Probate & Estate Administration

Through our specialist SRC Legal team, we provide probate and estate administration services, helping families navigate the process with clarity, sensitivity and confidence.

Our SRC Advisory and SRC Legal specialists work closely together, combining expertise in probate and estate administration with an understanding of the financial and tax matters involved. This joined-up approach helps ensure that estates are administered carefully and efficiently, while providing families with consistent support throughout.

Our Probate & Estate Administration services include:

• Applications for Grants of Probate
• Estate administration and preparation of estate accounts
• Inheritance Tax, Income Tax and Capital Gains Tax reporting
• Assistance with valuing estate assets
• Liaising with HMRC, banks and other financial institutions
• Support with distributing assets to beneficiaries

Here for you, every step of the way

Whether you're acting as an executor, managing a family member's estate or simply unsure where to begin, our team is here to guide you through the process.

We take the time to explain what needs to happen, answer your questions and provide clear, practical support at every stage, allowing you to focus on what matters most.

Find out more about our probate and estate administration services on the SRC Legal website.

Visit SRC Legal