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At Bosworth Wealth Management, we are dedicated to ensuring you are in the best financial position possible, not just in life, but also when managing the affairs of a loved one who has passed.
We understand that dealing with probate can feel overwhelming. That’s why we’re pleased to offer Probate Assist, a professional, compassionate service designed to ease the burden and guide you through the process with confidence.
Probate Assist is a tailored service that helps you manage the legal and administrative responsibilities of dealing with an estate. Whether there is a will or not, our team is here to support you every step of the way.
✅ Less Stress, More Support
We handle the paperwork, legal forms, and HMCTS submissions so you don’t have to.
✅ Clear, Transparent Pricing
No hidden fees, just straightforward, honest costs from the outset.
✅ Professional Guidance
Our experienced team ensures everything is done correctly and efficiently, giving you peace of mind.
✅ Time-Saving
We take care of the details, so you can focus on your family and your wellbeing.
If you or someone close to you is facing the probate process, please don’t hesitate to reach out. We’re here to help make things simpler and more manageable.
If you would like to discuss this further, please get in touch with us.
Probate is about to become more involved. From 6 April 2027, most unused pension funds count towards the estate for inheritance tax, and personal representatives become responsible for identifying those pensions, obtaining valuations and paying the tax due. Read what changes and what it means for executors.
The first conversation is free and there is no obligation. Book with whichever adviser is closest to you, or whoever suits. We work with clients across the UK.
Lee Barton (Leicester) | Ian Laker (Tamworth) | Chris Wood (Coventry)
Bosworth Wealth Management is authorised and regulated by the Financial Conduct Authority. FCA firm reference number 805232.
Our advisers are based in Leicester, Tamworth, Coventry and King’s Lynn, and we work with clients across the UK.
The value of investments can fall as well as rise and you may get back less than you invested. Tax treatment depends on your individual circumstances and may be subject to change in future.