top of page

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.

probate_pcollp_35cm6d35cm6d35cm_cp1_jpg.jpg
002cd4_2d48efc3227e47b3945a682eac7f3ae1_mv2_d_2869_3586_s_4_2_edited.jpg

How We Can Help

 

 

With the help of P & Co, you can provide financial and practical support for your family so they receive the greatest benefit from your estate. Our services include:​

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 

We have professional indemnity insurance in place in accordance with ICAEW regulations. Our professional indemnity insurance cover is up to a maximum of £1.5 million in any one claim, legal costs in addition and is capped at this level.

​

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.

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.

​

Contact details for the Legal Ombudsman
T: 0300 555 0333
E: enquiries@legalombudsman.org.uk
Legal Ombudsman, PO Box 6806, Wolverhampton WV1 9WJ

​

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.

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.

None of the members have a disability and 2 are Asian Chinese of heterosexual orientation and 1 is White British of heterosexual orientation.

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.

 

Probate, Wills, and Inheritance Tax services are provided by P and Co Services Ltd.

pcollp_rq66wdrq66wdrq66_sq1_jpg.jpg

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.

​

#YourSuccessIsOurSuccess

bottom of page