Wills and Probate

Professional Estate Planning and Probate

At Compass Accountants, we provide professional support for the management of wills and probate, designed to alleviate the administrative and emotional burden often associated with estate planning. Our team specialises in ensuring that your final wishes are clearly documented and that your estate is protected for future generations. By taking a proactive approach to inheritance tax planning and asset distribution, we help you secure your family’s financial future while providing the peace of mind that comes from having a robust and legally sound will in place.

When it comes to probate, we offer a sensitive hand-holding service to guide executors and beneficiaries through the complexities of estate administration. We understand that dealing with the legal and financial requirements after the loss of a loved one can be overwhelming; therefore, we manage everything from the initial valuation of assets to the final distribution of the estate. Our goal is to ensure the process is handled with the utmost integrity and efficiency, minimising delays and ensuring that all tax obligations are met accurately.

Choosing Compass Accountants means partnering with a team that values personal service and clear communication. Based in Fareham, we pride ourselves on being accessible and approachable, offering tailored advice that reflects your unique circumstances. Whether you are looking to draft your first will or require comprehensive assistance with a complex probate matter, we are committed to providing professional expertise with compassionate guidance, ensuring your estate is managed exactly as you intended.