Philip Gale & Co. Chartered Accountants and Business Advisers
Philip Gale & Co.Chartered Accountantsand Business Advisers                                                                                 

Estate planning

Have you considered who will deal with your affairs, what you would like to happen and, if appropriate, what will happen to your business?


We can help you to make plans for your succession and for your estate.


Be it business agreements, or inheritance tax planning, wills or applying for probate, we can help.


TIP:  Make sure you have a wil land keep it up to date.


The estate administration process

Unless successfully contested, the distribution of a person’s estate is determined either by the terms of their will or, if there isn’t a will, by the rules of intestacy.


We will ascertain all assets and liabilities at the date of death and complete the relevant tax and court forms to obtain the grant of probate (if there is a will) or letters of administration (if no will).


Once probate has been obtained,  we will close accounts, sell or transfer assets and pay bills, costs and any tax.


We ensure that any Inheritance, Capital Gains and Income tax due is paid and obtain confirmation from H M Revenue & Customs that their files are closed.


Finally, we produce estate accounts and distribute monies between the beneficiaries. Interim payments are made to beneficiaries, wherever possible.


For more information, email us at or use the contact form.


Struggling with direction or growth?

Interested in how we can review your business and advise you to succeed?

Find out how we can help with a   no-obligation, exploratory discussion.



Contact us now

Do you have employees working from home because of COVID-19?     If you don't reimburse them, they can make a claim for a fixed amount from HMRC.


Three year anniversary Compliance reviews

Need help? - email us now 


We offer a fixed annual fee service for all clients.

Our offering for new or  small businesses can include online bookkeeping, typically Xero and Receipt Bank

More details

Challenger Banks - Mettle. (backed by NatWest) is designed for small businesses. There are no fees and free access to the online bookkeeping package, FreeAgent.

Contact us for a free no obligation chat about your plans, needs and options.

You have the questions and we provide the solutions.

Access Online Bookkeeping


Not set up yet?

Register for a free trial

or ask for more details.


Churchill House

Stirling Way


Hertfordshire WD6 2HP

Tel: +44 (0) 208 736 0460

Tel: +44 (0) 7801 954757


New online access

Consult our online tips and newsletters, including information about recent changes in taxation regulations.

More information


You can contact us on the following telephone number if you have any queries or wish to make an appointment:

Tel: +44 (0) 208 736 0460

Tel: +44 (0) 7801 954757


Alternatively, please use our contact form.

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