search.noResults

search.searching

note.createNoteMessage

search.noResults

search.searching

orderForm.title

orderForm.productCode
orderForm.description
orderForm.quantity
orderForm.itemPrice
orderForm.price
orderForm.totalPrice
orderForm.deliveryDetails.billingAddress
orderForm.deliveryDetails.deliveryAddress
orderForm.noItems
finance


HWB becomes one of first in region to obtain probate licence


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


HWB, which is based in Chandlers 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.


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


For information or a quote call Asendia on 02380 267 959


“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 an addition to our existing 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.”


02380 267 959


Steele said: “Handling an estate is not a ‘one size fits all’ process and we believe it is important to make sure clients receive the right advice and support, tailored to their own circumstances.


“A real advantage of this new service is its flexibility – so


48 businessmag.co.uk THE BUSINESS MAGAZINE – MARCH/APRIL 2018 Stacey Steele


we can assist clients and their families with as much or as little as they need across a range of services, including handling taxation issues, completing IHT forms and selling assets of the estate.”


Jenkins and Steele will be working with the firm’s growing client base across Hampshire, Sussex, Dorset and Wiltshire.


For more information:


hwb-accountants.com 023 8046 1234


stacey.steele@hwb- accountants.com


Tracy Jenkins


Page 1  |  Page 2  |  Page 3  |  Page 4  |  Page 5  |  Page 6  |  Page 7  |  Page 8  |  Page 9  |  Page 10  |  Page 11  |  Page 12  |  Page 13  |  Page 14  |  Page 15  |  Page 16  |  Page 17  |  Page 18  |  Page 19  |  Page 20  |  Page 21  |  Page 22  |  Page 23  |  Page 24  |  Page 25  |  Page 26  |  Page 27  |  Page 28  |  Page 29  |  Page 30  |  Page 31  |  Page 32  |  Page 33  |  Page 34  |  Page 35  |  Page 36  |  Page 37  |  Page 38  |  Page 39  |  Page 40  |  Page 41  |  Page 42  |  Page 43  |  Page 44  |  Page 45  |  Page 46  |  Page 47  |  Page 48  |  Page 49  |  Page 50  |  Page 51  |  Page 52  |  Page 53  |  Page 54  |  Page 55  |  Page 56  |  Page 57  |  Page 58  |  Page 59  |  Page 60  |  Page 61  |  Page 62  |  Page 63  |  Page 64  |  Page 65  |  Page 66  |  Page 67  |  Page 68  |  Page 69  |  Page 70  |  Page 71  |  Page 72  |  Page 73  |  Page 74  |  Page 75  |  Page 76  |  Page 77  |  Page 78  |  Page 79  |  Page 80  |  Page 81  |  Page 82  |  Page 83  |  Page 84  |  Page 85  |  Page 86  |  Page 87  |  Page 88