Asset Wealth Preservation
Asset Wealth Preservation

Probate & Estate Administration

Probate, Oswestry, Wrexham, Shrewsbury, Shropshire, Powys, North Wales Probate help in Oswestry, Shropshire

Probate is the process to establish ownership of an estate before the tax is paid and the assets distributed. The responsibility for probate lies with the executors of a will who often appoint a professional firm, such as a Solicitor or Trust Corporation, to take on the responsibility. Probate is still required where there is no will although the process is known as Administration.


The executors have a number of responsibilities, including:

  • Interpreting the will and ensuring that the wishes of the deceased as expressed in the will are carried out
  • Identifying all the assets and liabilities of the estate
  • Obtaining valuations of the joint and sole assets as at the time of death
  • Ensuring that the estate of the deceased is handled efficiently and that the funds and assets in the estate including businesses, are properly managed
  • Preparing tax returns for the deceased for Inheritance Tax, Capital Gains Tax, Income Tax and Stamp Duty Land Tax
  • Settling all the debts of the estate including all taxes
  • Completing and filing the relevant court forms
  • Applying for Probate
  • Preparing accounts for the beneficiaries and after payment of all claims, distributing the estate.


Asset Wealth Preservation's solicitors can handle all of these responsibilities and can support you with Probate, whether or not we are named in the will as an executor and even where there is no will.


As part of our Probate service, we will:

  • Take on all the responsibilities of the executors
  • Assume all the potential liabilities from the executors
  • Value and collect in all the assets
  • Apply to the Court for Probate
  • Handle the sale of any properties
  • Distribute all the assets
  • Pay the Income & Inheritance Tax
  • Produce Estate Accounts

You will be allocated an Estate Manager who will see the process through from start to finish, whether dealing with probate in its entirety or being on hand to help you deal with the estate.


Our Charges

Our aim is to provide a transparent and clear pricing structure, with no hidden fees at a fraction of the cost of a bank or solicitor. Most Banks and Solicitors charge a percentage of the estate which is normally between 2 and 8% or a % of the estate plus an hourly rate up to £250 per hour.  As an alternative, we provide fixed fees at a fraction of the cost, evalued on the work required and we will provide you with written confirmation before you decide to proceed.


We will also advise you of any disbursements that may be payable such as:-


* Estate Agents fees

* Tax Agents fees

* Solicitors fees and disbursements

* Court fees

* Cost of advertising for creditors/claimants

* Cost of tracing missing beneficiaries


The disbursements will be identified as far as possible and incorporated in the Administration Plan.


All fees and disbursements are valid testamentary expenses payable by the estate


Free Advice and Home visit


Obviously we would love the opportunity to talk to you about how we can help but if it is just a bit of advice or guidance you need....we can do that too.


We offer a free home visit in Shropshire and North Wales at a time to suit you to establish your needs and to advise you.


Our fully trained staff understand the difficulties of dealing with probate which is why they are on hand to help you completely free and without obligation.

Call our freephone advice line to speak to our friendly team:  01691 652233










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Asset Wealth Preservation Limited

10 West Street 


SY11 2BS


Tel: 01691 652233

Mob. 07711136660



Or use our contact form.

Home /HOSPITAL/   OFFICE visits available 9am - 9pm

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