Removing legal and financial burden whilst keeping you in control
Guidance on Estate, Inheritance Tax and Financial Planning
Here to support you during a difficult time
Collection and Distribution
Our team will accurately collect and distribute the estate assets
Easy and reasonable fees so you know what to expect
We will prepare the final accounts for the estate
What is Probate?
Put simply, Probate is a term used generically to refer to the process of dealing with the estate of a deceased person. The purpose is to make sure all relevant taxes are collected, money owing to creditors is paid, debts owed to the deceased are collected, and the remaining assets from the estate are distributed to the relevant beneficiaries in accordance with their wishes.
It can be an incredibly complicated procedure, and with this, in mind, we have created this Probate and Estate Administration Guide to help explain what’s involved, and the terminology that you may hear or read.
Meet our Probate Team
Tom Foster BSc (Hons) MSc ATT CTA
Tom is the head of taxation at Lewis Brownlee. Tom joined Lewis Brownlee from a top 20 firm in March 2014 and was promoted to the position of Tax Director in April 2017.
He has over 20 years’ experience as a general tax practitioner, during which time he has assisted both individuals and businesses to ensure their tax affairs are operated in an efficient and legitimate manner.
In his spare time, Tom enjoys sea fishing, playing cricket and spending time with his family.
- Capital Gains Tax
- IHT Planning
- EMI Share Schemes
- Property taxation
- Personal tax planning
- EIS and SEIS
- Trusts and Estates
- Research & Development
- Tax investigations
Sarah Alexander FCCA FCA
Sarah has worked in the accountancy profession for in excess of 25 years. She has been a partner/director at Lewis Brownlee for over 15 years.
Sarah is the Managing Director of Lewis Brownlee and has a large and varied portfolio. Her passion is working with owner-managed SMEs to ensure they get the best out of their business and not pay a penny more in tax than absolutely necessary!
Clients have described Sarah as “professional and straight-talking”, and said her “approach is both refreshing and informative”.
- Virtual FD/FC
- Management accounting and bookkeeping, including budgeting and cashflow forecasting
- Occupational pension schemes
- Solicitors and professional firms
- Subsidiaries of foreign parent companies
Georgina joined the company in 2016, coming from industry where she worked as an Accounts Assistant and gained her AAT qualification.
She is part of the Business Services Group as a Client Relationship Manager and her role includes audit assignments, the preparation of and corporation tax returns for both small and large companies and tax planning.
Georgina’s biggest professional accomplishment was becoming ACA qualified in April 2020 after passing all her exams first time. Her biggest personal achievement was buying her first home in December 2020.
In her spare time, Georgina enjoys walks in the local countryside, cooking and baking as we as spending time with family and friends.
Delivering Peace of Mind
Relieving you of the financial and legal responsibilities so you can focus on what matters
How can we help you?
Losing a loved one can be one of the most stressful and emotional times of your life. The last thing on your mind is dealing with the additional responsibilities of overseeing the legal and financial aspects of the deceased’s estate.
It is possible to undertake this process yourself. However, we have a dedicated team who can hold your hand and help you with every step along the way. We focus on removing as much of this burden from you as possible, while keeping you completely in control.
Most people assume that only solicitors and bankers are able to deal with probate, but thanks to a change in law some specially trained Chartered Accountancy firms are now also able to assist you.
Our team are fully trained, qualified and experienced to handle the probate and estate administration process for you, as well as giving you clear and concise guidance on estate planning, inheritance tax planning, trusts, executorships and financial planning.
If you are feeling stuck, confused or just want some help, please call our dedicated Probate team on 01243 782 423 or head to our Contact page.
Registered to carry on audit work in the UK and licensed to carry out the reserved legal activity of non-contentious probate in England and Wales by the Institute of Chartered Accountants in England and Wales. Details of the firm’s probate registration can be viewed at icaew.com/probate, under the firm’s reference number C003643128. Click here to see details of our complaints procedure. Click here to find our Provision of Services which includes details of our Professional Indemnity Insurance.