Chartered Accountants specialising in Probate and Estate Administration services

Offering our clients greater access to justice


Who we are


Optimum Probate & Estate Administration are a firm of chartered accountants that was set up to deal with matters related to Probate and Estate Administration.The firm provides help and support to individuals going through the Inheritance tax and Probate and Estate Administration process. Losing a loved one is never easy, and having the added burden of administering their estate can be emotionally draining. These matters are not always straightforward and normally require the assistance of a specialist. A service of this nature can be quite expensive and can leave you with a lot less than you inherited and are entitled to.

Chartered accountants granted opportunity


Recent changes in legislation have meant that the reserved legal activity of obtaining the Grant of Probate, which once upon a time could only be performed by a legal professional can now also be performed by chartered accountants. As long as the matter is non-contentious, Optimum Probate & Estate Administration will be able to act on your behalf and obtain the Grant of Probate. The intention of the changes in legislation is to provide individuals with greater access to justice and allow such services to be provided more cost-effectively.

Planning ahead


In situations like this, advance planning can always make the process easier and less burdensome. Optimum Probate & Estate Administration can help with the planning required to take care of loved ones. Whether it be related to Inheritance Tax Planning or assistance with Will writing, we are here to help. We also provide a range of other services that can assist with the various tasks during these tough times.  If you are in the unfortunate situation of having to administer the estate of someone close to you, please get in touch with Optimum Probate & Estate Administration who are there to support you through this tough time, and offer the expertise required.

Will Writing

We advise our clients to create a Will. By not having one can cause more anxiety and stress and create an unnecessary admin burden.

Grant of Probate and Estate Administration

Once upon a time, obtaining the Grant of Probate could only be obtained by the legal profession. Changes in legislation now mean that chartered accountants are also able to offer this service. Handling the affairs of the deceased is no easy task, therefore our professionals are able to assist.

Power of Attorney

If you are unable to handle your affairs, you want the peace of mind that they are being handled by someone who is trustworthy and competent.