IFA Partnerships
Help your clients obtain Probate quickly
We help UK consumers obtain Probate quickly and easily, without the huge cost of using a solicitor, allowing the estate to be closed and assets to be reinvested.
At Berkeley Weston, we’ve spent the last 20 years helping our clients obtain Probate quickly, without paying thousands of pounds to solicitors for the process.
Our ‘Assisted Probate’ service gets the entire Probate process completed with little or no effort on your client’s behalf, for under £1,000 (including the compulsory £215 court fee) – a tiny fraction of what most solicitors charge.
- Complete the Probate Application form for you
- Identify the correct inheritance tax forms to complete
- Check the Will for any possible problems
- File the Probate Application Paperwork at the correct Probate Registry
How we work with IFAs
IFAs play a hugely important role in preserving their clients’ wealth, and we work with them to ensure that as much of the value of the estate is retained, rather than handed over to expensive solicitors.
And because we achieve Probate so quickly, we ensure there are no barriers to Probate being gained, the estate being closed, and any assets proceeding from it being available for reinvestment.
In addition, our own steady stream of clients means we’re regularly talking to people inheriting significant assets, and looking for the wisest thing they can be doing with those assets.
With no financial advice department in-house, we work with trusted partners to deliver that advice, and we’re always looking for new partnerships.