Probate, Wills, and Inheritance Tax
Life can change in a matter of seconds. Inheritance tax planning, including drafting a will, is all about being prepared for the unexpected and making sure your asset is passed onto your loved ones.
Many people are unaware that accountants with expertise, such as P&CO, can help clients draw up a will and are fully licensed to provide inheritance tax planning and probate services. We have specialists in inheritance tax planning and probate (the right to deal with a deceased person's estate) and thus are well-suited to advice on this matter.
​Why Choose P&Co?
​As an UK accountancy firm focused on the oriental market, P & Co offers a comprehensive estate planning and probate service that includes will writing, inheritance tax planning and probate services. Our team comprises of qualified accountants with an Asia and UK background who share your culture, language and community and truly understand your needs.
Professional Indemnity Insurance and Probate Compensation Scheme Arrangements
In the unlikely event that we cannot meet our liabilities to you, you may be able to seek a grant from ICAEW’s Probate Compensation Scheme. Our professional indemnity insurance cover is £2m. Generally, applications for a grant must be made to ICAEW within 12 months of the time you became aware, or reasonably ought to have become aware, of the loss.
To accord with requirements of the Legal Services act 2007, this scheme is available for clients of firms accredited for probate by ICAEW who can apply for compensation if they have suffered a loss that was in consequence of fraud or dishonesty, or a failure to account for money that was received by an accredited probate firm. There are certain limits on how much can be paid out and in what circumstances, full details can be found on www.icaew.com. To apply please email claire.phillips@icaew.com.To accord with requirements of the Legal Services act 2007, this scheme is available for clients of firms accredited for probate by ICAEW who can apply for compensation if they have suffered a loss that was in consequence of fraud or dishonesty, or a failure to account for money that was received by an accredited probate firm. There are certain limits on how much can be paid out and in what circumstances, full details can be found on www.icaew.com. To apply please email claire.phillips@icaew.com.
Legal Ombudsman
If you would 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 by emailing your point of contact at P&Co or here.
If we do not deal with your complaint in this time, or if you are unhappy with our response, you may of course take up the matter with the Legal Ombudsman.
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The Legal Ombudsman’s ability to deal with your complaint is dependent on the following factors;
a) you must refer the complaint to the Legal Ombudsman no later than:
- six years from the act/omission; or
- three years from when you should reasonably have known there was cause for complaint; and
b) you must refer the complaint to the Legal Ombudsman within six months of the date of our written response.
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Contact details for the Legal Ombudsman
T: 0300 555 0333
E: enquiries@legalombudsman.org.uk
Legal Ombudsman, PO Box 6806, Wolverhampton WV1 9WJ
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P & Co is registered with ICAEW. If you want to complain to ICAEW, please visit here.
For information on the ICAEW Probate Compensation Scheme, please visit the ICAEW's website. ​
Diversity Statement 2025
P and Co Services Ltd is a 2-partner and 1-staff firm and all have completed the probate diversity questionnaire provided by ICAEW.
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Both partners are married male Chartered Accountants with appropriate professional qualifications, 1 in the age band 35-44 and the other in the 65 and over age band. The staff is a qualified female in the 55-64 age band.
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None of the members have a disability and 2 are Asian Chinese of heterosexual orientation and 1 is White British of heterosexual orientation.
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The firm will continue to monitor our diversity and if we need to recruit in future, it is intended to have a diverse workforce based on skills of the candidates applying.
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Probate, Wills, and Inheritance Tax services are provided by P and Co Services Ltd.
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P and Co Services Ltd is authorised 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 the firm's probate registration can be viewed at icaew.com/probate, under the firm's reference number C008924235. P and Co is a trading name of P and Co Services, a limited company registered in England and Wales (Registration No: 13197417). The registered office is 18 Ensign Street, London E1 8PA, UK.​​
Probate Fees
Our fees are based on the time involved, not the value of an estate. This means we are able to offer a competitively priced probate and estate administration service.
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Fees will vary depending upon the level of work involved and complexity of the Estate.
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Following an initial conversation with you, we will provide a fixed fee quote for the above work as required. The fee will typically range between £1,500 plus VAT and £10,000 plus VAT, depending on the complexity of the estate and the level of support required.
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We would strongly advise you to contact us as we will be able to provide you with a more accurate estimate at the initial meeting once we have further details of the estate.​​
Your Success Is Our Success
Our ethos is simple. Using our expertise, network, and presence to help you succeed will in turn bring success to P&Co. We go beyond accounting, acting as true partners in your business. This approach ensures you receive not only excellent technical work but also added value that exceeds expectations.
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#YourSuccessIsOurSuccess