At UHY Calvert Smith in York, we support executors and families through what can often be a complex and emotional process. Our team combines technical expertise with a practical, understanding approach, helping ensure estates are dealt with efficiently and professionally.

Whether you are planning ahead or acting as an executor, we can guide you at every stage.

How we can support you

It is very common for executors to seek professional help, particularly when dealing with tax, legal requirements and administration. We offer flexible support depending on what you need, including:

  • acting as executor, either independently or alongside a family member or other adviser
  • preparing inheritance tax accounts for HMRC and coordinating probate or letters of administration applications, working with solicitors where needed
  • finalising the tax affairs of the deceased, including resolving any outstanding liabilities and reducing interest or penalties where possible
  • advising beneficiaries on tax-efficient estate distribution and personal tax planning, including deeds of variation
  • preparing estate tax returns during the administration period and supporting beneficiaries with their own reporting
  • managing estate funds and handling day-to-day administration, including asset transfers
  • producing clear estate accounts covering the full administration period
  • drawing on our designated business valuations team where a more complex estate requires specialist input
  • claiming of relevant reliefs for the more complex estates, including Business Property Relief (BPR) and Agricultural Property Relief (APR)

Local expertise, national strength

As part of the wider UHY Hacker Young network, our York office combines local knowledge with the strength of a national firm. We understand the needs of clients across Yorkshire and the North East and provide clear, practical advice at every step.

Our York team is based at Heritage House, Murton Way, with easy access from the A64 and on-site parking.

Named as an executor?

If you have been appointed as an executor by a friend or family member, you are not expected to manage everything alone. We can take on as much or as little of the process as you need, helping to reduce the time, stress and risk involved.

Choosing an executor

If you are deciding who to appoint as executor in your Will, we can act in a professional and independent capacity, bringing experience, continuity and a detailed understanding of your affairs.

Probate services

Our York office is licensed to carry out non-contentious probate work. This means we can handle the full probate application process, including preparing the statement of truth and submitting applications, allowing us to offer a complete estate administration service from start to finish.

Next steps

If you would like to discuss probate or executor services in York, please get in touch with our private client team below. We’ll talk through your situation and explain how we can help in a clear and straightforward way.

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