Founded over 60 years ago, UHY Calvert Smith is one of York’s longest established and well respected firms of accountants and business advisers.

We have been a member of the UHY Hacker Young Group since October 2000 and have a significant accountancy presence in Yorkshire and the North East.

Combining traditional values with forward-thinking, we have a strong reputation as an approachable, professional firm.  Our team are at the heart of our service provision and we pride ourselves on our ‘hands on’ approach and being available, when you need us, to help you achieve your financial goals.

Our office is located in York, with easy access from the A64 and plenty of parking.We provide a broad range of partner led accountancy services to a varied client base across Yorkshire and the North East.  This includes all of the services you would expect from a local firm of accountants – from bookkeeping and payroll services, to tax, audit and accounts. However, we also provide additional specialist services – from helping you complete your first VAT return to tax planning advice and support with HMRC investigations, business advice and business plan reviews, research and development tax credit claims, company secretarial services, due diligence, trusts, landed estates, and probate.  We are also a Xero Platinum partner and fully qualified to to help our clients create bespoke cloud packages to suit their needs.

Whether you are seeking support from a cloud accounting expert who can interrogate real time information and provide regular financial advice, you are looking for advice about how you can grow your business, or you just want peace of mind that your finances are taken care of, we are ideally placed to support you.

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Our specialist probate services in York

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.

We can help with:

  • preparing inheritance tax accounts and managing probate applications, liaising with solicitors as required
  • finalising the deceased's tax affairs and minimising any outstanding liabilities
  • advising beneficiaries on tax-efficient distribution, including deeds of variation
  • preparing estate tax returns and supporting beneficiaries with personal tax reporting
  • managing estate funds, asset transfers, and day-to-day administration
  • producing comprehensive estate accounts for the full administration period
  • claiming complex reliefs such as Business Property Relief (BPR) and Agricultural Property Relief (APR), supported by our specialist business valuations team where needed

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

Read more on our York probate services here.

Vacancies

We are always open to receiving applications from those with experience in the accountancy sector. 

Please contact Rachel Holt R.Holt@uhy-calvertsmith.com for more information.