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

Please download our Diversity Survey for 2021 here.

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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