New Forest

HWB becomes one of first firms in region to obtain probate licence

Leading accountancy firm HWB has become one of the first practices in the region to obtain a licence to undertake probate work.

HWB, which is based in Chandler’s Ford and is one of the largest independent firms in the region, has been awarded the licence by the Institute of Chartered Accountants in England and Wales (ICAEW).

Estates and private client tax specialist Stacey Steele and Tax Director Tracy Jenkins have both qualified to undertake probate work and are now fully accredited with ICAEW.

Probate is the process of administering a person’s estate and possessions after they have died and has traditionally been carried out by solicitors. A change in the law means licensed accountancy practices are now able to carry out non-contentious probate.

Tracy said: “We are delighted to be one of the first accountancy practices in the area to be awarded a licence to undertake probate work.

“The firm has a highly-regarded specialism in estate planning and inheritance tax, so probate is a natural complement to what we do here at HWB.

“This is a significant addition to our services and puts us in a position to handle virtually all estate administration. Losing a loved one is hard enough and this licence will mean we can offer a seamless service to clients without the need for part of the administration process to be dealt with by a solicitor.”

Tracy and Stacey will be working with the firm’s growing client base across Hampshire, Dorset and Wiltshire.

For further information on our Probate Service please visit our web page.

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