for the administration of probate for any estate size.

We understand how difficult handling someone’s legal and financial affairs can be, especially when dealing with a personal loss. But don’t worry; our team are here to help. We strive to provide as much or as little support as you need to get finances in order.

JH Greenwood & Company was the first accountancy firm in Northumberland and one of the few qualified accountancy firms in the UK to be licensed to carry out probate work following a significant change in the law. Before this change, only solicitors and banks were able to carry out this probate service.

Alongside our industry expertise, you can have total confidence in our team to handle the whole process on your behalf.

Estate management

A Guide to Probate

Probate and estate administration is a legal and financial process after someone dies. It can be a very complicated and lengthy procedure to complete. Our ‘Guide to Probate’ will help explain the process and the legal and financial terms used.

If the deceased were our client, we would likely have their necessary financial information, which makes the probate process as smooth as possible. However, we could still deal with the probate application if they were not a client—this is on the proviso that their existing accountant is not licensed to carry out this work.

We are always sensitive to your needs and emotions, especially while doing probate work. You can be sure that we will treat your legal and financial affairs discreetly and in the strictest confidence. This is to take the administrative burden away from you wherever possible.

The application for probate is the same, regardless of whether you carry out the estate and probate administration or if we complete it. This application involves:

  • Finding the will
  • Applying for the grant of representation
  • Administering the estate
  • Preparing the estate accounts
  • Distributing the assets to the beneficiaries of the estate

Our ‘Guide to Probate’ provides a more detailed process overview.

Wills and Probate Advice

Making a Will lets you decide what happens to your money, property and possessions after your death and ensures your family understand your wishes.

A Will is one of the most important legal documents you will ever sign. If you die without a valid Will in the UK, the law can decide who has responsibility for your children under 18. They can also determine who receives your money, property, cars, pets, and other belongings. Please note that the law varies between England, Wales, and Scotland.

At J H Greenwood & Company, we treat your wishes with the utmost sensitivity and confidentiality. We will work with you to assist you in putting your wishes in writing. If you are already a client, we will know your circumstances, simplifying the process.

After signing the Will, we can store it securely for you at no extra charge.

If you need to review your current Will, don’t hesitate to contact the office at 01289 302463 to discuss details with your appointed director. For new clients, we will ensure that a Director is appointed to your case to review your needs thoroughly.

Will writing services

Financial Planning and Wealth Management

JH Greenwood & Company are licensed practitioners for probate work. We also specialise in taxation, accounts preparation and estate planning.​

Estate Planning

JH Greenwood & Company can offer support and advice to organise your financial affairs, help plan your Will, and structure investments and pension plans.

Executorships

We take the time to guide executors through the administration of an estate to plan the way forward and explain the process of finalising estate accounts.

Financial Planning and Wealth Management

We offer independent, strategic advice to help you develop a clear financial strategy that evolves alongside your business or personal financial needs.

Retirement Planning

We understand that planning for retirement can be one of the most exciting times of your life. We work with private clients and business owners to plan for the future.

Inheritance and Tax Planning

We can help you understand Inheritance Tax saving and using annual exemptions or gifting surplus income to restructure assets for tax planning.

Trusts Planning and Administration

For overall planning for family affairs, we can assist with administering an existing trust or help you choose and operate one to meet your family’s needs.

Managing Will Writing Efficiently

As accountancy and tax specialists, we’re used to gathering and calculating financial and tax-related information. Doing so can reduce the time it takes to compile the information required to prepare your Will, and by speeding up the process, we can help you keep the costs down, leaving more for the beneficiaries.​

Competitively Priced

While solicitors and banks can also carry out probate work, they tend to charge a fixed percentage based on the estate's value, which could be as high as 4% even for simple estates.

We are very competitively priced compared with other probate specialists, and we are happy to assess your fee based on the volume and complexity of the work. We are confident that our approach to gathering the relevant information, calculating what tax is due and administering the estate is quicker and more succinct, therefore keeping costs to a minimum.​

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