020 8275 0669enquiry@bellmaison.co.uk

Estate Planning and Probate

We understand how difficult it can be to handle someone’s legal and financial affair

At Bell Maison, we specialise in Wills and Probate services, as well as Inheritance Tax planning – helping you protect your legacy and provide for your loved ones.

Here to Help, Plan & Protect.

How Can We Help You?

We understand how difficult it can be to handle someone’s legal and financial affair

Probate has traditionally been restricted to the legal profession… but not anymore. Through being accredited probate advisors, we are now able to support you throughout your life and are able to extend this support to your family and beneficiaries during probate.

Following a major change in the law, we were one of the first accountancy firms in Barnet to be authorised to carry out probate work. Prior to this, only solicitors and banks could carry out this work.

We understand the figures and are tax experts; we therefore have the expertise to handle the probate process reliably, confidentially and professionally. You can be rest assured that your estate will be distributed as per your wishes and your family will not be required to pay any more tax than necessary.

We are licensed practitioners for probate related work and specialists in all aspects of taxation, accounts preparation and estate planning. As such, Bell Maison is the best placed to take care of your probate and estate administration work.

We understand how difficult it can be to handle someone’s legal and financial affairs, particularly at a time when you’re likely to be coming to terms with the death of someone close. But don’t worry, we’re here to help and can provide as much or as little support as you need.

To ensure we offer a cohesive service of the highest standard, ensuring you receive the right advice for you from the best people, our Probate service is undertaken by Bell Maison Probate Services Ltd is authorised by the Institute of Chartered Accountants of England and Wales to carry out the reserved legal activity of non-contentious probate in England.

Some Basic Facts!

  • Everyone should have a Will, but 2 out of 3 people have not yet made a Will and those that have, may not have the correct Will in place.
  • An estimated 40,000 people per year have to sell their homes to pay for care.
  • A large proportion of any inheritance is lost in future divorce settlements, to creditors or bankruptcy and unnecessary taxation.
  • If you own a business or a share of a business then your spouse / partner and children may not inherit your share of a business.

Protecting Your Wealth

There are a number of ways in which your home, savings and business are vulnerable to attack. We’re here to safeguard these hard earned assets for you and your family, using simple but effective strategies.

Irrespective of your age or the value of your estate, making a Will and putting your affairs in order is one of the most important tasks that you are likely to undertake. We will arrange to visit you in the comfort of your own home, to assess your current situation, answer your questions and provide peace of mind for the future.

Our estate planning solutions are tailor made to suit every set of personal circumstances and every pocket.

Looking after you and your family, and the generations to follow.

Why choose Bell Maison for wills and probate

Based in Barnet, we operate across the whole of the London area and beyond. We believe in providing straightforward solutions in response to our customers’ needs, in delivering the highest standards of service at all times and in offering outstanding value for money.

Our aim is to build long term relationships with our clients, rather than simply conduct one-off transactions, and to be referred to family and friends, the ultimate demonstration of satisfaction.

It is our primary aim to provide you with a highly professional friendly service. We like to build long term relationships with all of our clients.

  • We are happy to visit you in your own home to discuss all your requirements – evening and weekend visits are not a problem
  • We specialise in inheritance tax and long term care planning. Inheritance Tax is affecting many more of us today than it has in the past, and writing a will can reduce the tax you may have to pay
  • We offer a Will Storage Facility
  • We do not accept instructions over the telephone, as our sole belief is advice is best ‘face to face.’
  • We are honest, friendly and always willing to go the extra mile
  • Our Professional Indemnity Insurance on the work we do is up to a level of £2.5 million on every case
  • We are fully authorised by the Society of Will Writers and adhere to their code of conduct.

Our Probate service is undertaken by Bell Maison Probate Services Ltd who are authorised by The Institute of Chartered Accountants in England and Wales (ICAEW) to carry out the reserved legal activity of non-contentious probate in England. Details of the firm’s probate registration can be viewed at icaew.com/probate, under the firm’s reference number C004358880