Crowe launches new probate advisory offering

Crowe has announced the launch of its new probate advisory service, expanding the tax advisory service offered to its private clients.The firm said the new offering enables it to provide trusted guidance and comprehensive advice at every stage of life across both personal and business matters.

The firm, which was recently granted its probate licence, will leverage this new capability to help clients “navigate the complexities” of probate proceedings. This will include managing the entire process of an estate on behalf of clients acting as executors and providing taxation support for clients who have died.

The “comprehensive” service includes completing complex inheritance tax accounts, preparing and submitting the oath for Grant of Probate, assisting with estate administration, and handling estate tax returns and estate accounts with precision and care.

The probate offering is led by Natalie Butt, who joined the firm as adDirector in the National Private Clients team in July 2024. Butt, a specialist in probate advisory, has a wealth of experience in guiding clients through the process of applying for probate. She is also a qualified solicitor and member of the Society of Trust and Estate Practitioners (STEP).

Butt said: “It has been a privilege to add to Crowe’s already exceptional tax capabilities in the private client sector with this important probate service, which enables us to support our clients during what is an incredibly difficult time.

“Our goal is to remove the burden and stress of dealing with matters such as interacting with the authorities, transferring assets to beneficiaries, and filing returns to HMRC. Our team understands the frustrations of the probate process and are here to take control and navigate this on behalf of our clients.”

Pete Fairchild, national head of Private Clients at Crowe, added: “With the invaluable addition of the probate service, we have broadened our expertise, enabling us to offer a more holistic approach to our clients’ needs. Together with Natalie, our fast-growing and experienced team is privileged to be able to support clients through every stage of life.”

Nigel Bostock, CEO at Crowe, concluded: “The introduction of our probate advisory service marks an important milestone in the firm’s continued commitment to enhancing the breadth of services we offer to our clients. As we strive for sustainable growth in 2025 and beyond, we remain dedicated to meeting our clients’ evolving needs and delivering the highest standard of expertise and support.”