Knowledge and experience

Proudly Serving Customers in Devon, Somerset, and the Surrounding Areas

Comprehensive Probate Services for Tiverton Clients

At Paul Steele Chartered Accountants, we provide friendly and professional support through the probate process to help family members and executors at a difficult time. This is a regulated legal service traditionally carried out by solicitors and banks. However, a change in the law now allows licensed chartered accountants to carry out this activity. Call us, in Tiverton, Devon, to learn more about this work.

In most situations, our probate services can be completed at a fraction of the cost usually charged by solicitors and banks.

What We Do

What We Do

  • Obtain the grant of probate or if there is no will the letters of administration

  • Make the necessary inheritance tax returns to the Inland Revenue

  • Administer the estate by arranging:

What we do - subtext

  • The disposal of assets

  • Closure of bank accounts

  • Payment of the estate's creditors

  • The distribution of the net estate to the beneficiaries

For further information,

on the probate services and inheritance tax assistance we offer, call us, in Tiverton, Devon.

Get in Touch

Get in Touch

Paul Steele Chartered Accountants
18 Newport Street, Tiverton,

Devon, EX16 6NL

Useful Information

Monday - Friday 08:30 - 17:00

Proudly Serving Customers in Devon, Somerset, and the Surrounding Areas

Useful Links

Paul Steele Limited, registered as a limited company in [England and Wales] under company number: 03134189


Professional Indemnity Insurance
In accordance with the disclosure requirements of the Provision of Services Regulations 2009, our professional indemnity insurers are Munich RE – Lloyds Syndicate 457 and Great Lakes Insurance SE both of Plantation Place, 30 Fenchurch Street, London EC3M 3AJ. The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada.

Probate
Licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.

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