Dealing with someone’s estate can feel unfamiliar, particularly if you’re acting as an executor for the first time. Probate involves collecting information about the estate, dealing with HMRC where necessary and administering the estate before assets can be distributed to beneficiaries.
At Monahans, we provide probate and estate administration services alongside specialist tax advice, helping executors and families manage every aspect of the process.
Our probate services include:
Probate is the legal process of administering someone’s estate after they have died. Depending on the circumstances, this may include obtaining a Grant of Probate, valuing assets, paying any tax due and distributing the estate to beneficiaries.
Not always. Whether probate is required depends on the value of the estate, the assets involved and how they were owned. We can advise whether a Grant of Probate is likely to be needed.
Yes. We can act as executor where appointed or work alongside family members who have been named as executors in a will.
Yes. Probate and Inheritance Tax are closely linked. We can prepare the necessary tax returns, calculate any tax due and advise on the reliefs available.
Our probate services are charged according to the work involved, rather than as a percentage of the estate’s value.
Probate often involves legal, financial and tax matters. As chartered accountants with specialist tax expertise, we can advise on both the administration of an estate and the associated tax implications.
Our probate services are provided through Sumer Probate Limited, which is licensed by the Institute of Chartered Accountants in England and Wales (ICAEW) to carry out the reserved legal activity of non-contentious probate in England and Wales.
We offer clear pricing based on the time spent administering an estate, rather than charging a percentage of its value.
The fees for our services are charged on the basis of the time spent at hourly rates for the individuals involved on your assignment (the cost is dependent on the seniority of the person carrying out the work).
We will provide you with an estimate of our fee for the work that we have agreed to undertake on your behalf, prior to work starting. Additional services will be charged at the relevant hourly rates and agreed in advance.
Invoices will be raised throughout the assignment unless otherwise agreed. We do not usually demand settlement of fees until after you have obtained probate and have access to funds in the estate.
Costs incurred on your behalf, such as the probate application fee, will be added to our charges but are not subject to VAT.
We do not charge fees based on the value of the estate.
If you’d like to talk to us about how we could improve our service to you, or if you are unhappy with the service you are receiving, please let us know.
We will carefully consider any complaint you make about our probate or estate administration work as soon as we receive it and do all we can to resolve it. We will acknowledge your complaint within five business days of its receipt and endeavour to deal with it within eight weeks. If we do not deal with your complaint within this time, or if you are unhappy with our response, you may refer the matter to the Legal Ombudsman.
To make a complaint to the Legal Ombudsman, you must:
For more information on our Probate service, please contact James Gare on 01225 785520, send him an email or complete our enquiry form.
Our regulator, the Institute of Chartered Accountants in England and Wales (ICAEW) provides information for consumers through its Consumer Hub.
Regulatory information
Sumer Probate Limited is 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. Details of our probate accreditation can be viewed at icaew.com/probate under reference number C011003341.
6 July 2026
6 July 2026
6 July 2026
6 July 2026
6 July 2026
23 June 2026
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