Probate Services

Since a change in law in 2014, Accountants have been able to carry out work in the probate sector which was previously reserved for legal practitioners.

We at H D Pritchard & Co can now carry out this work for clients through our sister company H D Pritchard Probate Ltd.

Our background knowledge of client assets and associated tax considerations gives us an advantage over a solicitor who would traditionally carry out this type of work. This allows us to give a more personal service.

Please see below a list of available services:

  • Reviewing Wills and suitability of executors
  • Inheritance Tax and Capital Gains advice
  • Completing Inheritance tax forms after death
  • Income Tax advice for the administration period
  • Estate administration
  • Obtaining grant of Probate
  • Completion of final Estate Accounts

Should you wish to enquire about any of the services offered then please do not hesitate to contact a member of the team on 01267 237340.

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H D Pritchard & Co, Old Oak House, 49-51 Lammas Street, Carmarthen SA31 3AL
H D Pritchard & Co, Old Oak House, South Parade, Tenby SA70 7DL
H D Pritchard & Co, Old Oak House, 12 Priory St, Cardigan,West Wales SA43 1BU

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