Welcome

Specialist Probate, Inheritance Tax & Accounting Services

Licensed Accountants and Tax advisers | IHT and Estate specialists

About Groom Shorter & Co

Our Experience

With over 30 years of experience in the field, we have helped numerous clients with their accounting needs. Our team is highly qualified and constantly staying up-to-date with the latest industry trends and regulations.

Our Services

Our Experience

At Groom Shorter & Co, we offer a wide range of accounting services including tax preparation, bookkeeping, financial statement preparation, and more. We tailor our services to meet the specific needs of each client.

Our Approach

Our Experience

Our Approach

We strongly believe in building long-term relationships with our clients. Our approach is to provide personalized service and to be available whenever our clients need us. We work closely with our clients to understand their unique needs and goals.

Expert Accounting Services for Your Business

Bookkeeping

We offer comprehensive bookkeeping services to keep your financial records organized and up-to-date. Our team of experts will work with you to ensure your books are in order, allowing you to focus on running your business.

Tax Preparation

Our team of experienced tax professionals will ensure that your tax returns are filed accurately and on time. We stay up-to-date on the latest tax laws and regulations to ensure that you are taking advantage of all available deductions.

Payroll Services

We offer comprehensive payroll services, including processing payroll, managing employee benefits, and filing payroll taxes. Our team will handle all of the details so you can focus on growing your business.

Financial Planning

We will work with you to develop a customized plan to help you achieve your financial goals. Whether you are planning for retirement or saving for a major purchase, we can help.

Business Consulting

We offer a wide range of business consulting services to help you grow and succeed. From business planning and budgetting to forecasting and cashflow; our team can help you navigate the challenges of running a business.

Our services

Estate Asset Valuation & Organisation

Probate Financial Administration Support

Accurate valuation of estate assets is a key part of the probate process. We assist with gathering and organising valuations for property, bank accounts, investments, pensions, and other assets within the estate. This ensures executors have a complete and well-documented picture of the estate, supporting both probate applications and inheritance tax reporting.

Probate Financial Administration Support

We support executors with the financial side of probate by helping to organise, review, and prepare all necessary financial information relating to the estate. This includes identifying assets and liabilities, reconciling estate accounts, and ensuring everything is presented in a format suitable for probate and HMRC purposes. Our role is to bring structure and clarity to what can otherwise feel overwhelming.

IHT Calculations and HMRC support

Probate Financial Administration Support

Personal Tax Return for the Deceased

We provide clear and accurate inheritance tax calculations to help executors understand the full tax position of an estate. This includes identifying what is taxable, applying available reliefs and exemptions, and preparing the figures needed for HMRC submissions. We help ensure compliance with inheritance tax requirements and reduce uncertainty during what can often be a complex and stressful process.

Personal Tax Return for the Deceased

Estate Tax Return (Administration Period Tax Returns)

Personal Tax Return for the Deceased

We prepare and submit the final personal tax return for the deceased, ensuring all income up to the date of death is correctly reported to HMRC. This includes employment income, pensions, investments, and any other taxable income. We ensure the return is completed accurately and in line with HMRC requirements, helping to close the individual’s tax affairs properly.

Estate Tax Return (Administration Period Tax Returns)

Where required, we prepare tax returns for the estate during the administration period, covering income generated after death such as bank interest, rental income, or investment returns. These returns ensure the estate remains compliant with HMRC until final distribution to beneficiaries. We help executors manage ongoing tax obligations clearly and correctly throughout probate.

Executor Support for DIY Probate

Estate Tax Return (Administration Period Tax Returns)

For executors who wish to manage probate themselves, we provide practical financial guidance throughout the process. We help you understand what needs to be done, how to complete the financial elements correctly, and how to avoid common mistakes. This support is designed to give you confidence and clarity while you remain in control of the probate process.

Solicitor Collaboration (Financial & Tax Input)

Estate Accounts Preparation & Final Estate Reporting

We work alongside probate solicitors by providing specialist financial and inheritance tax input to support the legal process. This collaborative approach ensures that all financial aspects of the estate are accurately prepared and aligned with legal requirements. We act as the financial specialist within the wider probate team, helping to streamline communication and reduce delays.

Estate Accounts Preparation & Final Estate Reporting

We prepare clear and comprehensive estate accounts that summarise all financial activity within the estate from the date of death through to final distribution. This includes detailing assets, liabilities, income, expenses, and distributions to beneficiaries. Well-prepared estate accounts provide transparency for executors to finalise the administration of the estate. Our role is to ensure everything is accurately recorded and presented in a structured, easy-to-understand format.

HMRC Compliance & Enquiry Support

Estate Accounts Preparation & Final Estate Reporting

HMRC Compliance & Enquiry Support

We provide ongoing support with HMRC compliance matters that may arise after an estate has been submitted, including responding to queries, clarifying figures, and assisting with information requests. Where HMRC raises questions or requires further detail on inheritance tax or income tax reporting, we help executors and advisers respond accurately and efficiently. This service provides reassurance that the estate remains compliant even after initial submissions have been made.

Welcome

Specialist Probate, Inheritance Tax & Accounting Services

About Groom Shorter & Co

Who we can help

About Groom Shorter & Co

Our Experience

Our Experience

Our Experience

Our Services

Our Experience

Our Experience

Our Approach

Our Experience

Our Approach

Expert Accounting Services for Your Business

Bookkeeping

Tax Preparation

Payroll Services

Financial Planning

Business Consulting

Inheritance Tax and Estate Administration Specialists

Our services

Estate Asset Valuation & Organisation

Probate Financial Administration Support

Probate Financial Administration Support

Probate Financial Administration Support

Probate Financial Administration Support

Probate Financial Administration Support

IHT Calculations and HMRC support

Probate Financial Administration Support

Personal Tax Return for the Deceased

Personal Tax Return for the Deceased

Estate Tax Return (Administration Period Tax Returns)

Personal Tax Return for the Deceased

Estate Tax Return (Administration Period Tax Returns)

Estate Tax Return (Administration Period Tax Returns)

Estate Tax Return (Administration Period Tax Returns)

Executor Support for DIY Probate

Estate Tax Return (Administration Period Tax Returns)

Estate Tax Return (Administration Period Tax Returns)

Solicitor Collaboration (Financial & Tax Input)

Estate Accounts Preparation & Final Estate Reporting

Estate Accounts Preparation & Final Estate Reporting

Estate Accounts Preparation & Final Estate Reporting

Estate Accounts Preparation & Final Estate Reporting

Estate Accounts Preparation & Final Estate Reporting

HMRC Compliance & Enquiry Support

Estate Accounts Preparation & Final Estate Reporting

HMRC Compliance & Enquiry Support

Contact Us

Drop us a line!

Better yet, call us to arrange a free initial consultation!

Groom Shorter & Co

Hours

licensed and regulated by AAT under the licence no 1009738

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